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Podcast: Rebalancing Global Equities, Canadian Banks & Bonds

Podcast: Rebalancing Global Equities, Canadian Banks & Bonds

As restrictions ease across Canada, macro conditions remain encouraging – and ever-changing. The bond universe is normalizing; innovation stocks, which looked unstoppable in 2020, are facing higher costs of capital; options layers are being stymied by lower volatility; and Canadian banks are continuing to win the reopening trade. In this episode, Chris McHaney, Matt Montemurro and Mark Raes provide an update on the above strategies and discuss potential scenarios for the months ahead. Our experts also take audience questions on a range of interesting topics, including currency hedging, oil markets, and whether or not investors should follow the old maxim, “sell in May and go away.”

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 Matt Montemurro, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on June 2, 2021.

ETFs mentioned in the podcast:



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Podcast: Rebalancing Global Equities, Canadian Banks & Bonds

As restrictions ease across Canada, macro conditions remain encouraging – and ever-changing. The bond universe is normalizing; innovation stocks, which looked unstoppable in 2020, are facing higher costs of capital; options layers are being stymied by lower volatility; and Canadian banks are continuing to win the reopening trade. In this episode, Chris McHaney, Matt Montemurro and Mark Raes provide an update on the above strategies and discuss potential scenarios for the months ahead. Our experts also take audience questions on a range of interesting topics, including currency hedging, oil markets, and whether or not investors should follow the old maxim, “sell in May and go away.”

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 Matt Montemurro, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on June 2, 2021.

ETFs mentioned in the podcast:



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