E91 – Seeking Shelter from the Fed & Hurricane Ida


Manage episode 301357755 series 2769149
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Investors seemed jittery this week as two storm clouds lingered over markets, including the Federal Reserve’s potential tapering of asset purchases and the literal bad weather caused by Hurricane Ida – the latter of which led to closures of key oil refineries in the US Gulf. In today’s episode, Kevin Prins, Chris McHaney and Matt Montemurro discuss how fixed income and equity markets are responding to the changing environment, offering numerous trade ideas to help investors stay on the right side of the oil prices – and the yield curve. They also dive into trade balances, recent GDP numbers and strategies to make the most of a slowing economy.

Read the episode summary.

Kevin Prins is the Head of ETF & Managed Account Distribution at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Matt Montemurro, both Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on August 31, 2021.

Fixed Income ETFs mentioned in the podcast:

Equity ETFs mentioned in the podcast:


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