BMO ETFs: Views from the Desk

Under the cloud of a potential recession, investors are looking for shorter-term solutions, such as money market ETFs, to weather the storm with rate protection. In today’s episode, portfolio managers Alfred Lee, Chris McHaney, and your host, Kevin Prins, discuss which direction the sideways market will go. They also look at income-oriented solutions, oil and gas markets, and Canadian housing.

Read the episode summary.

Kevin Prins is the Managing Director, Head of ETF & Managed Accounts Distribution at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on July 20, 2022.

ETFs mentioned in the podcast:

BMO Money Market Fund ETF Series (Ticker: ZMMK)

BMO Ultra Short-Term Bond ETF (Ticker: ZST)

BMO Ultra Short-Term US Bond ETF (USD Units) (Ticker: ZUS.U)

BMO Premium Yield ETF (Ticker: ZPAY)

BMO Low Volatility US Equity ETF (Ticker: ZLU)

BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO)

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

Disclosure:

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 without any kind of notice. 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.

Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds 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, please see the specific risks set out in the prospectus. BMO ETFs 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.

BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc. and BMO Investments Inc. 

®/™Registered trademarks/trademark of Bank of Montreal, used under licence.

This week, the Bank of Canada surprised markets by raising interest rates by a whopping 100 basis points. In today’s episode, portfolio managers Chris Heakes and Matt Montemurro, as well as your host, Mark Raes, discuss how central banks so badly misjudged inflation and what it means for the chances of an economic downturn. They also look at short-term bonds, energy, U.S. equity markets, and ESG investing.

Read the episode summary.

 

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on July 13, 2022.

 

ETFs mentioned in the podcast:

BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

BMO Low Volatility US Equity ETF (Ticker: ZLU)

BMO Short-Term Bond Index ETF (Ticker: ZSB)

BMO Short Corporate Bond Index ETF (Ticker: ZCS)

BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO)

BMO S&P US Mid Cap Index ETF (Ticker: ZMID)

BMO S&P US Small Cap Index ETF (Ticker: ZSML)

BMO S&P 500 Index ETF (Ticker: ZSP)

 

Disclosure:

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 without any kind of notice. 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.

 

S&P®, S&P/TSX Capped Composite®, S&P 500® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”) and “TSX” is a trademark of TSX Inc. These trademarks have been licensed for use by S&P Dow Jones Indices LLC and sublicensed to BMO Asset Management Inc. in connection with the above mentioned BMO ETFs. These BMO ETFs are not sponsored, endorsed, sold or promoted by S&P Dow Jones LLC, S&P, TSX, or their respective affiliates and S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s).

 

Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds 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, please see the specific risks set out in the prospectus. BMO ETFs 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.

 

BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc. and BMO Investments Inc. 

 

®/™Registered trademarks/trademark of Bank of Montreal, used under licence.

With a possible recession on the horizon, investors are wondering if there are similarities between the current environment and economic downturns in 2008 and 2020. In today’s episode, portfolio managers Chris McHaney, Alfred Lee, and your host, Mark Raes, discuss what makes this situation different. They also look at the yield curve, mortgage-backed securities, dividend ETFs, and Canadian banks.

Read the episode summary.

 

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Alfred Lee, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on July 6, 2022.

 

ETFs mentioned in the podcast:

BMO Short Corporate Bond Index ETF (Ticker: ZCS)

BMO S&P 500 Index ETF (Ticker: ZSP)

BMO Long Federal Bond Index ETF (Ticker: ZFL)

BMO Canadian MBS Index ETF (Ticker: ZMBS)

BMO US Dividend ETF (Ticker: ZDY)

BMO Canadian Dividend ETF (Ticker: ZDV)

BMO International Dividend ETF (Ticker: ZDI)

BMO US High Dividend Covered Call ETF (Ticker: ZWH)

BMO Premium Yield ETF (Ticker: ZPAY)

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

BMO Covered Call Canadian Banks ETF (Ticker: ZWB)

 

Disclosure:

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 without any kind of notice. 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.

 

S&P®, S&P/TSX Capped Composite®, S&P 500® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”) and “TSX” is a trademark of TSX Inc. These trademarks have been licensed for use by S&P Dow Jones Indices LLC and sublicensed to BMO Asset Management Inc. in connection with the above mentioned BMO ETFs. These BMO ETFs are not sponsored, endorsed, sold or promoted by S&P Dow Jones LLC, S&P, TSX, or their respective affiliates and S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s).

 

Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds 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, please see the specific risks set out in the prospectus. BMO ETFs 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.

 

BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc. and BMO Investments Inc. 

 

®/™Registered trademarks/trademark of Bank of Montreal, used under licence.

Last week, the Fed raised its key interest rate by 75 basis points, prompting speculation that a similar move by the Bank of Canada may be on the horizon. In today’s episode, portfolio managers Matt Montemurro, Chris Heakes, and your host, Mark Raes, break down what that could mean for the fixed income market. They also discuss corporate bond spreads, dividend ETF strategies, volatility, and the utilities sector.

Read the episode summary.

 

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Matt Montemurro and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on June 22, 2022.

 

ETFs mentioned in the podcast:

BMO Ultra Short-Term Bond ETF (Ticker: ZST)

BMO Short-Term US Treasury Bond Index ETF (Ticker: ZTS)

BMO Short-Term Discount Bond ETF (Ticker: ZSDB)

BMO Short-Term US IG Corporate Bond Hedged to CAD Index ETF (Ticker: ZSU)

BMO Ultra Short-Term US Bond ETF (USD Units) (Ticker: ZUS.U)

BMO Corporate Discount Bond ETF (Ticker: ZCDB)

BMO High Quality Corporate Bond Index ETF (Ticker: ZQB)

BMO Canadian High Dividend Covered Call ETF (Ticker: ZWC)

BMO US High Dividend Covered Call ETF (Ticker: ZWH)

BMO Europe High Dividend Covered Call ETF (Ticker: ZWP)

BMO Global High Dividend Covered Call ETF (Ticker: ZWG)

BMO Covered Call Canadian Banks ETF (Ticker: ZWB)

BMO Covered Call Utilities ETF (Ticker: ZWU)

BMO Equal Weight Utilities Index ETF (Ticker: ZUT)

 

Disclosure:

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 without any kind of notice. 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.

 

Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds 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, please see the specific risks set out in the prospectus. BMO ETFs 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.

 

BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc. and BMO Investments Inc. 

 

®/™Registered trademarks/trademark of Bank of Montreal, used under licence.

Last week, U.S. inflation numbers came in higher than expected, causing the S&P 500 to officially enter bear market territory. In today’s episode, portfolio managers Alfred Lee, Chris McHaney, and your host, Mark Raes, discuss potential catalysts for a stock market rebound, as well as bond yields, low-volatility strategies, fintech, and gold equities.

Read the episode summary.

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on June 15, 2022.

ETFs mentioned in the podcast:

BMO S&P 500 Index ETF (Ticker: ZSP)

BMO S&P/TSX Capped Composite Index ETF (Ticker: ZCN)

BMO MSCI EAFE Index ETF (Ticker: ZEA)

BMO Aggregate Bond Index ETF (Ticker: ZAG)

BMO Short Corporate Bond Index ETF (Ticker: ZCS)

BMO Canadian Bank Income Index ETF (Ticker: ZBI)

BMO Money Market Fund ETF Series (Ticker: ZMMK)

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

BMO Low Volatility US Equity ETF (Ticker: ZLU)

BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

BMO Low Volatility International Equity ETF (Ticker: ZLI)

BMO MSCI Fintech Innovation Index ETF (Ticker: ZFIN)

BMO Equal Weight Global Gold Index ETF (Ticker: ZGD)

 

Disclosure:

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 without any kind of notice. 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.

S&P®, S&P/TSX Capped Composite®, S&P 500® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”) and “TSX” is a trademark of TSX Inc. These trademarks have been licensed for use by S&P Dow Jones Indices LLC and sublicensed to BMO Asset Management Inc. in connection with the above mentioned BMO ETFs. These BMO ETFs are not sponsored, endorsed, sold or promoted by S&P Dow Jones LLC, S&P, TSX, or their respective affiliates and S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s).

The BMO ETFs or securities referred to herein are not sponsored, endorsed or promoted by MSCI Inc. (“MSCI”), and MSCI bears no liability with respect to any such BMO ETFs or securities or any index on which such BMO ETFs or securities are based. The prospectus of the BMO ETFs contains a more detailed description of the limited relationship MSCI has with BMO Asset Management Inc. and any related BMO ETFs.

Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds 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, please see the specific risks set out in the prospectus. BMO ETFs 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.

BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc. and BMO Investments Inc. 

®/™Registered trademarks/trademark of Bank of Montreal, used under licence.

In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dive into second quarter results from Canada’s “Big Six,” discussing their outlook for Financials, how banks weather uncertainty, metrics that can help gauge the economy’s strength, and real estate. They also look at strategies to hedge against inflation, including the BMO Canadian Dividend ETF (ZDV) and the BMO Canadian High Dividend Covered Call ETF (ZWC).

 

Daniel Stanley is an ETF Specialist at BMO Global Asset Management. He is joined on the podcast by Chris Heakes, Portfolio Manager and ETF Specialist, BMO Global Asset Management and Sohrab Movahedi, Managing Director, Financials Research, BMO Capital Markets. This episode was recorded on June 7, 2022.

 

ETFs mentioned in the podcast:

BMO Canadian Dividend ETF (Ticker: ZDV)

BMO Canadian High Dividend Covered Call ETF (Ticker: ZWC)

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

BMO S&P/TSX Capped Composite Index ETF (Ticker: ZCN)

BMO Covered Call Canadian Banks ETF (Ticker: ZWB)

BMO Equal Weight US Banks Hedged to CAD Index ETF (Ticker: ZUB)

BMO Equal Weight US Banks Index ETF (Ticker: ZBK)

BMO Covered Call US Banks ETF (Ticker: ZWK)

 

Disclosure:

 

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 without any kind of notice. 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.

 

S&P®, S&P/TSX Capped Composite®, S&P 500® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”) and “TSX” is a trademark of TSX Inc. These trademarks have been licensed for use by S&P Dow Jones Indices LLC and sublicensed to BMO Asset Management Inc. in connection with the above mentioned BMO ETFs. These BMO ETFs are not sponsored, endorsed, sold or promoted by S&P Dow Jones LLC, S&P, TSX, or their respective affiliates and S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s).

 

Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds 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, please see the specific risks set out in the prospectus. BMO ETFs 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.

 

BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc. and BMO Investments Inc. 

 

®/™Registered trademarks/trademark of Bank of Montreal, used under licence.

Central banks are laser focused on tackling inflation, but even with their aggressive approach, could it persist longer than markets are expecting? In today’s episode, portfolio managers Matt Montemurro, Chris Heakes, and your host, Mark Raes, discuss inflation-linked ETF strategies, as well as U.S. equities and banks, energy, and the portfolio construction and performance of Z-B-I, BMO’s Canadian Bank Income Index ETF.

Read the episode summary.

 

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Matt Montemurro and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on June 8, 2022.

 

ETFs mentioned in the podcast:

BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO)

BMO Real Return Bond Index ETF (Ticker: ZRR)

BMO Short-Term US TIPS Index ETF (Ticker: ZTIP)

BMO Canadian Bank Income Index ETF (Ticker: ZBI)

BMO Equal Weight US Banks Index ETF (Ticker: ZBK)

BMO Covered Call US Banks ETF (Ticker: ZWK)

 

Disclosure:

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 without any kind of notice. 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.

 

Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds 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, please see the specific risks set out in the prospectus. BMO ETFs 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.

 

BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc. and BMO Investments Inc. 

 

®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

Interest rate hikes, the Ontario provincial election, and the stock market’s recent rebound have all been making headlines this week. In today’s episode, portfolio managers Chris McHaney and Matt Montemurro and your host, Mark Raes, round up the latest news and discuss expectations for inflation and further interest rate increases. They also look at provincial bonds, global infrastructure, and Canadian bank earnings.

Read the episode summary.

 

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on June 1, 2022.

 

ETFs mentioned in the podcast:

BMO S&P 500 Index ETF (Ticker: ZSP)

BMO Short Provincial Bond Index ETF (Ticker: ZPS)

BMO Mid Provincial Bond Index ETF (Ticker: ZMP)

BMO Long Provincial Bond Index ETF (Ticker: ZPL)

BMO Short Corporate Bond Index ETF (Ticker: ZCS)

BMO High Quality Corporate Bond Index ETF (Ticker: ZQB)

BMO Corporate Discount Bond ETF (Ticker: ZCDB)

BMO Global Infrastructure Index ETF (Ticker: ZGI)

BMO Brookfield Global Real Estate Tech Fund ETF Series (Ticker: TOWR)

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

BMO Covered Call Canadian Banks ETF (Ticker: ZWB)

 

Disclosure:

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 without any kind of notice. 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.

 

S&P®, S&P/TSX Capped Composite®, S&P 500® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”) and “TSX” is a trademark of TSX Inc. These trademarks have been licensed for use by S&P Dow Jones Indices LLC and sublicensed to BMO Asset Management Inc. in connection with the above mentioned BMO ETFs. These BMO ETFs are not sponsored, endorsed, sold or promoted by S&P Dow Jones LLC, S&P, TSX, or their respective affiliates and S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s).

 

Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds 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, please see the specific risks set out in the prospectus. BMO ETFs 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.

 

BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc. and BMO Investments Inc. 

 

®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

Interest rate hikes, the Ontario provincial election, and the stock market’s recent rebound have all been making headlines this week. In today’s episode, portfolio managers Chris McHaney and Matt Montemurro and your host, Mark Raes, round up the latest news and discuss expectations for inflation and further interest rate increases. They also look at provincial bonds, Elon Musk’s comments about ESG evaluation, global infrastructure, and Canadian bank earnings.

Read the episode summary.

 

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on June 1, 2022.

ETFs mentioned in the podcast:

BMO S&P 500 Index ETF (Ticker: ZSP)

BMO Short Provincial Bond Index ETF (Ticker: ZPS)

BMO Short Corporate Bond Index ETF (Ticker: ZCS)

BMO High Quality Corporate Bond Index ETF (Ticker: ZQB)

BMO Corporate Discount Bond ETF (Ticker: ZCDB)

BMO MSCI USA ESG Leaders Index ETF (Ticker: ESGY)

BMO Global Infrastructure Index ETF (Ticker: ZGI)

BMO Brookfield Global Real Estate Tech Fund ETF Series (Ticker: TOWR)

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

BMO Covered Call Canadian Banks ETF (Ticker: ZWB)

Disclosure:

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 without any kind of notice. 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.

S&P®, S&P/TSX Capped Composite®, S&P 500® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”) and “TSX” is a trademark of TSX Inc. These trademarks have been licensed for use by S&P Dow Jones Indices LLC and sublicensed to BMO Asset Management Inc. in connection with the above mentioned BMO ETFs. These BMO ETFs are not sponsored, endorsed, sold or promoted by S&P Dow Jones LLC, S&P, TSX, or their respective affiliates and S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s).

The BMO ETFs or securities referred to herein are not sponsored, endorsed or promoted by MSCI Inc. (“MSCI”), and MSCI bears no liability with respect to any such BMO ETFs or securities or any index on which such BMO ETFs or securities are based. The prospectus of the BMO ETFs contains a more detailed description of the limited relationship MSCI has with BMO Asset Management Inc. and any related BMO ETFs.

Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds 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, please see the specific risks set out in the prospectus. BMO ETFs 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.

BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc. and BMO Investments Inc.

®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

As market volatility persists and concerns about a recession grow, how will central banks respond? In today’s episode, Chris Heakes, Alfred Lee, and your host, Mark Raes, discuss ways for investors to manage these uncertainties, including covered call and low-volatility strategies. They also look at the bond market, widening yield spreads, and performance across the cap spectrum.

Read the episode summary.

 

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Alfred Lee, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on May 25, 2022.

 

ETFs mentioned in the podcast:

BMO Aggregate Bond Index ETF (Ticker: ZAG)

BMO S&P/TSX Capped Composite Index ETF (Ticker: ZCN)

BMO Ultra Short-Term Bond ETF (Ticker: ZST)

BMO Canadian Bank Income Index ETF (Ticker: ZBI)

BMO Global High Dividend Covered Call ETF (Ticker: ZWG)

BMO Canadian High Dividend Covered Call ETF (Ticker: ZWC)

BMO Mid-Term US IG Corporate Bond Index ETF (Ticker: ZIC)

BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

BMO Low Volatility US Equity ETF (Ticker: ZLU)

BMO S&P 500 Index ETF (Ticker: ZSP)

BMO S&P US Mid Cap Index ETF (Ticker: ZMID)

BMO S&P US Small Cap Index ETF (Ticker: ZSML)

 

Disclosure:

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 without any kind of notice. 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.

 

S&P®, S&P/TSX Capped Composite®, S&P 500® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”) and “TSX” is a trademark of TSX Inc. These trademarks have been licensed for use by S&P Dow Jones Indices LLC and sublicensed to BMO Asset Management Inc. in connection with the above mentioned BMO ETFs. These BMO ETFs are not sponsored, endorsed, sold or promoted by S&P Dow Jones LLC, S&P, TSX, or their respective affiliates and S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s).

 

Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. Exchange traded funds 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, please see the specific risks set out in the prospectus. BMO ETFs 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.

 

BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc. and BMO Investments Inc. 

 

®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.