With the short end of the curve offering attractive yields and the long providing diversification, Erika Toth, Director, Institutional & Advisory, Eastern Canada, runs down a series of options for a barbell approach that can strengthen any portfolio.
Erika Toth
Director, Institutional & Advisory Sales & Service, Eastern Canada
The VAULT Newsletter
With the rising tide of easy money now in the past, many investors are looking for satellite exposures to re-position their portfolios for the late cycle — or even perhaps a recession. Erika Toth, Director, Institutional & Advisory, BMO ETFs, offers a closer look at which sectors are best suited to the current environment, and the benefits of accessing them in a single trade.
With inflation running hot, investment counselors and family offices may want to re-assess their portfolio’s factor tilts. To this end, Erika Toth, Director, Institutional & Advisory, BMO ETFs, offers insights into how factors perform across different interest rate regimes and market cycles.
Implementations that family offices and investment counselors can use to tap into the benefits of Factor-based ETFs
Many asset managers and investment council firms are well-versed in Canadian stock picking and build their brands through those picks. But these same firms are often challenged by the depth of research and expertise needed to reliably maximize returns on international investments.