Earlier this week, the Federal Reserve left its policy rate unchanged for the first time in over a year, as expected. On today’s episode, portfolio managers Winnie Jiang, Chris Heakes and your host, Mckenzie Box, analyze where the meeting took a twist. They also discuss hedging strategies, quality dividend payers, the tax efficiency of discount bonds, and international markets. Read the episode summary.

Mckenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Winnie Jiang and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Thursday, June 15, 2023.

ETFs mentioned in the podcast:

BMO Short-Term US IG Corporate Bond Hedged to CAD Index ETF (Ticker: ZSU)

BMO Ultra Short-Term US Bond ETF (USD Units) (Ticker: ZUS.U)

BMO Long-Term US Treasury Bond Index ETF (Ticker: ZTL)

BMO Canadian Dividend ETF (Ticker: ZDV)

BMO US Dividend ETF (Ticker: ZDY)

BMO US Dividend Hedged to CAD ETF (Ticker: ZUD)

BMO Aggregate Bond Index ETF (Ticker: ZAG)

BMO Discount Bond Index ETF (Ticker: ZDB)

BMO Short-Term Discount Bond ETF (Ticker: ZSDB)

BMO Corporate Discount Bond ETF (Ticker: ZCDB)

BMO Europe High Dividend Covered Call Hedged to CAD ETF (Ticker: ZWE)

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. 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.

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