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Podcast: Key Exposures for a Defensive Growth Portfolio

Podcast: Key Exposures for a Defensive Growth Portfolio

With conflicting data pulling markets in opposite directions, the case for a defensive growth strategy remains firmly intact. That said, what exposures should investors be using? In this episode, Mark Raes, Head of Product, BMO Global Asset Management, speaks with Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management, about allocation challenges in the current environment. From quality to banking, energy, covered calls, emerging markets and fixed income – they provide in-depth analysis, timely commentary and actionable trade ideas to take back to your client conversations.  

ETFs mentioned in the podcast:

Resources:

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Spotify.png#asset:3958

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Podcast: Key Exposures for a Defensive Growth Portfolio

With conflicting data pulling markets in opposite directions, the case for a defensive growth strategy remains firmly intact. That said, what exposures should investors be using? In this episode, Mark Raes, Head of Product, BMO Global Asset Management, speaks with Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management, about allocation challenges in the current environment. From quality to banking, energy, covered calls, emerging markets and fixed income – they provide in-depth analysis, timely commentary and actionable trade ideas to take back to your client conversations.  

ETFs mentioned in the podcast:

Resources:

iTunes.png

Spotify.png#asset:3958

Google.png#asset:3956

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