Erika Toth

As hikes slowly work their way into the financial system, higher rates continue to be a primary market concern. How can investors combat these persistent challenges? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, which explore the fight against inflation, the Bank of England bailout, the future of the 60/40 portfolio model, and sector opportunities.

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.

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.