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Kiran Navaratnam

Kiran Navaratnam

Vice President and Portfolio Manager, Non-Linear Solutions at BMO Global Asset Management (CFA), based in Toronto.

Aug 25, 2026

BMO ETFs: Views from the Desk

BMO ETFs: Views from the Desk

⁠E328 –⁠ Yield vs. Total Return: What Matters More?

Aug 25 · 30m

Zayla Saunders
Zayla SaundersHOST
20:33
Yeah, I'm very curious your answer to this question.
Kiran Navaratnam
Kiran NavaratnamGUEST
20:36
Absolutely.
Kiran Navaratnam
Kiran NavaratnamGUEST
20:37
Absolutely.
Kiran Navaratnam
Kiran NavaratnamGUEST
20:37
We got a lot of questions on this.
Kiran Navaratnam
Kiran NavaratnamGUEST
20:39
So I think leverage is really a phenomenal tool when used appropriately.
Kiran Navaratnam
Kiran NavaratnamGUEST
20:44
And I think if an investor has a particularly high conviction view, leverage is just a great tool to express that.
Kiran Navaratnam
Kiran NavaratnamGUEST
20:51
However, what's implied in that statement is that it's a tactical expression.
Hilly Cutler
Hilly CutlerHOST
24:13
How does that differ from individual stock volatility? And why does that dispersion even matter?

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