BMO ETFs: Views from the Desk

Earlier this week, markets rallied on news of potential de-escalation in the Russia-Ukraine crisis, but uncertainty around the conflict – as well as inflation and interest rates – continues. In today’s episode, Kevin Prins, Alfred Lee, and Chris McHaney compare U.S. and European equities and discuss discount bonds, the recent decline in trading volume, oil prices, and the implications of yield curve inversions.

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 March 30, 2022.

Watch the BMO Brookfield videos

Register for the BMO Brookfield Interactive Q&A (April 4, 2 pm ET)

ETFs mentioned in the podcast:

BMO MSCI Europe High Quality Hedged to CAD Index ETF (Ticker: ZEQ)

BMO Aggregate Bond Index ETF (Ticker: ZAG)

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.

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 of the BMO ETFs 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 BMO ETF’s 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, the federal Liberals and NDP announced a confidence-and-supply agreement that will likely keep Justin Trudeau in the Prime Minister’s Office until 2025. In today’s episode, Mark Raes, Chris McHaney, and Chris Heakes discuss implications for Canadian banks, as well as fixed income yields, inflation expectations, emerging markets, and the U.S. healthcare sector.

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 Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on March 23, 2022.

Watch the BMO Brookfield videos

Register for the BMO Brookfield Interactive Q&A (April 4, 2 pm ET)

ETFs mentioned in the podcast:

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

BMO Canadian Bank Income Index ETF (Ticker: ZBI)

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

BMO MSCI Emerging Markets Index ETF (Ticker: ZEM)

BMO All-Equity ETF (Ticker: ZEQT)

BMO Balanced ETF (Ticker: ZBAL)

BMO Growth ETF (Ticker: ZGRO)

BMO MSCI India ESG Leaders Index ETF (Ticker: ZID)

BMO MSCI China ESG Leaders Index ETF (Ticker: ZCH)

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.

 

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 (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 that comprises BMO Asset Management Inc. and BMO Investments Inc. 

 

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

The new BMO Canadian Bank Income Index ETF (Ticker: ZBI) is an innovation in fixed income, but how does it fit into a portfolio? In this episode, Alfred Lee and Rob Butler dive deep into the benefits of fixed income ETFs, the process behind creating ZBI and the objectives in crafting its investment exposure, the three components that make up ZBI, and expectations for the future.

Read the sales aid.

 

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

 

Related ETFs:

·       BMO Canadian Bank Income Index ETF (Ticker: ZBI)

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

·       BMO Short Corporate Bond Index ETF (Ticker: ZCS)

 

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.

 

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 S&P 500 experienced a “death cross.” It’s an ominous term, but what does it really mean for equity markets and investors? In today’s episode, Mark Raes, Alfred Lee, and Chris McHaney discuss that topic as well as fixed income volatility, dividend-oriented Canadian companies, covered call strategies, 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 Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on March 16, 2022.

ETFs mentioned in the podcast:

BMO Short Corporate Bond Index ETF (Ticker: ZCS)

BMO Canadian Bank Income Index ETF (Ticker: ZBI)

BMO Canadian Dividend ETF (Ticker: ZDV)

BMO Low Volatility US Equity ETF (Ticker: ZLU)

BMO Low Volatility US Equity Hedged to CAD ETF (Ticker: ZLH)

BMO Covered Call Canadian Banks ETF (Ticker: ZWB)

BMO Covered Call US Banks ETF (Ticker: ZWK)

BMO Covered Call Technology ETF (Ticker: ZWT)

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.

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 that comprises BMO Asset Management Inc. and BMO Investments Inc. 

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

Like it or not, we are living in interesting times… with market volatility, inflation concerns, and geopolitical instability on the minds of every investor. In today’s episode, Mark Raes, Chris McHaney, and Chris Heakes discuss low-volatility strategies, the energy and IT sectors, the impact of interest rate hikes on fixed income, and currency expectations, as well the new collaboration between BMO and Brookfield.

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 Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on March 9, 2022.

ETFs mentioned in the podcast:

BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

BMO Brookfield Global Renewables Infrastructure Fund ETF Series (Ticker: GRNI)

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

BMO Global Infrastructure Index ETF (Ticker: ZGI)

BMO Premium Yield ETF (Ticker: ZPAY)

 

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 (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 that comprises BMO Asset Management Inc. and BMO Investments Inc. 

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

In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dive into first quarter results from Canada’s “Big Six,” discussing major performance drivers such as the Omicron variant, geopolitical conflict, and interest rates. Our experts also offer multiple ways to gain exposure, focusing on the BMO Equal Weight Banks Index ETF (ZEB) and BMO Covered Call Canadian Banks ETF (ZWB).

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 March 7, 2022.

 

ETFs mentioned in the podcast:

·       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 Discount Bond Index ETF (Ticker: ZDB)

·       BMO Canadian Dividend ETF (Ticker: ZDV)

·       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 Managers 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 of the BMO ETFs before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. 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 BMO ETF’s 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.

As the conflict in Ukraine continues, Western countries have rolled out sanctions targeting the Russian economy and financial system, resulting in a freeze in the trading of Russian securities. In today’s episode, Mark Raes, Alfred Lee, and Chris Heakes discuss the impact of these developments on emerging market ETFs. They also examine shifting expectations regarding central banks’ actions for the rest of 2022, price movement in the energy sector, Canadian bank earnings, and the benefits of asset allocation ETFs.

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 March 2, 2022.

 

ETFs mentioned in the podcast:

·        BMO MSCI Emerging Markets Index ETF (Ticker: ZEM)

·        BMO Aggregate Bond Index ETF (Ticker: ZAG)

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

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

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

·        BMO Balanced ETF (Ticker: ZBAL)

·        BMO MSCI Emerging Markets Index ETF (Ticker: ZEM)

·        BMO All-Equity ETF (Ticker: ZEQT)

·        BMO Balanced ESG ETF (Ticker: ZESG)

 

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 episode was recorded on the morning of Wednesday, February 23. As tensions in Russia and Ukraine persist and evolve, investors are concerned about potential knock-on effects. In today’s episode, Mark Raes, Chris McHaney, and Chris Heakes discuss how markets have reacted to historical geopolitical conflicts, examine the consequences of sanctions against Russian debt, look at the oil and gas market, and dive deep into the effects of interest rate hikes on aggregate bonds and equity factor rotation.

 

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on February 23, 2022.

 

ETFs mentioned in the podcast:

·       BMO MSCI Emerging Markets Index ETF (Ticker: ZEM)

·       BMO Emerging Markets Bond Hedged to CAD Index ETF (Ticker: ZEF)

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

·       BMO Aggregate Bond Index ETF (Ticker: ZAG)

·       BMO Long Federal Bond Index ETF (Ticker: ZFL)

·       BMO Long Corporate Bond Index ETF (Ticker: ZLC)

·       BMO Short Federal Bond Index ETF (Ticker: ZFS)

·       BMO Short Corporate Bond Index ETF (Ticker: ZCS)

·       BMO Mid Federal Bond Index ETF (Ticker: ZFM)

·       BMO Mid Corporate Bond Index ETF (Ticker: ZCM)

·       BMO Canadian Dividend ETF (Ticker: ZDV)

·       BMO US Dividend ETF (Ticker: ZDY)

·       BMO International Dividend Hedged to CAD ETF (Ticker: ZDH)

 

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.

Tensions in Ukraine are dominating the news, and investors are wondering how they can best navigate this premonitory situation. In today's episode, Mark Raes, Alfred Lee, and Chris McHaney discuss the possible ramifications for natural gas markets and the European economy. They also look at fixed income positioning, strength in the materials sector, provincial reopening plans, and what matters most to Advisors as we enter tax season.

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 February 16, 2022.

 

ETFs mentioned in the podcast:

·        BMO Low Volatility US Equity ETF (Ticker: ZLU)

·        BMO US Dividend ETF (Ticker: ZDY)

·        BMO Canadian Bank Income Index ETF (Ticker: ZBI)

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

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

·        BMO Equal Weight Industrials Index ETF (Ticker: ZIN)

·        BMO Discount Bond Index ETF (Ticker: ZDB)

·        BMO Aggregate Bond Index ETF (Ticker: ZAG)

·        BMO Corporate Discount Bond ETF (Ticker: ZCDB)

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

·        BMO Balanced ETF (T6 Series) (Ticker: ZBAL.T)

·        BMO Balanced ETF (Ticker: ZBAL)

 

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.

Recent market volatility calmed somewhat this week, but interest rate hikes are still on the horizon. In today's episode, Mark Raes, Matt Montemurro, and Chris Heakes discuss their expectations for the Bank of Canada’s meetings for the rest of 2022. They also look at emerging markets, fixed income performance, and Japan’s unique appeal to asset allocators

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 February 9, 2022.

 

ETFs mentioned in the podcast:

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

·        BMO US Dividend ETF (Ticker: ZDY)

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

·        BMO MSCI Emerging Markets Index ETF (Ticker: ZEM)

·        BMO Aggregate Bond Index ETF (Ticker: ZAG)

·        BMO BBB Corporate Bond Index ETF (Ticker: ZBBB)

·        BMO Floating Rate High Yield ETF (Ticker: ZFH)

·        BMO Canadian Bank Income Index ETF (Ticker: ZBI)

·        BMO Japan Index ETF (Ticker: ZJPN)

·        BMO Japan Index ETF (Hedged Units) (Ticker: ZJPN.F)

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

 

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.