E201 – Earnings, Inflation & the “Magnificent Seven”

BMO ETFs: Views from the Desk

As the U.S. earnings season closes out, portfolio managers Alfred Lee, Omanand Karmalkar, and your host, Erika Toth, inspect companies’ report cards—putting the “Magnificent Seven” under the microscope. They also discuss dividend strategies, Canada’s inflation rate, Energy, and U.S. dollar-denominated ETFs. Read the episode summary.

Erika Toth is the Director of ETF Distribution for Eastern Canada at BMO Global Asset Management. She is joined on the podcast by Alfred Lee and Omanand Karmalkar, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Wednesday, November 22, 2023.

Disclosure:

The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance.

Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus.

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