BMO ETFs: Views from the Desk

2021 was a strong year for markets and a record year for ETFs. But what’s the outlook for 2022? In this episode, Danielle Neziol and Mark Raes discuss hot topics including responsible investing, inflation, and the recent rotation towards the banking and energy sectors. Listen as our experts examine BMO ETFs that offer investors a chance to access—or hedge against—these big trends.

Danielle Neziol is a Product Specialist at BMO Global Asset Management. She is joined on the podcast by Mark Raes, Head of Product ETFs and Mutual Funds, BMO Global Asset Management.

Read the summary.

 

Related ETFs:

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

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

·      BMO Discount Bond Index ETF (Ticker: ZDB)

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

·      BMO MSCI All Country World High Quality Index ETF (Ticker: ZGQ)

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

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

 

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.

 

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.

Recent equity market volatility continued this week, as did uncertainty around looming interest rate hikes. In today's episode, Mark Raes, Chris McHaney, and Alfred Lee discuss sectors to consider in this turbulent environment. They also look at the recent performance of low-volatility ETFs, provide insight into responsible investing, and explore the benefits of tax-efficient bonds.

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 February 2, 2022.

 

ETFs mentioned in the podcast:

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

·       BMO Covered Call Canadian Banks ETF (US Dollar Units) (Ticker: ZWB.U)

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

·       BMO Covered Call Technology ETF (Ticker: ZWT)

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

·       BMO MSCI ACWI Paris Aligned Climate Equity Index ETF (Ticker: ZGRN)

·       BMO Discount Bond Index ETF (Ticker: ZDB)

·       BMO Corporate Discount Bond ETF (Ticker: ZCDB)

·       BMO MSCI Innovation Index ETF (Ticker: ZINN)

 

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.

Markets have taken investors on a wild ride this week, with volatility increasing in anticipation of the Bank of Canada and the Fed meeting on the same day – the first meeting for each Central Bank in 2022.

 

In today’s episode, Kevin Prins, Chris Heakes, and Alfred Lee discuss ideas to smooth out the ride for investors as markets react to interest rate news. Our experts also discuss the rising tensions between Ukraine and Russia and the resulting impact on oil and gas.

Read the episode summary.

 

Kevin Prins is the Head of ETF & Managed Account Distribution at BMO Global Asset Management. He is joined on the podcast by Chris Heskes and Alfred Lee, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on January 26, 2022.

 

ETFs mentioned in the podcast:

·       BMO Aggregate Bond Index ETF (Ticker: ZAG)

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

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

·       BMO US Preferred Share Hedged to CAD Index ETF (Ticker: ZHP)

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

·       BMO Covered Call Canadian Banks ETF (Ticker: ZWB)

·       BMO Covered Call US Banks ETF (Ticker: ZWK)

·       BMO Global Infrastructure Index ETF (Ticker: ZGI)

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

·       BMO Ultra Short-Term US Bond ETF (US Dollar Accumulating Units) (Ticker: ZUS.V)

·       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).

 

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 first few weeks of 2022 have brought heightened market instability with the rapid increase in interest rates and equity market volatility. In today's episode, Mark Raes, Chris McHaney, and Matt Montemurro discuss a resetting of interest rate expectations and the resulting market sell-off. Our experts provide fixed income strategies to manage the current environment and discuss the strong performance of Canada’s energy 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 Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on January 19, 2022.

 

ETFs mentioned in the podcast:

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

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

·       BMO Corporate Bond Index ETF (Ticker: ZCB)

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

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

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

·       BMO US Dividend ETF (Ticker: ZDY)

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

·       BMO MSCI All Country World High Quality Index ETF (Ticker: ZGQ)

 

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 investors begin to put omicron fears in the rear-view mirror, another market challenge looms – rising inflation. In today’s episode, Mark Raes, Chris Heakes, and Alfred Lee discuss inflation risks and outline strategies to hedge against them. They also provide insight into the strong performance of BMO’s core ETFs in 2021, discuss which ETFs surprised them last year, and highlight the stability of Canadian banks going into 2022.

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 January 12, 2022.

 

ETFs mentioned in the podcast:

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

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

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

·       BMO Global Infrastructure Index ETF (Ticker: ZGI)

·       BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

·       BMO Canadian Dividend ETF (Ticker: ZDV)

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

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

 

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.

As the year comes to a dramatic close with Omicron uncertainty dominating headlines, investors are looking for guidance on positioning their portfolios for 2022. In today’s episode, Mark Raes, Chris McHaney, and Alfred Lee discuss the economic implications of the latest variant. They also open the hood on a positive 2021 to look at distinct components that fueled strong overall market performance and highlight opportunities for growth in 2022. Our experts also outline MSCI ESG rating strategies and the stabilizing impact of 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 December 15, 2021.

 

ETFs mentioned in the podcast:

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

·       BMO US Dividend ETF (Ticker: ZDY)

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

·       BMO NASDAQ 100 Equity Index ETF (Ticker: ZNQ)

·       BMO MSCI Innovation Index ETF (Ticker: ZINN)

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

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

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

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

·       BMO Aggregate Bond Index ETF (Ticker: ZAG)

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

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

·       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.

 

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.

In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dig deeper into fourth quarter results from Canada’s “Big Six,” taking stock of the past year and putting a spotlight on major performance drivers – such as inflation, interest rates and the pandemic. 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 December 7, 2021.

ETFs mentioned in the podcast:

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

BMO Covered Call Canadian Banks ETF (Ticker: ZWB)

 

Disclosures:

To view BMO Capital Markets Equity Research Disclosures, please visit http://researchglobal0.bmocapitalmarkets.com/public-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.

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.

Market expectations of central bank policy changes continue to bounce around. Is it because of the uncertain fears of Omicron? Or admission that inflation may not be transitory after all?. Read the episode summary.

Kevin Prins is the Head of ETF & Managed Account Distribution 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 December 8, 2021.

ETFs mentioned in the podcast:

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

·       BMO MSCI All Country World High Quality Index ETF (Ticker: ZGQ)

·       BMO Aggregate Bond Index ETF (Ticker: ZAG)

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

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

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

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

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

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

·       BMO Canadian Dividend ETF (Ticker: ZDV)

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

·       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)

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

·       BMO Covered Call Canadian Banks ETF (Ticker: ZWB)

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

 

 

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.

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.

Protecting your portfolios is important – but so is capturing growth. When markets enter a volatile period, how should investors balance the risk-reward tradeoff? In this episode, Danielle Neziol and Chris Heakes discuss an innovative factor-based strategy known as Low Volatility that only invests in companies with low beta values. Listen in as our experts look under the hood of BMO’s custom suite of low volatility ETFs, and see which investment product is right for you.

Danielle Neziol is a Product Specialist at BMO Global Asset Management. She is joined on the podcast by Chris Heakes, ETF Strategist and Portfolio Manager, BMO Global Asset Management.

Related ETFs:

BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

BMO Low Volatility US Equity ETF (Ticker: ZLU)

BMO Low Volatility International Equity ETF (Ticker: ZLI)

BMO Low Volatility Emerging Markets Equity ETF (Ticker: ZLE)

 

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.

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 news of the Omicron variant sparking a wild ride in markets, Mark Raes, Chris Heakes and Alfred Lee discuss prudent defensive approaches to navigate the ongoing pandemic uncertainty, including opportunities in the healthcare sector, the forecast for consumer discretionaries, expectations for Canadian banks earnings, and the launch of ZMMK – a new ETF offering a short-term home for tax loss cash.

Read the episode summary.

Read the Canadian Dividends Trade Idea.

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 December 1, 2021.

 

ETFs mentioned in the podcast:

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

BMO Covered Call Canadian Banks ETF (Ticker: ZWB)

BMO Canadian Dividend ETF (Ticker: ZDV)

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

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

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

BMO MSCI Genomic Innovation Index ETF (Ticker: ZGEN)

BMO Global Consumer Discretionary Hedged to CAD Index ETF (Ticker: DISC)

BMO Money Market Fund ETF Series (Ticker: ZMMK)

 

 

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.

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.