Alfred Lee: Playing Smart Defense
Playing Smart Defense By Alfred Lee, CFA, CMT, DMS, BMO Global Asset Management In this report, we highlight…
Alfred Lee: "In Search of Value"
BMO ETF Portfolio Strategy Report In Search of Value by Alfred Lee, CFA, CMT, DMS, Vice President, Portfolio Manager…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Alfred Lee: Investment Outlook (July 2014)
Waiting For a Pause ... by Alfred Lee, CFA, CMT, DMS Vice President & Investment Strategist BMO ETFs…
Alfred Lee: The Interest Rate Tug-of-War
The Interest Rate Tug-of-War Quarterly ETF Portfolio Strategy Report (Q2 2014) by Alfred Lee, CFA, CMT, DMS, Vice…
Alfred Lee: Slowly Inching Towards Normalization (BMO ETF Strategy Report)
by Alfred Lee, CFA, CMT, DMS, Vice President, BMO ETFs Portfolio Manager & Investment Strategist BMO Asset Management…
Alfred Lee: Top Tax-Loss Harvesting Trade Ideas
Top Tax-Loss Harvesting Trade Ideas Implementing a Tax Strategy as Year-End Approaches. by Alfred Lee, CFA, CMT, DMS…
Alfred Lee: Investment Outlook (October 10, 2013)
Fed Fake-Outs and Debt Ceilings by Alfred Lee, CFA, CMT, DMS Vice President, BMO ETFs Portfolio Manager &…
Alfred Lee: The Taper Tantrum (July 11, 2013)
The Taper Tantrum BMO ETF Portfolio Strategy Report by Alfred Lee, CFA, CMT, DMS, Vice President, BMO ETFs,…
Looking South of the Border
Looking South of the Border Seeking U.S. Equity Exposure through ETFs Alfred Lee, CFA, CMT, DMS Vice President,…
2013 Investment Outlook and Portfolio Strategy (Alfred Lee)
BMO ETF Portfolio Strategy Report A New Year, and More Market Resolutions by Alfred Lee, CFA, CMT, DMS…
Back to Business For Now ... (Quarterly Strategy Report)
Back to Business For Now ... Quarterly Strategy Report by Alfred Lee, Vice President & Investment Strategist BMO…
Positioning Ahead of the FOMC Meeting (Lee)
Positioning Ahead of the FOMC Meeting Taking a Core-Satellite Approach with Canadian Equities Alfred Lee, CFA, CMT, DMS…
The Addiction to Intervention (Lee)
The Addiction to Intervention by Alfred Lee, CFA, CMT, DMS, Vice President & Investment Strategist BMO ETFs…
The Hidden Rally in Canadian Equities (Lee)
The Hidden Rally in Canadian Equities Using a Low Beta Strategy to Increase Portfolio Efficiency Alfred Lee,…
Does the Rally Still Have Legs? (Lee)
Does the Rally Still Have Legs? And Things to Keep an Eye on in the Second Quarter by…