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U.S. chipmaker Nvidia again topped earnings expectations amid the AI boom. In today’s episode, portfolio managers Alfred Lee, Chris McHaney, and your host, Mckenzie Box, discuss whether it’s time to take profits. They also explore Canadian bank earnings, the probability of a recession, and navigating options skew. McKenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Wednesday, February 28, 2024.
Canada’s inflation rate fell within the Bank of Canada’s target range, easing to 2.9% in January. With potential rate cuts on the horizon, portfolio managers Chris McHaney, Chris Heakes, and your host, Mckenzie Box, make a case for duration and discuss how to manage reinvestment risk. They also explore long-short equity strategies and share their top picks for sectors and factors. McKenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Chris McHaney and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Wednesday, February 21, 2024.
As prices prove to be more stubborn than expected, portfolio managers Charles-Lucien Myssie, Alfred Lee, and your host, Mckenzie Box, digest the latest U.S. CPI print and the broader inflation picture. They also discuss positioning equities ahead of potential rate cuts, U.S. banks, and covered call strategies.
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