Will inflation’s sudden spike push the Bank of Canada to press pause on rate cuts? In this episode, Bipan Rai, Matt Montemurro, and your host, Erika Toth, examine Canada’s latest CPI print. They also discuss the outcome of this week’s Fed meeting, the outlook for the REITs, and fixed income positioning for the months ahead.
As a shifting economic backdrop fans recession fears in the U.S., is a soft landing still on the table? In this episode, ETF Strategist Bipan Rai, and your host, Erika Toth, analyze the market outlook. They also discuss our third quarter investment strategy reports and portfolio construction across asset classes. Erika Toth is a Director of Institutional and Advisory for Eastern Canada at BMO Global Asset Management (BMO GAM). She is joined on the podcast by Bipan Rai, Head of ETF Strategy, at BMO GAM. The episode was recorded live on Wednesday, August 28, 2024.
With inflation running hot, investment counselors and family offices may want to re-assess their portfolio’s factor tilts. To this end, Erika Toth, Director, Institutional & Advisory, BMO ETFs, offers insights into how factors perform across different interest rate regimes and market cycles.
