Stratégie et perspectives connexes
Idées d’opérations et balados connexes
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.
Les taux d’intérêt atteignent un sommet aux États-Unis et au Canada, et les banques centrales envisagent de réduire le coût d’emprunt; par conséquent, il est probable que maintenir l’exposition aux fonds d’obligations à court terme deviendra moins intéressant.
The Bank of Canada kept its benchmark rate at 5% for the fifth consecutive time, saying it’s “too early” for cuts. In today’s episode, Portfolio Managers Omanand Karmalkar, Matt Montemurro, and your host, Erika Toth, examine the dynamics of inflation and explore what the future could hold. They also discuss tailwinds in the Utilities sector, a barbell strategy to add duration, and Japan’s market outlook. Erika Toth is a Director of ETF Distribution at BMO ETFs. She is joined on the podcast by Omanand Karmalkar and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Wednesday, March 6, 2024.
The Federal Reserve left rates unchanged on Wednesday — hinting cuts aren’t coming soon. In today’s U.S.-centric episode, portfolio managers Winnie Jiang, Chris McHaney, and your host, Erika Toth, analyze the latest economic data. They also discuss the upcoming presidential election, fixed income positioning and factor exposures.
Outils et le point sur le rendement
Rapport sur le momentum
List of the performance of all BMO ETFs