E88 – Switching Gears as the Reopening Trade Slows Down


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With the reopening trade running out of steam, investors must turn their attention now to less obvious drivers of market outcomes, such the billions of dollars currently flowing into the repo market, the growing institutional demand for ESG investments and the recent inflation reports. In today’s episode, Kevin Prins, Alfred Lee and Chris McHaney dive into these underlying trends, offering investors strategic insight into where the market is headed, and which ETFs can help them position for the months ahead. Our experts also discuss the latest factor rotations, and take questions from our audience of financial advisors.

Read the episode summary.

Kevin Prins is the Managing Director and Head of ETF Distribution at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Alfred Lee, both Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on August 12, 2021.

ETFs mentioned in the podcast:

Resources mentioned in the podcast:


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