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Podcast: Seeking Upside with Value, Industrials & Bonds

Podcast: Seeking Upside with Value, Industrials & Bonds

Fears of rising inflation are throwing equity markets off balance as investors play out the full extent of a reopening trade. With prices ticking up faster than expected, Mark Raes, Chris McHaney and Alfred Lee deliver context for the rotation into Value and Industrials, and offer key trade ideas to efficiently gain exposure. Our experts also dive into the yield spread between 10 and 30-year Treasuries, delivering a thoughtful strategy for the bond side of the portfolio.

Read the episode summary.

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on May 12, 2021.

ETFs mentioned in the podcast:

Resources mentioned in the podcast:

Deep Dive: Hedging Against Inflation with ZTIP, ZGD & ZEO


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Podcast: Seeking Upside with Value, Industrials & Bonds

Fears of rising inflation are throwing equity markets off balance as investors play out the full extent of a reopening trade. With prices ticking up faster than expected, Mark Raes, Chris McHaney and Alfred Lee deliver context for the rotation into Value and Industrials, and offer key trade ideas to efficiently gain exposure. Our experts also dive into the yield spread between 10 and 30-year Treasuries, delivering a thoughtful strategy for the bond side of the portfolio.

Read the episode summary.

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on May 12, 2021.

ETFs mentioned in the podcast:

Resources mentioned in the podcast:

Deep Dive: Hedging Against Inflation with ZTIP, ZGD & ZEO


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