E89 – Weighing the Canadian Election vs. Oil Prices

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Less than a week after Prime Minister Justin Trudeau dissolved parliament to call for a special election, Canadian investors are weighing the potential impact on markets. What would a majority Liberal government mean for the future of the oil industry? How does the Conservative Party propose to manage the country’s growing fiscal deficit? And are any or all of these outcomes already priced into valuations? In today’s episode, Mark Raes, Chris Heakes and Chris McHaney break down the economic implications of the political melee, and contribute several ETF trade ideas to improve your client portfolios.

Read the episode summary.

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Chris McHaney, both Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on August 18, 2021.

ETFs mentioned in the podcast:

Disclosures:

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 without any kind of notice. 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.

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