Manage episode 334381164 series 2769149
This week, the Bank of Canada surprised markets by raising interest rates by a whopping 100 basis points. In today’s episode, portfolio managers Chris Heakes and Matt Montemurro, as well as your host, Mark Raes, discuss how central banks so badly misjudged inflation and what it means for the chances of an economic downturn. They also look at short-term bonds, energy, U.S. equity markets, and ESG investing.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on July 13, 2022.
ETFs mentioned in the podcast:
- BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)
- BMO Low Volatility US Equity ETF (Ticker: ZLU)
- BMO Short-Term Bond Index ETF (Ticker: ZSB)
- BMO Short Corporate Bond Index ETF (Ticker: ZCS)
- BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO)
- BMO S&P US Mid Cap Index ETF (Ticker: ZMID)
- BMO S&P US Small Cap Index ETF (Ticker: ZSML)
- BMO S&P 500 Index ETF (Ticker: ZSP)
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