Equities continue to dominate Canadian ETF flows. Hear about this trend and more in today’s episode, as Erika Toth, David Cheng, and your host, Mckenzie Box, dive into the themes shaping markets this spring, including redemptions of HISA ETFs, rate cut expectations, the bounce back of balanced portfolios, and a retirement wave. McKenzie Box is Vice President of Product Management and Strategy at BMO Global Asset Management (BMO GAM). She is joined on the podcast by Erika Toth, a Director of Institutional and Advisory for Eastern Canada at BMO GAM, and David Cheng, an ETF and Quantitative Analyst at BMO Nesbitt Burns Inc. The episode was recorded live on Wednesday, May 8, 2024.
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David Cheng
ETF & Quantitative Analyst
David Cheng joined BMO Capital Markets in 2016 as a quantitative and technical Research Associate. He was promoted to analyst in 2021, covering ETF and single equity research. David provides customized portfolio construction screens for the purpose of detecting shifts in investment themes and identifying suitable rotational opportunities. David has a Bachelor of Applied Science and a Master of Engineering in Electrical Engineering from the University of Waterloo.