Manage episode 358035995 series 2769149
In the wake of Silicon Valley Bank’s collapse, investors are left wondering: what’s next? On today’s special episode, portfolio managers Alfred Lee, Om Karmalkar, and your host Kevin Prins look for signs of contagion in other regional banks and analyze what cards the Fed has to play. They also discuss where the trouble began, inflation, volatility in the bond market, a silver lining for equities and ways to capitalize on Canadian banking. Read the episode summary.
Kevin Prins is the Managing Director, Head of ETFs and Managed Accounts Distribution at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Omanand Karmalkar, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Tuesday, March 14, 2023.
ETFs mentioned in the podcast:
- BMO Equal Weight US Banks Index ETF (Ticker: ZBK)
- BMO Covered Call US Banks ETF (Ticker: ZWK)
- BMO Long Federal Bond Index ETF (Ticker: ZFL)
- BMO Equal Weight Banks Index ETF (Ticker: ZEB)
- BMO Covered Call Canadian Banks ETF (Ticker: ZWB)
- BMO S&P 500 Index ETF (Ticker: ZSP)
- BMO Dow Jones Industrial Average Hedged to CAD Index ETF (Ticker: ZDJ)
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