Quarterly Portfolio Strategy Q2 2022: Ideas to Offset Inflation and Rising Rate Risk


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Given ongoing uncertainties around interest rates, inflation, and the Russia-Ukraine conflict, what approach should Advisors and investors be taking when it comes to portfolio construction? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including asset allocation considerations, the outlook for the Energy, Banks, and Real Estate Investment Trusts sectors, and fixed income positioning.

Alfred Lee is a Portfolio Manager and Investment Strategist at BMO Global Asset Management. He is joined on the podcast by Erika Toth, Director, BMO ETFs.

BMO ETF Portfolio Strategy Report – Q2 2022

BMO ETF Fixed Income Strategy Report – Q2 2022

Related ETFs:

· BMO Short-Term US TIPS Index ETF (Hedged Units) (Ticker: ZTIP.F)

· BMO Laddered Preferred Share Index ETF (Ticker: ZPR)

· BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)

· BMO S&P 500 Index ETF (Ticker: ZSP)

· BMO MSCI USA Value Index ETF (Ticker: ZVU)

· BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO)

· BMO Equal Weight REITs Index ETF (Ticker: ZRE)

· BMO Equal Weight Banks Index ETF (Ticker: ZEB)

· BMO Equal Weight US Banks Index ETF (Ticker: ZBK)

· BMO Aggregate Bond Index ETF (Ticker: ZAG)

· BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF (Ticker: ZMU)


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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