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Podcast: Getting Ahead of Inflation and Rising Rates

Podcast: Getting Ahead of Inflation and Rising Rates

As the earnings season kicks off this week, our experts, Chris McHaney and Alfred Lee examine the trendlines impacting client portfolios – from high valuations and the possibility of further upside in equity markets, to the moves in 5-year bonds and the opportunities to enhance fixed income allocations. They also highlight the strong buying opportunity in emerging markets and provide an outlook on investment grade bonds.

Read the episode summary.

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Alfred Lee, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on April 14, 2021.

ETFs mentioned in the podcast:

Additional resources:


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Podcast: Getting Ahead of Inflation and Rising Rates

As the earnings season kicks off this week, our experts, Chris McHaney and Alfred Lee examine the trendlines impacting client portfolios – from high valuations and the possibility of further upside in equity markets, to the moves in 5-year bonds and the opportunities to enhance fixed income allocations. They also highlight the strong buying opportunity in emerging markets and provide an outlook on investment grade bonds.

Read the episode summary.

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Alfred Lee, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on April 14, 2021.

ETFs mentioned in the podcast:

Additional resources:


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Spotify.png#asset:3958
Google.png#asset:3956
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