Manage episode 298087297 series 2769149
The impact of the Delta variant remains uncertain, with some investors moving back into bonds to wait out the volatility. Will the market rebound? Or will the optimism of recent months fade as we move deeper into the third quarter? In this episode, Alfred Lee and Mark Raes take stock of the problem, and offer multiple trade ideas to improve your client portfolios, discussing everything from Industrials to REITs, Premium Yield and Innovation ETFs.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee, Portfolio Manager and ETF Specialist at BMO Global Asset Management. The episode was recorded live on July 21, 2021.
ETFs mentioned in the podcast:
- BMO MSCI Genomic Innovation Index ETF (Ticker: ZGEN)
- BMO MSCI Innovation Index ETF (Ticker: ZINN)
- BMO Equal Weight REITs Index ETF (Ticker: ZRE)
- BMO Equal Weight Industrials Index ETF (Ticker: ZIN)
- BMO Aggregate Bond Index ETF (Ticker: ZAG)
- BMO Laddered Preferred Share Index ETF (Ticker: ZPR)
- BMO Short-Term US TIPS Index ETF (Hedged Units) (Ticker: ZTIP.F)
Resources mentioned in the podcast:
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