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Podcast: Portfolio Rebalancing between US, Canada & Emerging Markets

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Podcast: Portfolio Rebalancing between US, Canada & Emerging Markets

Investors who benefitted from this year’s market rally have much to be thankful for, but is it time for a brief pause? The temptation to sell winners and replace them with new opportunities has certainly grown stronger in Q4. To that end, Mark Raes, Chris Heakes and Chris McHaney deliver rebalancing ideas to take back to your client portfolios, focusing on ex-US geographies that offer both safety and a sound record of performance. Tune in to hear our experts discuss Canadian bonds, equities, and emerging markets, all which help trim excess concentration in U.S. exposures.

Read the episode summary.

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on October 07, 2020.

Resources mentioned in the podcast:

ETFs mentioned in the podcast:

Disclosures:

The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance.

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®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

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Podcast: Portfolio Rebalancing between US, Canada & Emerging Markets

Read the episode summary.

Resources mentioned in the podcast:

ETFs mentioned in the podcast:

Disclosures:

BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal.

®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

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