ETF Market Insights

Dec 08 2023 16 ep. 17 mins 11

ETF Market Insights Podcast artwork

In these timely episodes, we provide the latest investment news and expert commentary on the markets, the economy and investing.

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Thank you for supporting the “ETF Market Insights” podcast. While our 15th episode was our last on this channel, you can continue to hear from the team on “Views from the Desk,” a weekly series where we provide the latest investment news and expert commentary on the markets, the economy and investing. Follow the link in the episode notes or find us on your preferred podcast

E15 – BMO ETF Q4 Investment Strategy

Oct 23 2023 13 mins

Higher interest rates for longer are creating volatility, yet also an opening for investors to earn attractive yields on the front end of the curve. Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which examine the latest market dynamics, and portfolio positioning across asset classes. Erika Toth is a D

E14 – BMO ETF Q3 Investment Strategy

Jul 27 2023 19 mins

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

E13 – BMO ETF Q2 Investment Strategy

Apr 18 2023 23 mins

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 centr

E12 – 2023 BMO ETF Investment Outlook: Back to the Old Normal

Jan 04 2023 23 mins

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

E11 – Central Banks Update and Outlook for 2023

Dec 21 2022 16 mins

In its final policy decision of the year, the U.S. Federal Reserve announced a half-point hike, raising interest rates to the highest level in 15 years. How long will rates remain elevated? And when will inflation get under control? In this episode, McKenzie Box and Alfred Lee discuss the central banks’ latest moves and how investors can prepare for the “old normal.” They als

E10 – Tax Loss Harvesting

Nov 10 2022 20 mins

In this session where we are going to be reviewing tax loss selling - also known as tax loss harvesting. A strategy that can help you lower your tax bill, and we’re going to look at how ETFs are effective tools to use when executing a tax loss selling strategy. Disclosures: The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time o

E09 – Quarterly Portfolio Strategy Q4 2022: The Fed in the Driver’s Seat

Nov 04 2022 20 mins

As hikes slowly work their way into the financial system, higher rates continue to be a primary market concern. How can investors combat these persistent challenges? In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, which explore the fight against inflation, the Bank of England bailout, the future of the 60

E08 – Q&A on Central Banks and Interest Rates

Sep 26 2022 11 mins

As the central banks prioritize taming inflation, markets react to the near-term volatility and the threat of recession. But at what point will the rate hikes slow down or pause altogether? And where do the attractive opportunities lie in the interim? In this episode, Erin Allen and Alfred Lee discuss the latest moves from the U.S. Federal Reserve, policy shifts globally, and what

E07 – Quarterly Portfolio Strategy Q3 2022: Is the Quest to Tamp Down Inflation Succeeding?

Jul 25 2022 24 mins

After a volatile start to the year, headline risk stemming from the Russian invasion of Ukraine and COVID-19 takes a backseat to sticky inflation. As a result, investors are faced with a potential economic slowdown unlike any seen before. How should they prepare? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Rep