BMO ETFs: Views from the Desk

With U.S. inflation remaining near a 40-year high, is a 75-basis-point interest rate hike a real possibility? In today’s episode, Matt Montemurro, Chris McHaney, and your host, Mark Raes, discuss the Fed’s messaging as well as inflation’s impact on TIPS ETFs, volatility and call writing, oil prices, and the U.S. health care 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 McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on May 18, 2022.

 

ETFs mentioned in the podcast:

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

BMO Low Volatility US Equity ETF (Ticker: ZLU)

BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)

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

BMO Short-Term US TIPS Index ETF (Hedged Units) (Ticker: ZTIP.F)

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

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

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

BMO Equal Weight US Health Care Index ETF (Ticker: ZHU)

BMO Equal Weight US Health Care Hedged to CAD Index ETF (Ticker: ZUH)

 

 

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.

With interest rates rising and high inflation persisting, is a recession inevitable? In today’s episode, Alfred Lee, Chris McHaney, and our host, Kevin Prins, look at some of the cautionary signs. They also discuss whether equity markets have bottomed out, the challenges of trying to time the market, and strategies for investors with a lower risk appetite.

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 May 11, 2022.

 

ETFs mentioned in the podcast:

BMO Low Volatility US Equity ETF (Ticker: ZLU)

BMO US Dividend ETF (Ticker: ZDY)

BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)

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

BMO Short Corporate Bond Index ETF (Ticker: ZCS)

BMO Canadian Bank Income Index ETF (Ticker: ZBI)

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

BMO Aggregate Bond Index ETF (Ticker: ZAG)

BMO Premium Yield ETF (Ticker: ZPAY)

BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

BMO Canadian Dividend ETF (Ticker: ZDV)

 

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.

 

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.

With interest rates rising and high inflation persisting, is a recession inevitable? In today’s episode, Alfred Lee, Chris McHaney, and our host, Kevin Prins, look at some of the cautionary signs. They also discuss whether equity markets have bottomed out, the challenges of trying to time the market, and strategies for investors with a lower risk appetite.

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 May 11, 2022.

 

ETFs mentioned in the podcast:

BMO Low Volatility US Equity ETF (Ticker: ZLU)

BMO US Dividend ETF (Ticker: ZDY)

BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)

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

BMO Short Corporate Bond Index ETF (Ticker: ZCS)

BMO Canadian Bank Income Index ETF (Ticker: ZBI)

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

BMO Aggregate Bond Index ETF (Ticker: ZAG)

BMO Premium Yield ETF (Ticker: ZPAY)

BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

BMO Canadian Dividend ETF (Ticker: ZDV)

 

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.

 

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.

This week, we’re opening up the mailbag as our experts answer questions from Advisors and provide updates on several BMO ETFs. Listen in as Chris Heakes, Alfred Lee, and our host, Mark Raes, discuss the use of ETFs as portfolio rebalancing tools, positioning in international equity markets, the REITs sector, and low-volatility ETF strategies.

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 4, 2022.

ETFs mentioned in the podcast:

BMO Aggregate Bond Index ETF (Ticker: ZAG)

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

BMO Short Corporate Bond Index ETF (Ticker: ZCS)

BMO Long-Term US Treasury Bond Index ETF (Ticker: ZTL)

BMO MSCI EAFE Index ETF (Ticker: ZEA)

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

BMO Europe High Dividend Covered Call Hedged to CAD ETF (Ticker: ZWE)

BMO Equal Weight REITs Index ETF (Ticker: ZRE)

BMO Low Volatility US Equity ETF (Ticker: ZLU)

 

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.

The purchase of Twitter by Elon Musk has dominated the news cycle, but what will the knock-on effects be for Tesla and the tech sector in general? In today’s episode, Mark Raes, Chris McHaney, and Matt Montemurro discuss that question as well as the flattening interest rate curve, tax-loss harvesting opportunities, Canadian banks, and dividend ETFs.

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 April 27, 2022.

 

ETFs mentioned in the podcast:

BMO Aggregate Bond Index ETF (Ticker: ZAG)

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

BMO MSCI Tech & Industrial Innovation Index ETF (Ticker: ZAUT)

BMO Discount Bond Index ETF (Ticker: ZDB)

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

BMO Corporate Discount Bond ETF (Ticker: ZCDB)

BMO Short Corporate Bond Index ETF (Ticker: ZCS)

BMO Mid Corporate Bond Index ETF (Ticker: ZCM)

BMO Long Corporate Bond Index ETF (Ticker: ZLC)

BMO Corporate Bond Index ETF (Ticker: ZCB)

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

BMO Covered Call Canadian Banks ETF (Ticker: ZWB)

BMO Canadian Dividend ETF (Ticker: ZDV)

BMO US Dividend ETF (Ticker: ZDY)

BMO International Dividend ETF (Ticker: ZDI)

 

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.

 

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.

This week, we’re opening up the mailbag as our experts answer questions from Advisors and provide updates on several BMO ETFs. Listen in as Chris Heakes, Alfred Lee, and our host, Mark Raes, discuss the use of ETFs as portfolio rebalancing tools, positioning in international equity markets, the REITs sector, and low-volatility ETF strategies.

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 4, 2022.

ETFs mentioned in the podcast:

BMO Aggregate Bond Index ETF (Ticker: ZAG)

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

BMO Short Corporate Bond Index ETF (Ticker: ZCS)

BMO Long-Term US Treasury Bond Index ETF (Ticker: ZTL)

BMO MSCI EAFE Index ETF (Ticker: ZEA)

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

BMO Europe High Dividend Covered Call Hedged to CAD ETF (Ticker: ZWE)

BMO Equal Weight REITs Index ETF (Ticker: ZRE)

BMO Low Volatility US Equity ETF (Ticker: ZLU)

 

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.

Last week, the Bank of Canada raised its key interest rate by 50 basis points, its biggest hike in over two decades. In today’s episode, Mark Raes, Alfred Lee, and Chris Heakes discuss expectations for the rest of the year and implications for bond markets, as well as inflation, the construction and evaluation of ESG products, the metals market, and high-yield bond strategies.

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 Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on April 20, 2022.

 

ETFs mentioned in the podcast:

BMO Aggregate Bond Index ETF (Ticker: ZAG)

BMO MSCI Innovation Index ETF (Ticker: ZINN)

BMO MSCI Canada ESG Leaders Index ETF (Ticker: ESGA)

BMO Equal Weight Global Base Metals Hedged to CAD Index ETF (Ticker: ZMT)

BMO High Yield US Corporate Bond Index ETF (Ticker: ZJK)

BMO High Yield US Corporate Bond Hedged to CAD Index ETF (Ticker: ZHY)

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

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

 

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.

 

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.

Given ongoing uncertainties around interest rates, inflation, and the Russia-Ukraine conflict, what approach should Advisors and investors be taking when it comes to portfolio construction? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including asset allocation considerations, the outlook for the Energy, Banks, and Real Estate Investment Trusts sectors, and fixed income positioning.

Alfred Lee is a Portfolio Manager and Investment Strategist at BMO Global Asset Management. He is joined on the podcast by Erika Toth, Director, BMO ETFs.

BMO ETF Portfolio Strategy Report – Q2 2022

BMO ETF Fixed Income Strategy Report – Q2 2022

Related ETFs:

·       BMO Short-Term US TIPS Index ETF (Hedged Units) (Ticker: ZTIP.F)

·       BMO Laddered Preferred Share Index ETF (Ticker: ZPR)

·       BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)

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

·       BMO MSCI USA Value Index ETF (Ticker: ZVU)

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

·       BMO Equal Weight REITs Index ETF (Ticker: ZRE)

·       BMO Equal Weight Banks Index ETF (Ticker: ZEB)

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

·       BMO Aggregate Bond Index ETF (Ticker: ZAG)

·       BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF (Ticker: ZMU)

 

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 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.

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

This week, the U.S. annual inflation rate reached 8.5%, its highest level in over 40 years. What impact will that have on the bond market? In today’s episode, Mark Raes, Chris McHaney, and Matt Montemurro discuss that question as well as the Nasdaq-100, Russian equities, preferred shares, and gold.

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 April 13, 2022.

 

ETFs mentioned in the podcast:

BMO Long-Term US Treasury Bond Index ETF (Ticker: ZTL)

BMO Long Federal Bond Index ETF (Ticker: ZFL)

BMO Aggregate Bond Index ETF (Ticker: ZAG)

BMO Discount Bond Index ETF (Ticker: ZDB)

BMO Short Corporate Bond Index ETF (Ticker: ZCS)

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

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

BMO Corporate Discount Bond ETF (Ticker: ZCDB)

BMO NASDAQ 100 Equity Hedged to CAD Index ETF (Ticker: ZQQ)

BMO NASDAQ 100 Equity Index ETF (Ticker: ZNQ)

BMO MSCI Emerging Markets Index ETF (Ticker: ZEM)

BMO Laddered Preferred Share Index ETF (Ticker: ZPR)

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.

 

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.

NASDAQ®, and NASDAQ-100 Index® or NASDAQ-100 Index® Hedged to CAD, are registered trademarks of Nasdaq, Inc. (which with its affiliates is referred to as the “Corporations”) and are licensed for use by the Manager. The ETF(s) have not been passed on by the Corporations as to their legality or suitability. The ETF(s) are not issued, endorsed, sold, or promoted by the Corporations. The Corporations make no warranties and bear no liability with respect to the 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.

As the Russia-Ukraine conflict continues to dominate headlines, ESG investing has also been in the spotlight. In today’s episodes, Mark Raes, Chris Heakes, and Alfred Lee discuss that topic as well as interest rates, long-term bonds, covered call and income strategies, and oil.

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 April 6, 2022.

 

ETFs mentioned in the podcast:

BMO MSCI Global ESG Leaders Index ETF (Ticker: ESGG)

BMO Long Federal Bond Index ETF (Ticker: ZFL)

BMO Long-Term US Treasury Bond Index ETF (Ticker: ZTL)

BMO Canadian Bank Income Index ETF (Ticker: ZBI)

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

BMO Premium Yield ETF (Ticker: ZPAY)

BMO S&P 500 Hedged to CAD Index ETF (Ticker: ZUE)

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

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.