E155 – Investors Rotating to Stocks with Rate Cycle Nearing Peak
Manage episode 349397337 series 2769149
The Bank of Canada’s latest trend-setting interest rate hike of half a percentage point marks perhaps its last in the current cycle. In today’s episode, portfolio managers Alfred Lee, Chris Heakes, and your host, McKenzie Box, discuss why the central bank may have hit at least a “pause” on tightening rates further. They also go into the upside for value and dividend stocks as well as near-term institutional bullishness for equities overall. Finally, paths for effective tax-loss selling before the end of the year. Read the episode summary.
McKenzie Box is the Vice President of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Alfred Lee and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on December 7, 2022.
ETFs mentioned in the podcast:
- BMO Short Corporate Bond Index ETF (Ticker: ZCS)
- BMO Long Federal Bond Index ETF (Ticker: ZFL)
- BMO Long-Term US Treasury Bond Index ETF (Ticker: ZTL)
- BMO Canadian Dividend ETF (Ticker: ZDV)
- BMO US Dividend ETF (Ticker: ZDY)
- BMO International Dividend Hedged to CAD ETF (Ticker: ZDH)
- BMO Discount Bond Index ETF (Ticker: ZDB)
- BMO Corporate Discount Bond ETF (Ticker: ZCDB)
- BMO Money Market Fund ETF Series (Ticker: ZMMK)
- BMO S&P 500 Index ETF (Ticker: ZSP)
- BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)
- BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO)
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