In the wake of Silicon Valley Bank’s collapse, investors are left wondering: what’s next? On today’s special episode, portfolio managers Alfred Lee, Om Karmalkar, and your host Kevin Prins look for signs of contagion in other regional banks and analyze what cards the Fed has to play. They also discuss where the trouble began, inflation, volatility in the bond market, a silver lining for equities and ways to capitalize on Canadian banking. Read the episode summary. 

Kevin Prins is the Managing Director, Head of ETFs and Managed Accounts Distribution at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Omanand Karmalkar, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Tuesday, March 14, 2023.

ETFs mentioned in the podcast:

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

BMO Covered Call US Banks ETF (Ticker: ZWK)

BMO Long Federal Bond Index ETF (Ticker: ZFL)

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

BMO Covered Call Canadian Banks ETF (Ticker: ZWB)

BMO S&P 500 Index ETF (Ticker: ZSP)

BMO Dow Jones Industrial Average Hedged to CAD Index ETF (Ticker: ZDJ)

Disclosure:

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.

The Index is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”), and has been licensed for use by the Manager. S&P®, S&P 500®, US 500, The 500, iBoxx®, iTraxx® and CDX® are trademarks of S&P Global, Inc. or its affiliates (“S&P”) and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”), and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by the Manager. The ETF is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the Index.

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