BMO ETFs: Views from the Desk

The Biden administration continued to make headlines this week announcing 50 million barrels of oil will be released from their Strategic Petroleum Reserve and Jerome Powell will serve another term as chair of the Federal Reserve. Mark Raes, Chris McHaney and Alfred Lee discuss the economic implications of these decisions, as well as interest rates, currency hedging, US GDP, tax loss harvesting strategies and more. 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 November 24, 2021.

 

ETFs mentioned in the podcast:

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

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

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

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

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

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

·       BMO MSCI Canada Value Index ETF (Ticker: ZVC)

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

·       BMO Covered Call Technology ETF (Ticker: ZWT)

 

 

Disclosures:

The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time 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 the Biden administration signed the highly anticipated $1 trillion infrastructure bill. The bill's signing will spur the breaking of ground at a record pace across the United States. How should advisors leverage their portfolios to take advantage? Mark Raes, Chris Heakes and Matt Montemurro offer key strategies to integrate this significant opportunity into your portfolio. Our experts also discuss the Biden-Xi virtual summit, emerging markets, and a timely take on value vs growth.

Read the episode summary.

 

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on November 17, 2021.

 

ETFs mentioned in the podcast:

·       BMO Global Infrastructure Index ETF (Ticker: ZGI)

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

·       BMO Clean Energy Index ETF (Ticker: ZCLN)

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

·       BMO China Equity Index ETF (Ticker: ZCH)

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

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

·       BMO ESG High Yield US Corporate Bond Index ETF (Ticker: ESGH)

 

 

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., BMO Investments Inc. and BMO Asset Management Corp. 

 

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

Views from the Desk Podcast: E101 – Building Your Inflation Toolkit

With the calendar’s final quarter underway, Mark Raes, Chris McHaney, and Matt Montemurro outline strategies to prep investment portfolios for 2022. Inflation is top of mind and a growing concern with recent short-term rates reacting violently, but has the market overshot expectations for rate hikes, particularly in Canada?

Our experts also discuss credit as a means to mitigate inflation, opportunities in the energy sector, and how industrials will be a big winner as above-average economic activity continues.

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 November 10, 2021.

 

ETFs mentioned in the podcast:

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

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

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

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

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

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

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

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

 

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., BMO Investments Inc. and BMO Asset Management Corp. 

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

All eyes are on Glasgow this week as The UN Climate Change Conference shifts global attention to emission targets. With the environment on their minds Mark Raes, Chris McHaney, and Chris Heakes offer insights into the implications that COP 26 will have on financial markets while providing tools for investors to navigate the ever-evolving energy sector. Our experts also discuss the industry nuances of ESG ratings, investment strategies for snowbirds, and heightened risks in China that may also be creating heightened opportunities.

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 Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on November 3, 2021.

 

ETFs mentioned in the podcast:

·       BMO Clean Energy Index ETF (Ticker: ZCLN)

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

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

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

·       BMO US Dividend ETF (USD Units) (Ticker: ZDY.U)

·       BMO US High Dividend Covered Call ETF (US Dollar Units) (Ticker: ZWH.U)

·       BMO S&P 500 Index ETF (USD Units) (Ticker: ZSP.U)

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

·       BMO Premium Yield ETF (USD Units) (Ticker: ZPAY.U)

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

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

 

 

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., BMO Investments Inc., BMO Asset Management Corp., BMO Asset Management Limited and BMO’s specialized investment management firms.  

®/™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.

Tensions continued to mount at Rogers Communications this week, as Chairman Edward Rogers sought to remove the independent directors who blocked his attempt to oust CEO Joe Natale. Mark Raes, Chris McHaney and Alfred Lee offer insights into this bizarre tale of family in-fighting, while giving investors investment strategies to help navigate the chaos. Our experts also discuss their particular take on Low Volatility stocks, China’s relative value, the status of President Biden’s infrastructure bill, and the persistence of high inflation.

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, both Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on October 27, 2021.

 

ETFs mentioned in the podcast:

BMO Covered Call Utilities ETF (Ticker: ZWU)

BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

BMO Low Volatility US Equity ETF (Ticker: ZLU)

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

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

BMO MSCI Emerging Markets Index ETF (Ticker: ZEM)

BMO Global Infrastructure Index ETF (Ticker: ZGI)

 

Resources mentioned in the podcast:

BMO Low Volatility Methodology

 

 

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.

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

As the US earnings season starts to kick-off, markets have begun to show a preference for quality and fundamentals over sentiment and momentum. So, in today’s episode, Mark Raes, Chris Heakes and Alfred Lee dig into the first round of financial statements to see if the results are strong enough to weather macro headwinds out of China, the Federal Reserve and recent inflation data. Our experts also look at currency hedging strategies, the natural gas shortage in Europe, and ways to monetize the current volatility.

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, both Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on October 20, 2021.

 

ETFs mentioned in the podcast:

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

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

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

 

Resources mentioned in the podcast:

Getting a Handle on the Impact of Currency

The Oil Trade Revisited

BMO Covered Call ETF Methodology

Monthly Derivatives Report

 

 

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.

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

Markets remained uneasy this week, as investors looked for greater certainty around near-term economic growth. Will the reopening trade continue? Or has the market cycle finally turned? In today’s episode, Mark Raes, Chris McHaney and Matt Montemurro discuss multiple factor-based ETFs that investors can use to implement their perspective, while also discussing some long-term opportunities available to investors.

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, both Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on October 13, 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 US Dividend ETF (Ticker: ZDY)

BMO Canadian Dividend ETF (Ticker: ZDV)

BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

BMO Low Volatility US Equity ETF (Ticker: ZLU)

BMO MSCI Innovation Index ETF (Ticker: ZINN)

BMO Floating Rate High Yield ETF (Ticker: ZFH)

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

 

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.

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

Unrest continued to mount in bond markets this week, as the cracks in China’s real estate bubble grew wider and inflation expectations remained stubbornly high. How should investors manage this risk-off moment? For the fixed income side of the portfolio, Mark Raes, Chris Heakes and Matt Montemurro offer key satellite positions to gather yield and protect downside. Our experts also discuss premium yield, base metals, and small and mid cap equities.

Read the episode summary.

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Matt Montemurro, both Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on October 6, 2021.                                        

ETFs mentioned in the podcast:

BMO Aggregate Bond Index ETF (Ticker: ZAG)

BMO Short Corporate Bond Index ETF (Ticker: ZCS)

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

BMO Laddered Preferred Share Index ETF (Ticker: ZPR)

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

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

BMO Premium Yield ETF (Ticker: ZPAY)

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

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

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

 

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).

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.

With markets paring back from all-time highs this week, investors may want to take a closer look at their sector allocations – including Energy, Technology and US Banks. Which areas will thrive amid higher inflation? And what exposures could help investors gather income in spite of the volatility? Mark Raes, Chris McHaney and Alfred Lee answer these timely questions in today’s episode, while naming targeted ETFs that provide investors with unfettered access to sector-specific indexes. Our experts also discuss the latest news related to the Federal Reserve, interest rates and the bond markets.

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, both Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on September 29, 2021.                                            

ETFs mentioned in the podcast:

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

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

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

BMO Aggregate Bond Index ETF (Ticker: ZAG)

BMO Laddered Preferred Share Index ETF (Ticker: ZPR)

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

BMO Covered Call Technology ETF (Ticker: ZWT)

 

 

Disclosures:

The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time 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., BMO Investments Inc., BMO Asset Management Corp., BMO Asset Management Limited and BMO’s specialized investment management firms.  

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