Lutz Zeitler, CFA, MBA | BMO Global Asset Management

Biden pulls out. What next?

What does Biden pulling out of the U.S. presidential race mean for markets? With Tech stocks slumping, are concerns about a chip war between China and the U.S. warranted? And will the Bank of Canada cut rates again this week?

Politics and profits: Finding wins in an election year

The bad news is that the economic environment is worse than it was one year ago. The good news is that it is still in a pretty strong position and we’re not seeing any signs in the marketplace worrisome enough to warrant taking significant risk off the table.

Managing Director & Portfolio Manager, Head of Fundamental Equities

BMO Global Asset Management

Lutz joined BMO Asset Management Inc.’s Canadian equity team in March 2012 as a portfolio manager primarily focused on the firm’s large cap Canadian dividend and income strategies. Prior to joining BMO AM, Lutz was a portfolio manager with BMO Harris Investment Management where he managed several Canadian equity yield and core mandates. In addition to Lutz’s over two decades of experience in both portfolio management and research, he holds a Master of Business Administration from the Richard Ivey School of Business and is a CFA charterholder.

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