E8 - Satellite Trade Ideas for Portfolio Rebalancing - podcast episode cover

E8 - Satellite Trade Ideas for Portfolio Rebalancing

Apr 23, 202032 min
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Episode description

In light of recent market volatility, how should investors adjust their portfolios to efficiently manage downside risks? For actionable solutions, Mark Raes, Head of Product, BMO Global Asset Management Canada speaks with his colleagues Chris Heakes and Alfred Lee, both Portfolio Managers and ETF Specialists. Together they explore satellite pieces that can help re-position to meet new challenges in the current environment, and answer questions submitted directly by investment Advisors.  ETFs mentioned in the podcast: BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO) BMO MSCI USA High Quality Index ETF (Ticker: ZUQ) BMO Global Infrastructure Index ETF (Ticker: ZGI) BMO MSCI Canada ESG Leaders Index ETF (Ticker: ESGA) Resources: Updates in the Equity and Fixed Income Market 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. Commissions, management fees and expenses (if any) all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated.
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