Quarterly Portfolio Strategy Q3 2022: Is the Quest to Tamp Down Inflation Succeeding?

After a volatile start to the year, headline risk stemming from the Russian invasion of Ukraine and COVID-19 takes a backseat to sticky inflation. As a result, investors are faced with a potential economic slowdown unlike any seen before. How should they prepare? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including current views on inflation’s trajectory, portfolio construction across various asset classes, real yields, structural supply issues, and strategies for protecting against falling equities. Alfred Lee is a Portfolio Manager and Investment Strategist at BMO Global Asset Management. He is joined on the podcast by Erika Toth, Director, BMO ETFs. BMO ETF Portfolio Strategy Report – Q3 2022 BMO ETF Fixed Income Strategy Report – Q3 2022 Related ETFs: BMO Equal Weight Banks Index ETF (Ticker: ZEB) BMO Low Volatility Canadian Equity ETF (Ticker: ZLB) BMO Mid-Term US IG Corporate Bond Index ETF (Ticker: ZIC) BMO Short-Term US IG Corporate Bond Hedged to CAD Index ETF (Ticker: ZSU) BMO Long-Term US Treasury Bond Index ETF (Ticker: ZTL) BMO Low Volatility US Equity ETF (Ticker: ZLU) BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)   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. The BMO ETFs or securities referred to herein are not sponsored, endorsed or promoted by MSCI Inc. (“MSCI”), and MSCI bears no liability with respect to any such BMO ETFs or securities or any index on which such BMO ETFs or securities are based. The prospectus of the BMO ETFs contains a more detailed description of the limited relationship MSCI has with BMO Asset Management Inc. and any related BMO ETFs. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds are not guaranteed, their values change frequently and past performance may not be repeated. For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the prospectus. BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination. BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal. BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc. and BMO Investments Inc. ®/™Registered trademarks/trademark of Bank of Montreal, used under licence.

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