BMO ETFs: Views from the Desk

With the Bank of Canada announcing its plans to taper asset purchases, Advisors may be wondering how best to position client portfolios to meet their investment targets. In this episode, Chris Heakes, Alfred Lee and Mark Raes, discuss equity and bond strategies that are poised to benefit from an economic rebound, and play against the headwinds of rising rates.    

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, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on March 24, 2021.

 ETFs mentioned in the podcast:

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

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

BMO Global High Dividend Covered Call ETF (Ticker: ZWG)

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

BMO Clean Energy Index ETF (Ticker: ZCLN)

Additional resources:

Deep Dive episode: Why ZCLN Can Power Long-term Growth

 

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.

After a roaring first quarter, investors may be wondering what’s next for the “Big Six” Canadian banks. In this special episode, Sohrab Movahedi, Ashley Bussin and Chris Heakes sit down with host Daniel Stanley to dig deeper into the Q1 earnings reports. Will revenue continue surprising to the upside? Can credit losses stay low? Where do interest rates come into the picture? Our experts unpack the big questions for investors, focusing in on ETFs that fit easily into any – or all – of your client portfolios. 

Read the trade idea summary.   

Daniel Stanley is an ETF Specialist at BMO Global Asset Management. He is joined on the podcast by Ashley Bussin, Vice President and Research Analyst, BMO Global Asset Management; Chris Heakes, Portfolio Manager and ETF Specialist, BMO Global Asset Management; and Sohrab Movahedi, Managing Director, Financials Research, BMO Capital Markets.

 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 https://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.

The proposed merger of Rogers and Shaw is touted to be Canada’s biggest telecom deal in two decades. What does it mean for investors? According to our experts, Chris McHaney, Matt Montemurro and Mark Raes, it’s a strong opportunity to build on the low-volatility exposure that often serves as a core holding in client portfolios. They also outline inflation-hedging strategies, and solutions to address a steepening yield curve. 

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, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on March 17, 2021.

 ETFs mentioned in the podcast:

BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

BMO MSCI Next Gen Internet Innovation Index ETF (Ticker: ZINT)

BMO BBB Corporate Bond Index ETF (Ticker: ZBBB)

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

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.

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.

Clean energy is having a global moment – one that’s forecasted to reshape energy markets for years to come. With low costs and broad diversification, the BMO Clean Energy Index ETF (ZCLN) offers a comfortable way for investors to take part in the sudden growing demand for renewable technologies. In this episode, Chris Heakes and Danielle Neziol, provide context for the tailwinds driving this megatrend, and explain how it can easily integrate into client portfolios.

Danielle Neziol is a Product Specialist at BMO Global Asset Management. She is joined on the podcast by Chris Heakes, an ETF Specialist and Portfolio Manager specializing in equities and derivatives strategies.

ETFs mentioned in the podcast:

BMO Clean Energy Index ETF (Ticker: ZCLN)

 

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 or is] 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.

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 markets return to normal levels this week, Chris Heakes, Alfred Lee and Mark Raes suggest using the calm to consider longer-term solutions, such ESG and autonomous technology ETFs, which not only steer clear of temporary corrections but also promise strong growth. They also discuss efficient strategies to gain from high yield 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 Heakes and Alfred Lee, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on March 10, 2021.

ETFs mentioned in the podcast:

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

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

BMO Floating Rate High Yield ETF (Ticker: ZFH)

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

 

Additional resources:

ESG investing – Don’t forget to consider bonds

 

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.

Volatility in fixed income markets is expected to worsen in the near term, as investors anticipate rising rates on the back of an imminent economic recovery. In this episode, Chris McHaney, Matt Montemurro and Mark Raes offer valuable solutions to utilize credit spreads and reduce duration risk in the event of negative returns over the coming months.

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, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on March 03, 2021.

 ETFs mentioned in the podcast:

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

BMO MSCI Genomic Innovation Index ETF (Ticker: ZGEN)

BMO Mid Corporate Bond Index ETF (Ticker: ZCM)

BMO Short Corporate Bond Index ETF (Ticker: ZCS)

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

 

 

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.

Both equity and bond markets have taken interesting turns in the past week, from the fluctuations in tech stocks to the rise in 10-year Treasury yields. In this episode, Alfred Lee, Chris Heakes and Mark Raes explain how Advisors can help clients to stay on course with strategies that are designed to withstand short-term corrections, and benefit from a reopening trade. 

Read the episode summary.

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris Heakes, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on February 24, 2021.

 ETFs mentioned in the podcast:

BMO MSCI Fintech Innovation Index ETF (Ticker: ZFIN)

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

BMO BBB Corporate Bond Index ETF (Ticker: ZBBB)

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

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

BMO Covered Call Canadian Banks ETF (Ticker: ZWB)

 

Resources mentioned in the podcast:

Deep Dive podcast: Betting on Megatrends with Innovation 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.

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.

From clean energy to automation and genomics, technological advancements are ushering in an era of unprecedented change across sectors. In this episode, Chris McHaney and Danielle Neziol offer a bird’s-eye view of the biggest Megatrends shaping investor opportunities, and explain why the time to invest in the future is now. 

Danielle Neziol is a Product Specialist at BMO Global Asset Management. She is joined on the podcast by Chris McHaney, an ETF Specialist and Portfolio Manager specializing in equities and derivatives strategies.

ETFs mentioned in the podcast:

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

BMO MSCI Innovation Index ETF (Ticker: ZINN)

 

Resources mentioned in the podcast:

BMO Innovation ETFs

 

Source: “In the U.S., six of the top 10 best-performing ETFs has exposure to the theme of clean energy [in 2020],” RBC Capital Marketing Global ETF Roundup, January 4, 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.

S&P®, S&P/TSX Capped Composite®, S&P 500® [are or is] 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.

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 U.S. equities seem out of reach with valuations reaching an all-time high, it may be a good time to look for alternatives. In this episode, Chris McHaney, Matt Montemurro and Mark Raes look homeward for reasonably-priced stocks and growth opportunities. They also point to emerging markets and ESG, as hard-to-ignore strategies for portfolio diversification. 

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, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on February 17, 2021.

 ETFs mentioned in the podcast:

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

BMO Aggregate Bond Index ETF (Ticker: ZAG)

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

BMO MSCI Emerging Markets Index ETF (Ticker: ZEM)

 

Resources mentioned in the podcast:

Deep Dive podcast: ZEM – Why Emerging Markets Attract the “Smart Money” in ETF Flows

 

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 or is] 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.

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.

While the delayed vaccine roll-out is putting a dampener on economic reopening efforts, the potential for inflation is still at hand. In this episode, Alfred Lee, Chris Heakes and Mark Raes, outline fixed income strategies that can protect client portfolios. Putting into context the impact of elevated volatility levels, they also discuss the state of factor rotations, giving their top solutions to enhance yields.

Read the episode summary.

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris Heakes, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on February 10, 2021.

ETFs mentioned in the podcast:

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

BMO Aggregate Bond Index ETF (Ticker: ZAG)

BMO Global High Dividend Covered Call ETF (Ticker: ZWG)

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

BMO Clean Energy Index ETF (Ticker: ZCLN)

 

Resources mentioned in the podcast:

Deep Dive podcast: ZWG for Enhanced Yield in Volatile Markets

 

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.