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As a shifting economic backdrop fans recession fears in the U.S., is a soft landing still on the table? In this episode, ETF Strategist Bipan Rai, and your host, Erika Toth, analyze the market outlook. They also discuss our third quarter investment strategy reports and portfolio construction across asset classes. Erika Toth is a Director of Institutional and Advisory for Eastern Canada at BMO Global Asset Management (BMO GAM). She is joined on the podcast by Bipan Rai, Head of ETF Strategy, at BMO GAM. The episode was recorded live on Wednesday, August 28, 2024.
Is the U.S. heading for a recession? In today’s episode, Portfolio Manager Chris Heakes, ETF Strategist Bipan Rai, and your host, Mckenzie Box, examine key economic indicators and historical trends. They also share defensive strategies to add to your investing toolkit
Equities continue to dominate Canadian ETF flows. Hear about this trend and more in today’s episode, as Erika Toth, David Cheng, and your host, Mckenzie Box, dive into the themes shaping markets this spring, including redemptions of HISA ETFs, rate cut expectations, the bounce back of balanced portfolios, and a retirement wave. McKenzie Box is Vice President of Product Management and Strategy at BMO Global Asset Management (BMO GAM). She is joined on the podcast by Erika Toth, a Director of Institutional and Advisory for Eastern Canada at BMO GAM, and David Cheng, an ETF and Quantitative Analyst at BMO Nesbitt Burns Inc. The episode was recorded live on Wednesday, May 8, 2024.
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