ZIC - BMO Mid-Term US IG Corporate Bond Index ETF

As the default rate ticks higher, refinancing risk sits on the horizon. In today’s special episode, portfolio managers Alfred Lee, Matt Montemurro, and your host Mckenzie Box analyze the cracks in the banking system and where vulnerabilities lie. They also discuss tech giant earnings, First Republic’s plunging shares and the quality factor.

After a volatile start to the year, headline risk stemming from the Russian invasion of Ukraine and COVID-19 takes a backseat to sticky inflation. As a result, investors are faced with a potential economic slowdown unlike any seen before. How should they prepare? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including current views on inflation’s trajectory, portfolio construction across various asset classes, real yields, structural supply issues, and strategies for protecting against falling equities.