Podcast: Investing in New Era of Infrastructure Transformation
AI, de-carbonization and de-globalization are three of several trends transforming energy infrastructure, heralding a new era of potentially higher growth rates. In this episode, BMO portfolio manager Massimo Bonansinga joins BMO ETFs’ Mark Webster and host Erika Toth to discuss how to access this widening opportunity set.
Massimo Bonansinga is Portfolio Manager (Industrials and Utilities), Global Equity for BMO Global Asset Management. Mark Webster is Director, Institutional and Advisory, ETF Distribution. Erika Toth is Director for BMO ETFs, Eastern Canada. This episode was recorded live on November 15, 2024.
ETFs mentioned:
- BMO Global Infrastructure Index ETF (Ticker: ZGI)
- BMO Brookfield Global Renewables Infrastructure Fund ETF Series (Ticker: GRNI)
- BMO Brookfield Global Real Estate Tech Fund ETF Series (Ticker: TOWR)
- BMO Equal Weight Utilities Index ETF (Ticker: ZUT)
- BMO Covered Call Utilities Index ETF (Ticker: ZWU)
- BMO Global Infrastructure Fund Active ETF Series (Ticker: BGIF)
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