Market Insights Blog

Matt joined the BMO ETF portfolio management team in 2012, specializing in fixed income. He is currently the team lead for all fixed income portfolios managed by BMO ETFs. In his role as portfolio manager and trader, Matt, and his team, are responsible for all segments of the fixed income market, both in Canada and internationally. Matt has over a decade of industry experience in managing and trading Canadian federal, provincial, corporate and real return bonds; US Treasury and corporate bonds, both investment grade and high yield (cash bonds and CDX); as well as, emerging market debt. Matt has spent his entire career at BMO joining the bank in 2009. Matt holds an HBA and MBA from the Richard Ivey School of Business at the University of Western Ontario and is a CFA Charter holder.

Erin Allen has been a part of the BMO ETFs team driving growth since the beginning, joining BMO Global Asset Management in 2010 and working her way through a variety of roles gaining experience in client service, sales, and product development. For the past 5+ years, she has been working closely with capital markets desks, index providers, and portfolio managers to bring new ETFs to market that address the evolving needs of investors. More recently, Erin is committed to helping empower investors to feel confident in their investment choices through ETF education. Erin hosts the weekly ETF Market Insights broadcast, delivering ETF education to DIY investors in a clear and concise manner. Her focus is on supporting investors in their own investment journey. Erin has an honors degree from Wilfred Laurier University and her CIM designation.

Kornel is the host of the Build Wealth Canada Podcast, and has been featured for paying off his mortgage in only 6 years while still in his 20s, and becoming one of Canada’s youngest retirees at the age of 32. He now runs a top personal finance and investing podcast created specifically for Canadians with well over 1.4 million downloads, as well as one of Canada’s largest personal finance and investing conferences. There he interviews the top personal finance experts to share their best practices, tips and tactics when it comes to investing and financial planning in Canada.

Larry M. Berman appears weekly on BNN Bloomberg’s Berman’s Call where Canadians look to him to deliver insights about market performance — with a focus on education, asset allocation, and prudent risk management.

Larry is a Chartered Market Technician (CMT), a Chartered Financial Analyst (CFA) charter-holder, a US registered Commodity Trading Advisor (CTA), and holds a BA in Economics from York University.

With 30 years of industry experience, Larry is a is a co-founder, partner and chief investment officer of ETF Capital Management and co-founder of Quintessence Wealth. Prior to founding ETFCM, Larry was chief technical strategist and managing director for CIBC World Markets – where he was ranked as one of Canada’s “Top 3 Analysts” including #1 in fixed-income according to Brendan Wood institutional investor surveys. Larry was also a senior technical analyst for Thomson IFR in Boston and senior technical analyst and trader for Marleau, Lemire Futures in Toronto.

Alfred Lee is a portfolio manager and investment strategist at BMO ETFs, where he currently leads the index equity team, a team which currently manages some of the largest ETFs in Canada. In addition to his portfolio manager duties, Alfred also serves as the investment strategist for the team, putting together trade ideas and model portfolios for institutional and retail clients. Prior to moving to equities, Alfred was a lead portfolio manager on the entire fixed income BMO ETF line up and also spent a year seconded to the Bank of Canada, managing their Provincial Bond Purchase Program (PBPP), one of the central bank’s emergency asset purchase programs in 2020. Prior to joining BMO, Alfred worked at two other Canadian banks as a research analyst, focusing on macro-economics and ETFs and also worked in an institutional consultant practice of a major bank.

ETF Market Insights is Canada’s leading educational resource for Canadian ETF investors of all ages. Each week we explore a new topic with subject matter experts, and we invite our audience to submit questions for thoughtful responses from our panellists.

ETF Market Insights is proudly sponsored by BMO ETFs and occurs every Friday at 1:00PM EST. Replays of all episodes are available each week after the live broadcast. You can access the archive HERE.

We look forward to educating you each week!

As the founder and leader of Sparx, Hamish has always been drawn to big ideas and impactful projects. He has a knack for puns: he once convinced a potato to fall in love with an onion – the secret was to teach them how to be mutually a-peeling.

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