E156 - Look to Infrastructure as Hedge Against Recession Risk
Manage episode 349834132 series 2769149
Consumer prices continued to decelerate in the United States in November, providing investors more relief that central banks are getting inflation under control. In today’s episode, portfolio managers Chris McHaney, Matt Montemurro, and your host, Mark Raes, discuss whether or not high inflation could persist. They also go into the outlook for infrastructure stocks and the fixed-income market next year. Finally, a timely reminder on tax-loss selling ideas as end-of-year deadlines draw near. Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Matt Montemurro and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Dec. 14, 2022.
ETFs mentioned in the podcast:
- BMO NASDAQ 100 Equity Index ETF (Ticker: ZNQ)
- BMO ARK Innovation Fund ETF Serie (Ticker: ARKK)
- BMO Aggregate Bond Index ETF (Ticker: ZAG)
- BMO Short Corporate Bond Index ETF (Ticker: ZCS)
- BMO Canadian Bank Income Index ETF (Ticker: ZBI)
- BMO Long Federal Bond Index ETF (Ticker: ZFL)
- BMO Global Infrastructure Index ETF (Ticker: ZGI)
- BMO Long-Term US Treasury Bond Index ETF (Ticker: ZTL)
- BMO Covered Call Canadian Banks ETF (Ticker: ZWB)
- BMO Equal Weight Banks Index ETF (Ticker: ZEB)
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