ZRE - BMO Equal Weight REITs Index ETF

Given ongoing uncertainties around interest rates, inflation, and the Russia-Ukraine conflict, what approach should Advisors and investors be taking when it comes to portfolio construction? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including asset allocation considerations, the outlook for the Energy, Banks, and Real Estate Investment Trusts sectors, and fixed income positioning.

The benefit of adding lower correlation investments to your portfolio is a reduction in the volatility of the overall portfolio returns. A portfolio with lower variability of returns also tends to help you stay invested over the long-run in different market environments.