Investor sentiment is divided on whether or not the liquidity crunch that hit U.S. regional lenders in early March is over, or there are still more ripple effects to come for the financial system. On today’s episode, portfolio managers Alfred Lee, Chris McHaney and your host Mckenzie Box discuss how best to position investors’ exposure to financial stocks. They also decipher what “additional tier-one” bonds are, and the relative safety of these securities within broader portfolios. And finally, some fixed-income strategies to consider in the wake of the latest quarter-point interest rate hike from the Fed. Read the episode summary.

Mckenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on March, 29, 2023.

ETFs mentioned in the podcast:

BMO Clean Energy Index ETF (Ticker: ZCLN)

BMO Canadian Bank Income Index ETF (Ticker: ZBI)

BMO Equal Weight US Banks Hedged to CAD Index ETF (Ticker: ZUB)

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

BMO Covered Call US Banks ETF (Ticker: ZWK)

BMO Long-Term US Treasury Bond Index ETF (Hedged Units) (Ticker: ZTL.F)

BMO Long Federal Bond Index ETF (Ticker: ZFL)

BMO Covered Call Technology ETF (Ticker: ZWT)

Disclosure:

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