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Podcast: Omicron Uncertainty and a Black-Friday Boost for Discretionaries

Podcast: Omicron Uncertainty and a Black-Friday Boost for Discretionaries

With news of the Omicron variant sparking a wild ride in markets, Mark Raes, Chris Heakes and Alfred Lee discuss prudent defensive approaches to navigate the ongoing pandemic uncertainty, including opportunities in the healthcare sector, the forecast for consumer discretionaries, expectations for Canadian banks earnings, and the launch of ZMMK – a new ETF offering a short-term home for tax loss cash.

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Alfred Lee, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on December 1, 2021.

ETFs mentioned in the podcast:


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Podcast: Omicron Uncertainty and a Black-Friday Boost for Discretionaries

With news of the Omicron variant sparking a wild ride in markets, Mark Raes, Chris Heakes and Alfred Lee discuss prudent defensive approaches to navigate the ongoing pandemic uncertainty, including opportunities in the healthcare sector, the forecast for consumer discretionaries, expectations for Canadian banks earnings, and the launch of ZMMK – a new ETF offering a short-term home for tax loss cash.

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Alfred Lee, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on December 1, 2021.

ETFs mentioned in the podcast:


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