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Podcast: Tactical Opportunities with Small & Mid-Cap Stocks

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Podcast: Tactical Opportunities with Small & Mid-Cap Stocks

With the Bank of Canada announcing its plans to taper asset purchases, Advisors may be wondering how best to position client portfolios to meet their investment targets. In this episode, Chris Heakes, Alfred Lee and Mark Raes, discuss equity and bond strategies that are poised to benefit from an economic rebound, and play against the headwinds of rising rates.

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Alfred Lee, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on March 24, 2021.

Read the episode summary.

ETFs mentioned in the podcast:

Additional resources:

· Deep Dive episode: Why ZCLN Can Power Long-term Growth

BMO Global Asset Management 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.

Podcast: Tactical Opportunities with Small & Mid-Cap Stocks

Read the episode summary.

ETFs mentioned in the podcast:

Additional resources:

· Deep Dive episode: Why ZCLN Can Power Long-term Growth

BMO Global Asset Management 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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