BMO ETFs: Views from the Desk

Alarm bells rang out across global markets this week, as a major Chinese real estate developer failed to meet its regularly scheduled coupon payment. Investors were left wondering: Is this China’s “Lehman Brothers” moment? In this episode, Mark Raes, Chris Heakes and Matt Montemurro discuss the latest developments of the Evergrande story, and whether the ripple effects will reach Canadian shores. Our experts also talk about bond positioning, low volatility as a tool for riding out market risks, and of course, the recent Canadian election. 

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 September 22, 2021.

ETFs mentioned in the podcast:

BMO Equal Weight REITs Index ETF (Ticker: ZRE)

BMO Aggregate Bond Index ETF (Ticker: ZAG)

BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

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

BMO Clean Energy Index ETF (Ticker: ZCLN)

BMO Real Return Bond Index ETF (Ticker: ZRR)

 

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/TSX Capped Composite® is a registered trademark 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. 

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.

With the federal election just around the corner, many investors are starting to re-evaluate the political risks in their portfolios. To this end, Kevin Prins, Alfred Lee and Chris McHaney explore the potential for a minority government, and what it could mean for positioning the Canadian side of an investment portfolio. Our experts also discuss the prospect of higher US corporate taxes, whether the current volatility is seasonal or cyclical, and how inflation concerns can be eased on both the fixed income and equity sides of the portfolio.

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 McHaney and Alfred Lee, both Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on September 15, 2021.

Fixed Income ETFs mentioned in the podcast:

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

BMO Real Return Bond Index ETF (Ticker: ZRR)

 

Equity ETFs mentioned in the podcast:

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

BMO Clean Energy Index ETF (Ticker: ZCLN)

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

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

BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

 

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/TSX Capped Composite® is a 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

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.

Canadian banks continued their bullish streak through the third quarter, as loan loss provisions surprised to the downside. In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dig deeper into the positive results and other macro factors, including the Delta variant, inflation concerns and potential rate hikes. 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 September 2, 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 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.

What should you do when the stock market goes haywire? Do you wait out the turmoil, or do you sit on the sidelines until it’s over? It’s a trick question, really. Professional investors know that options strategies can split the difference, collecting steady income AND stopping your losses if the markets do eventually plummet. However, what most investors don’t know is that you can get this advanced strategy in a single tool – the BMO Premium Yield ETF (ZPAY). Listen in as host Danielle Neziol and ETF expert Chris McHaney discuss this strategy, and how it can help you “get paid while you wait” through a market crisis.

Read the episode summary

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

ETFs mentioned in the podcast:

BMO Premium Yield ETF (Ticker: ZPAY)

 

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.

Investors seemed jittery this week as two storm clouds lingered over markets, including the Federal Reserve’s potential tapering of asset purchases and the literal bad weather caused by Hurricane Ida – the latter of which led to closures of key oil refineries in the US Gulf. In today’s episode, Kevin Prins, Chris McHaney and Matt Montemurro discuss how fixed income and equity markets are responding to the changing environment, offering numerous trade ideas to help investors stay on the right side of the oil prices – and the yield curve. They also dive into trade balances, recent GDP numbers and strategies to make the most of a slowing economy.

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 McHaney and Matt Montemurro, both Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on August 31, 2021.

Fixed Income ETFs mentioned in the podcast:

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

BMO Long-Term US Treasury Bond Index ETF (Hedged Units) (Ticker: ZTL.F)

BMO Long-Term US Treasury Bond Index ETF (USD Units) (Ticker: ZTL.U)

BMO Aggregate Bond Index ETF (Ticker: ZAG)

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

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

BMO BBB Corporate Bond Index ETF (Ticker: ZBBB)

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

BMO Laddered Preferred Share Index ETF (Ticker: ZPR)

 

Equity ETFs mentioned in the podcast:

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

BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

BMO Clean Energy Index ETF (Ticker: ZCLN)

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

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

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

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

 

 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.

Canadian banks continued to beat market expectations handily this quarter, reporting stronger than anticipated earnings on the back of robust trading and wealth management. The news proved especially timely given that BMO ETF recently lowered its management fee for Z-E-B, an Equal Weight Banks ETF, from 0.55% to 0.25%. In today’s episode, Chris Heakes and Matt Montemurro discuss the outperformance of the “Big Six,” as well as the fee reductions, rotation back to long duration, Delta variant, emerging markets and much 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 Heakes and Matt Montemurro, both Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on August 25, 2021.

ETFs mentioned in the podcast:

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

BMO Monthly Income ETF (Ticker: ZMI)

BMO Aggregate Bond Index ETF (Ticker: ZAG)

BMO Long Federal Bond Index ETF (Ticker: ZFL)

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

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

BMO MSCI Emerging Markets Index ETF (Ticker: ZEM)

 

Resources mentioned in the podcast:

Benefits of ZEB – August 23, 2021

 

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.

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.

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.

Less than a week after Prime Minister Justin Trudeau dissolved parliament to call for a special election, Canadian investors are weighing the potential impact on markets. What would a majority Liberal government mean for the future of the oil industry? How does the Conservative Party propose to manage the country’s growing fiscal deficit? And are any or all of these outcomes already priced into valuations? In today’s episode, Mark Raes, Chris Heakes and Chris McHaney break down the economic implications of the political melee, and contribute several ETF trade ideas to improve your client portfolios.

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, both Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on August 18, 2021.

 

ETFs mentioned in the podcast:

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

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

BMO Clean Energy Index ETF (Ticker: ZCLN)

BMO Discount Bond Index ETF (Ticker: ZDB)

BMO Global Infrastructure Index ETF (Ticker: ZGI)

 

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.

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).

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 the reopening trade running out of steam, investors must turn their attention now to less obvious drivers of market outcomes, such the billions of dollars currently flowing into the repo market, the growing institutional demand for ESG investments and the recent inflation reports. In today’s episode, Kevin Prins, Alfred Lee and Chris McHaney dive into these underlying trends, offering investors strategic insight into where the market is headed, and which ETFs can help them position for the months ahead. Our experts also discuss the latest factor rotations, and take questions from our audience of financial advisors.

Read the episode summary.  

Kevin Prins is the Managing Director and Head of ETF Distribution 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 August 12, 2021.

 

ETFs mentioned in the podcast:

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

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

BMO Equal Weight REITs Index ETF (Ticker: ZRE)

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

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

BMO Premium Yield ETF (Ticker: ZPAY)

BMO Clean Energy Index ETF (Ticker: ZCLN) 

 

Resources mentioned in the podcast:

Playing the Long Game in REITs

Understanding BMO ESG ETFs

 

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.

As the summer wears on, both equity and fixed income markets have been heating up with volatility. Investors looking to cool off can turn to the longer-term trends that extend beyond the next 12 to 18 months – including Clean Energy, Autonomous Tech, Space Tourism and ESG bonds. In this episode, Danielle Neziol, Matt Montemurro and Chris Heakes explore the potential upside of these Megatrends, and how they can be accessed through BMO’s Innovation ETF suite. Our experts also delve into recent trends concerning the Canadian housing market, and outline what, if any, impact investors can expect to see in the Mortgage-Backed Securities market.

Read the episode summary. 

Danielle Neziol is a Product Manager at BMO Global Asset Management. She 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 July 28, 2021.

ETFs mentioned in the podcast:

BMO Clean Energy Index ETF (Ticker: ZCLN)

BMO ESG Corporate Bond Index ETF (Ticker: ESGB)

BMO ESG US Corporate Bond Hedged to CAD Index ETF (Ticker: ESGF)

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

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

BMO Canadian MBS Index ETF (Ticker: ZMBS)

Resources mentioned in the podcast:

Megatrend and Thematic ETFs

 

 

 

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.

The impact of the Delta variant remains uncertain, with some investors moving back into bonds to wait out the volatility. Will the market rebound? Or will the optimism of recent months fade as we move deeper into the third quarter? In this episode, Alfred Lee and Mark Raes take stock of the problem, and offer multiple trade ideas to improve your client portfolios, discussing everything from Industrials to REITs, Premium Yield and Innovation 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, Portfolio Manager and ETF Specialist at BMO Global Asset Management. The episode was recorded live on July 21, 2021.

 

ETFs mentioned in the podcast:

BMO MSCI Genomic Innovation Index ETF (Ticker: ZGEN)

BMO MSCI Innovation Index ETF (Ticker: ZINN)

BMO Equal Weight REITs Index ETF (Ticker: ZRE)

BMO Equal Weight Industrials Index ETF (Ticker: ZIN)

BMO Aggregate Bond Index ETF (Ticker: ZAG)

BMO Laddered Preferred Share Index ETF (Ticker: ZPR)

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

Resources mentioned in the podcast:

Megatrend and Thematic ETFs

Playing the Long Game in REITs

 

 

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.