BMO ETFs: Views from the Desk

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Although many investors shy away from Emerging Markets, they do so to their own disadvantage. A truly global portfolio means investing in geographies outside of North America, with growth assets that diversify from traditional U.S. equities. In this special edition of Deep Dive, Danielle Neziol, Product Specialist, BMO Global Asset Management and Chris Heakes, ETF Specialist and Portfolio Manager, offer an inside look at BMO MSCI Emerging Markets Index ETF, breaking down its numerous tailwinds from China's meteoric rise to the inclusion of A-shares in the index.

ETFs mentioned in the podcast:

 BMO MSCI Emerging Markets Index ETF (Ticker: ZEM)

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 implied volatility surges due to political and COVID-related concerns, investors are faced with a dilemma: How should they meet portfolio goals while also managing the heightened downside risk? For answers to this timely question, Mark Raes, Chris Heakes and Matt Montemurro get creative with their ETF recommendations – offering a number of innovative exposures to capture growth and yield, even as their primary call focuses on strategies with iron-clad defensive positioning.

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 September 02, 2020.

Read the episode summary.

ETFs mentioned in the podcast:

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

BMO Junior Gold Index ETF (Ticker: ZJG)

BMO Long Federal Bond Index ETF (Ticker: ZFL)

BMO BBB Corporate Bond Index ETF (Ticker: ZBBB)

BMO NASDAQ 100 Equity Index ETF (Ticker: ZNQ) / Hedged to CAD (Ticker: ZQQ)

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

BMO Covered Call US Banks ETF (Ticker: ZWK)

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.

While it is tempting to time to market, the current volatility is anything but predictable. A prudent investing style is required to meet fluctuations across equity valuations, commodity prices and the economy. To this end, Mark Raes, Chris Heakes and Chris McHaney weigh in on multiple market scenarios, with valuable trade ideas to maintain a defensive growth position as the uncertainty plays out. Our experts also outline opportunities in the energy sector, which has been reckoning with changing consumer demands, and make the case for why every investor should have a global ESG strategy in the portfolio. 

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, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on September 16, 2020.

Resources mentioned in the podcast:

·      Deep Dive: Why ZPAY Earns More Through a Crisis

ETFs mentioned in the podcast:

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

BMO Low Volatility US Equity ETF (Ticker: ZLU)

BMO Premium Yield ETF (Ticker: ZPAY)

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

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

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

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.

The season of volatility is upon us, bringing with it a correction that is hard to ignore. However, there’s light at the end of the tunnel, according to Mark Raes, Chris Heakes and Matt Montemurro. In this episode our experts discuss government bonds as a safe haven on the fixed income side of the portfolio, as well as other ways to navigate uncertainty in the market. For greater upside, they also examine emerging markets and financials as two satellite exposures that can hold their ground in the long-term.

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, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on September 09, 2020.

ETFs mentioned in the podcast:

·        BMO Aggregate Bond Index ETF (Ticker: ZAG)

·        BMO Government Bond Index ETF (Ticker: ZGB)

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

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

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

·        BMO US Dividend ETF (Ticker: ZDY)

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.

The mood of the market is generally stable, but with Fall upon us, the return of volatility may be closer than previously imagined. From tighter spreads in corporate credit, to changes in the Federal Reserve’s policy mandate, the fixed income market is particularly vulnerable to a rise in uncertainty. To that end, Mark Raes, Chris McHaney and Matt Montemurro dig deeper into strategies that support the fixed income side of the portfolio. Our experts also look at holding emerging markets debt, which offers both yield enhancement and low correlation to traditional bonds and 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 McHaney and Matt Montemurro, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on September 02, 2020.

ETFs mentioned in the podcast:

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

·      BMO Mid Provincial Bond Index ETF (Ticker: ZMP)

·      BMO Government Bond Index ETF (Ticker: ZGB)

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

·      BMO Dow Jones Industrial Average Hedged to CAD Index ETF (Ticker: ZDJ)

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.

With generally positive third-quarter earnings for Canadian banks, the sector received a welcome lift in both market sentiment and outlook. Will U.S. financials similarly surprise to the upside? To answer this question, Mark Raes, Chris Heakes and Chris McHaney offer their insights on how to choose strong satellite positions that complement a core holding of Quality in the portfolio. Our experts also break down the benefits of BMO’s suite of USD ETF Portfolios, which take away the burden of tax-reporting complexities and currency-conversion costs for Canadian investors, and provide a useful solution for stray U.S. holdings.

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, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on August 26, 2020. 

ETFs mentioned in the podcast:

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

BMO Covered Call Canadian Banks ETF (Ticker: ZWB)

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

BMO Covered Call US Banks ETF (Ticker: ZWK)

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

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

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.

Once exclusive to institutional investors, Alternative asset classes are now available across the board. But which “alts” should investors use to complete their portfolios? In this special edition of Deep Dive, Danielle Neziol, Product Specialist, BMO Global Asset Management and Chris Heakes, ETF Specialist and Portfolio Manager, take a sweeping look at ETFs that provide low correlation to the broad market, offering different sources of alpha while helping to balance portfolio risk and volatility.

Resources:

An Alternative Way of Thinking About Portfolio Construction

ETFs mentioned in the podcast:

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

BMO Global Infrastructure Index ETF (Ticker: ZGI)

BMO Equal Weight REITs Index ETF (Ticker: ZRE)

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.

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

With a U.S. election on the horizon, investors are seeking income-generating strategies to outlast the market volatility. To that end, our experts take a tour of the BMO ETFs roadmap, identifying the best yield opportunities to help meet your clients’ financial planning needs. Listen in as guest host, Kevin Prins, Managing Director, Head of ETF Managed Accounts Distribution, speaks with Chris Heakes and Chris McHaney, two ETF Specialists and Portfolio Managers, about solutions that can provide an adrenaline boost for returns in the portfolio.  

The episode was recorded live on August 19, 2020. 

Read the episode summary.

Read the 5 ETFs yielding over 5% report.

ETFs mentioned in the podcast:

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

BMO International Dividend ETF (Ticker: ZDI) / See hedged to CAD version

BMO Equal Weight REITs Index ETF (Ticker: ZRE)

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

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

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

BMO Europe High Dividend Covered Call Hedged to CAD ETF (Ticker: ZWE)

BMO Covered Call US Banks ETF (Ticker: ZWK)

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.

With markets at pre-COVID levels, and corporate spreads tightening for the fifth consecutive month, some investors are tempted to take profits and move to safer ground. To this end, Mark Raes, Head of Product at BMO Global Asset Management, speaks with Matt Montemurro and Charles Myssie, two ETF Specialists and Portfolio Managers, about the upside potential for gold, bond and quality ETFs – taking a closer look at their recent history, and the road ahead. Our experts also examine the current state of Low Volatility investments, offer tax-efficient trade ideas and answer questions submitted by Financial Advisors.

The episode was recorded live on August 12, 2020. 

Read the episode summary.

ETFs mentioned in the podcast:

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

BMO Mid Corporate Bond Index ETF (Ticker: ZCM)

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

BMO Discount Bond Index ETF (Ticker: ZDB)

BMO Aggregate Bond Index ETF (Ticker: ZAG)

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 tensions run high south of the border, investors may need complementary strategies to ride out the market jitters. To this end, Mark Raes, Chris Heakes and Chris McHaney outline satellite positions that go hand-in-hand with a defensive growth exposure and bring a new dimension to the core holdings such as Quality and Low Volatility ETFs. From call/put options to European equities, U.S. financials and rate set preferred shares, our experts provide actionable insights that Advisors can implement across the portfolio.

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, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on August 5, 2020.

ETFs mentioned in the podcast:

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

BMO Premium Yield ETF (Ticker: ZPAY)

BMO Global Multi-Sector Bond Fund (Ticker: ZMSB)

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

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

BMO Laddered Preferred Share Index ETF (Ticker: ZPR)

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.