Manage episode 300284893 series 2769149
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.
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:
- BMO S&P/TSX Capped Composite Index ETF (Ticker: ZCN)
- BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO)
- BMO Clean Energy Index ETF (Ticker: ZCLN)
- BMO Discount Bond Index ETF (Ticker: ZDB)
- BMO Global Infrastructure Index ETF (Ticker: ZGI)
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