Manage episode 297551524 series 2769149
CPI numbers registered above expectations again this week, stoking fears that inflation is not as transitory as the Federal Reserve claims. How should investors weigh the potential for higher prices against the upside of an economic reopening? In this episode, Chris Heakes, Alfred Lee and Market Raes discuss how best to approach bonds and equities, and then dive into more specific areas – such as gold, dividends and US bank earnings. Our experts also respond to Advisors’ questions on China, genomics and the European equities.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris Heakes, both Portfolio Managers and ETF Specialist at BMO Global Asset Management. The episode was recorded live on July 14, 2021.
ETFs mentioned in the podcast:
- BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
- BMO MSCI All Country World High Quality Index ETF (Ticker: ZGQ)
- BMO Short Corporate Bond Index ETF (Ticker: ZCS)
- BMO Equal Weight Global Gold Index ETF (Ticker: ZGD)
- BMO Junior Gold Index ETF (Ticker: ZJG)
- BMO Covered Call US Banks ETF (Ticker: ZWK)
- BMO Equal Weight US Banks Index ETF (Ticker: ZBK)
- BMO US Dividend ETF (Ticker: ZDY)
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