Chris Heakes
CFA, M.Fin., Directeur général et directeur de portefeuille, Fonds négociés en bourse
M. Heakes s’est joint à l’équipe Gestion du portefeuille FNB de BMO en 2011. Il se concentre sur les portefeuilles d’actions factoriels et de superposition de produits dérivés, notamment les gammes de FNB d’actions à faible volatilité, à dividendes et à options d’achat couvertes de BMO. Dans le secteur des placements, il a notamment occupé un poste d’associé de recherche quantitative sur les actions. Il a également travaillé dans le domaine des fonds d’investissement et du soutien à la clientèle. Il est titulaire d’une maîtrise en finance que lui a décernée la Rotman School of Management (palmarès du doyen) de l’Université de Toronto, où il a fait des études en placement, notamment sur les produits dérivés et leur tarification. M. Heakes détient aussi un baccalauréat ès arts de l’Université de Waterloo, où il a étudié l’histoire et les mathématiques, ainsi que le titre de CFA.
Actuel Idées de négociation
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What’s behind gold’s record-high rally? In today’s episode, Portfolio Managers Chris Heakes, Omanand Karmalkar, and your host, Mckenzie Box, identify a few forces supportive of bullion in the short and longer-term. They also discuss three ways to manage market volatility and U.S.-dollar-denominated ETFs. McKenzie Box is Vice President of Product Management and Strategy at BMO Global Asset Management. She is joined on the podcast by Chris Heakes and Omanand Karmalkar, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Wednesday, April 3, 2024.
As expected, the U.S. Federal Reserve left its key interest rate unchanged for the fifth consecutive time, while maintaining cuts are likely still to come. In today’s episode, Portfolio Managers Winnie Jiang, Chris Heakes, and your host, Erika Toth, break down the latest announcement. They also discuss the path to rate normalization, alternatives to HISA ETFs, and Energy. Erika Toth is a Director of ETF Distribution at BMO ETFs. She is joined on the podcast by Winnie Jiang and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Wednesday, March 20, 2024.
In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley discuss the first quarter earnings from Canada’s “Big Six,” breaking down the recent results and the macro trends impacting markets. They also examine rising loan-loss provisions and commercial real estate and look back on the U.S. regional banking crisis a year after it began.
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.
In the Bank of Canada’s latest announcement, the tone seems to have shifted in a new direction. In today’s episode, portfolio managers Matt Montemurro, Chris Heakes, and your host, McKenzie Box, explore what’s next for monetary policy. They also discuss Tech stocks, volatility and what another Trump term could mean for markets. McKenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Matt Montemurro, and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Wednesday, January 24, 2024.