Investors who benefitted from this year’s market rally have much to be thankful for, but is it time for a brief pause? The temptation to sell winners and replace them with new opportunities has certainly grown stronger in Q4. To that end, Mark Raes, Chris Heakes and Chris McHaney deliver rebalancing ideas to take back to your client portfolios, focusing on ex-US geographies that offer both safety and a sound record of performance. Tune in to hear our experts discuss Canadian bonds, equities, and emerging markets, all which help trim excess concentration in U.S. exposures.  

Read the episode summary.

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on October 07, 2020.

Resources mentioned in the podcast:

Deep Dive: ZEM – Why Emerging Markets Attract the “Smart Money” in ETF Flows

Trade Idea: Emerging Growth Opportunities with Emerging Market Equities: The growth engine of the global economy

ETFs mentioned in the podcast:

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

BMO S&P/TSX Capped Composite Index ETF (Ticker: ZCN)

BMO MSCI Emerging Markets Index ETF (Ticker: ZEM)

BMO Aggregate Bond Index ETF (Ticker: ZAG)

Disclosures:

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.

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