Manage episode 292425419 series 2769149
Fears of rising inflation are throwing equity markets off balance as investors play out the full extent of a reopening trade. With prices ticking up faster than expected, Mark Raes, Chris McHaney and Alfred Lee deliver context for the rotation into Value and Industrials, and offer key trade ideas to efficiently gain exposure. Our experts also dive into the yield spread between 10 and 30-year Treasuries, delivering a thoughtful strategy for the bond side of the portfolio.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on May 12, 2021.
ETFs mentioned in the podcast:
- BMO MSCI USA Value Index ETF (Ticker: ZVU)
- BMO Aggregate Bond Index ETF (Ticker: ZAG)
- BMO Equal Weight Industrials Index ETF (Ticker: ZIN)
- BMO Premium Yield ETF (Ticker: ZPAY)
Resources mentioned in the podcast:
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