BMO ETFs: Views from the Desk

BMO ETF Q4 Investment Strategy


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Higher interest rates for longer are creating volatility, yet also an opening for investors to earn attractive yields on the front end of the curve. Erika Toth discusses the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which examine the latest market dynamics, and portfolio positioning across asset classes.
Erika Toth is a Director of ETF Distribution at BMO ETFs.
Q4 Portfolio Positioning
Q4 Fixed Income Strategy
Related ETFs:
BMO Discount Bond Index ETF (Ticker: ZDB)
BMO Aggregate Bond Index ETF (Ticker: ZAG)
BMO Short-Term US IG Corporate Bond Hedged to CAD Index ETF (Ticker: ZSU)
BMO Canadian Bank Income Index ETF (Ticker: ZBI)
BMO Money Market Fund ETF Serie (Ticker: ZMMK)
BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO)
BMO Covered Call Technology ETF (Ticker: ZWT)
Disclosures:
The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. 
Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. 
Distributions are not guaranteed and may fluctuate. Distribution rates may change without notice (up or down) depending on market conditions. The payment of distributions should not be confused with an investment fund’s performance, rate of return or yield. If distributions paid by an investment fund are greater than the performance of the fund, your original investment will shrink. Your adjusted cost base will be reduced by the amount of any returns of capital. Commissions, management fees and expenses (if applicable) all may be associated with investments in BMO ETFs and ETF Series of the BMO Mutual Funds. Please read the ETF facts or prospectus of the relevant BMO ETF or ETF Series before investing. BMO ETFs and ETF Series are not guaranteed, their values change frequently and past performance may not be repeated.
For a summary of the risks of an investment in the BMO ETFs or ETF Series of the BMO Mutual Funds, please see the specific risks set out in the prospectus. BMO ETFs and ETF Series trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.   
BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal. ETF Series of the BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal. BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. 
®/™Registered trademarks/trademark of Bank of Montreal, used under licence.
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BMO ETFs: Views from the DeskBy BMO Exchange Traded Funds


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