Are the central banks winning the battle against inflation? While the latest Canadian CPI print suggests we are moving in the right direction, it’s likely too early to call a victory. In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which examine the inversion of the yield curve, the U.S. dollar, Canadian banks’ valuations, Technology and portfolio positioning across asset classes.
Director, Institutional & Advisory ETF Distribution, BMO ETFs
Erika brings to the table experience in investment analysis, portfolio construction, and trading of equities, fixed income, foreign exchange, options, ETFs and mutual funds. She is known for her attention to detail and consultative approach in providing support and education to advisors and portfolio managers. Erika is a CFA charter holder and has obtained several licenses with the Canadian Securities Institute in derivatives and options trading. She holds a Bachelor of Commerce (double major in Finance and Marketing) from John Molson School of Business at Concordia University in Montreal.
Recent market events have taken investors on a walk down memory lane, as elements of the banking crisis look eerily similar to the challenges faced in the ‘80s and ‘90s. Where will regulators’ approaches lead? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which analyze the central banks’ rate decisions, inflation’s trajectory, a shift in factor leadership, and portfolio construction across asset classes.
2022 was a challenging time in the markets, which had investors riding the waves of uncertainty. As we enter the new year, are inflation and interest rates trending in the right direction? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, which explore the 2023 market outlook, central banks, gold, key risks, and portfolio construction across various asset classes.
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.
Quarterly Newsletter Articles
Not sure how to invest your clients’ U.S. dollars? Erika Toth, Director, Director, Institutional & Advisory, ETF Distribution, BMO ETFs, breaks down the benefits of BMO’s suite of USD ETFs, with solutions ranging from places to park cash to tax-efficient1 income generators to index-based equity exposure and beyond.
To hedge or not to hedge? Erika Toth, Director, Institutional & Advisory, BMO ETFs, tackles that question and discusses how ETFs can be a flexible and effective tool for managing currency risks.
With change accelerating in RI/ESG reporting standards, asset managers must proactively deliver transparency in their investment process and performance. Erika Toth, Director, Institutional & Advisory, BMO ETFs, sets a baseline for those conversations with an inside look at the MSCI ESG Leaders Indexes.