As Autum draws near, falling interest rates are nowhere in sight. In today’s episode, portfolio managers Alfred Lee, Winnie Jiang, and your host, Erika Toth, examine what this new era of elevated rates could mean for investors and the economy. They also discuss the rare yield curve phenomenon known as a bear steepener, Canadian and U.S. banks, corporate debt and whether Technology is nearing the end of its run. Read the episode summary.

Erika Toth is a Director of Institutional and Advisory ETF Distribution at BMO Global Asset Management. She is joined on the podcast by Alfred Lee and Winnie Jiang, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Wednesday, August 23, 2023.

ETFs mentioned in the podcast:

BMO Short Corporate Bond Index ETF (Ticker: ZCS)

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

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

BMO Covered Call Canadian Banks ETF (Ticker: ZWB)

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

BMO Covered Call US Banks ETF (Ticker: ZWK)

BMO US Aggregate Bond Index ETF (Ticker: ZUAG)

BMO High Quality Corporate Bond Index ETF (Ticker: ZQB)

BMO NASDAQ 100 Equity Index ETF (Ticker: ZNQ)

BMO NASDAQ 100 Equity Hedged to CAD Index ETF (Ticker: ZQQ)

BMO Covered Call Technology ETF (Ticker: ZWT)

Disclosure:

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