Erika Toth

Are the central banks winning the battle against inflation? While the latest Canadian CPI print suggests we are moving in the right direction, it’s likely too early to call a victory. In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which examine the inversion of the yield curve, the U.S. dollar, Canadian banks’ valuations, Technology and portfolio positioning across asset classes.

Recent market events have taken investors on a walk down memory lane, as elements of the banking crisis look eerily similar to the challenges faced in the ​‘80s and ​‘90s. Where will regulators’ approaches lead? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which analyze the central banks’ rate decisions, inflation’s trajectory, a shift in factor leadership, and portfolio construction across asset classes.

2022 was a challenging time in the markets, which had investors riding the waves of uncertainty. As we enter the new year, are inflation and interest rates trending in the right direction? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, which explore the 2023 market outlook, central banks, gold, key risks, and portfolio construction across various asset classes.

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.

Vous ne savez pas comment investir les dollars américains de vos clients? Erika Toth, Directrice générale, Ventes aux institutions et conseillers, FNB BMO présente les avantages de la gamme de FNB libellés en dollars américains de BMO - des solutions allant d’endroits où mettre de côté des liquidités à des générateurs de revenu fiscalement avantageux¹, en passant par une exposition d’actions indiciels.

Couvrir ou ne pas couvrir… Erika Toth, directrice générale, Ventes aux institutions, FNB BMO, aborde la question et explique comment les FNB peuvent être un outil souple et efficace pour gérer le risque de change.

En raison de l’accélération des changements des normes d’information sur l’investissement responsable (IR) et les facteurs ESG, les gestionnaires d’actifs doivent assurer la transparence de leur processus de placement et de leur rendement de façon proactive. Erika Toth, directrice générale, Ventes aux institutions et conseillers, FNB BMO, établit les bases de ces conversations en examinant les indices MSCI ESG Leaders.