Views from the Desk

Podcast: Volatility Creates Opportunity

Jul. 27, 2022

This week, the Fed raised its key interest rate by another 75 basis points in an effort to tame inflation. As we teeter between a soft and hard landing, could this aggressive move tip the scales? In today’s episode, portfolio managers Alfred Lee, Matt Montemurro, and your host, Mark Raes, discuss how the market seems to be striking off bad news. They also look at mid-year tax-loss selling, a big week for Nasdaq companies, and a potential commodity supercycle. 

Read the episode summary.

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on July 272022.

ETFs mentioned in the podcast:



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Disclosure:

The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance.

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