Director, Institutional & Advisory ETF Distribution, BMO ETFs
Laura joined BMO GAM in February 2012 as a Vice-President, covering downtown Toronto. She has worked in the financial services industry since 2004 in a variety of roles and possesses product knowledge in managed assets, mutual funds, ETFs and segregated fund products. She has an MBA from University of Windsor and is a CFA Charter holder.
Quarterly Newsletter Articles
With interest rate uncertainties persisting, how do Investment Counsellors and Family Offices protect client portfolios against a potential equity market sell-off? Laura Tase, Director, Institutional & Advisory, ETF Distribution, BMO ETFs, dives deep into the benefits of extending duration with aggregate bonds, including the BMO Aggregate Bond Index ETF (ticker: ZAG) and the BMO US Aggregate Bond Index ETF (ticker: ZUAG).
Consumer price growth may well remain elevated over the medium term. To fortify portfolios, Laura Tase, Director, Institutional & Advisory, BMO ETFs, recommends Treasury Inflation-Protected Securities (TIPS), infrastructure and agriculture allocations.
With volatility a defining characteristic for markets through 2022 — and with perhaps more to come in 2023 — Laura Tase, Director, Institutional & Advisory, BMO ETFs, examines how low volatility strategies rather than being a seasonal factor, can be used as a long-term core exposure.
Market volatility has been stubbornly persistent — but does that present opportunity? Laura Tase, Director, Institutional & Advisory, BMO ETFs, outlines how investors can capitalize on volatility — and enhance their income — with covered call option strategies
As runaway inflation erodes investors’ yield and portfolio returns, Laura Tase, Director, Institutional & Advisory, BMO ETFs, outlines a defensive tool that can protect against rising rates and deliver valuable diversification — all within a single trade.
As family offices and investment counsellors contend with a complex interest rate environment, Laura Tase, Director, Institutional & Advisory, BMO ETFs, shares her thoughts on how you can complement traditional fixed income assets by including low correlation funds in your portfolios.
It’s crucial for investment counsellors and family offices to start integrating different fixed income solutions into their portfolios.
Given the state of our current economic climate, many high-net-worth clients looking for yield in their portfolios are finding this prospect difficult.