Podcast: Quarterly Portfolio Strategy Q2 2022 - Ideas to Offset Inflation and Rising Rate RiskApr. 18, 2022
Given ongoing uncertainties around interest rates, inflation, and the Russia-Ukraine conflict, what approach should Advisors and investors be taking when it comes to portfolio construction? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including asset allocation considerations, the outlook for the Energy, Banks, and Real Estate Investment Trusts sectors, and fixed income positioning.
Alfred Lee is a Portfolio Manager and Investment Strategist at BMO Global Asset Management. He is joined on the podcast by Erika Toth, Director, BMO ETFs.
BMO ETF Portfolio Strategy Report – Q2 2022
BMO ETF Fixed Income Strategy Report – Q2 2022
- BMO Short-Term US TIPS Index ETF (Hedged Units) (Ticker: ZTIP.F)
- BMO Laddered Preferred Share Index ETF (Ticker: ZPR)
- BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
- BMO S&P 500 Index ETF (Ticker: ZSP)
- BMO MSCI USA Value Index ETF (Ticker: ZVU)
- BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO)
- BMO Equal Weight REITs Index ETF (Ticker: ZRE)
- BMO Equal Weight Banks Index ETF (Ticker: ZEB)
- BMO Equal Weight US Banks Index ETF (Ticker: ZBK)
- BMO Aggregate Bond Index ETF (Ticker: ZAG)
- BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF (Ticker: ZMU)
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