BMO ETFs: Views from the Desk

As prominent tech CEOs appear for anti-trust hearings on Capitol Hill, Mark Raes, Chris McHaney and Matt Montemurro take a deeper look at the likes of Facebook, Amazon, Apple and Google (Alphabet). Are they vulnerable to regulatory risk? Where else should investors look for growth? In this episode, our experts offer insight into the future of Big Tech, as well as trade ideas to cover the breadth and depth of the portfolio – from gold miners to mid corporate credit, 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 Matt Montemurro, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on July 29, 2020.

ETFs mentioned in the podcast:

BMO NASDAQ 100 Equity Index ETF (Ticker: ZNQ)

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

BMO Mid Corporate Bond Index ETF (Ticker: ZCM)

BMO Equal Weight REITs Index ETF (Ticker: ZRE)

BMO Conservative ETF (Ticker: ZCON)

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.

Across the pond, the European Union approved an enormous stimulus package for countries still coping with the coronavirus pandemic. Despite the ground breaking step, global markets are expected to remain volatile in the near future. Are there tactical opportunities to be found in the market dislocations? Will European equities catch up with the U.S. stock market? For answers to these timely questions, Mark Raes, Head of Product, BMO Global Asset Management, speaks with Chris McHaney and Matt Montemurro, two Portfolio Managers and ETF Specialists, BMO Global Asset Management, about a range of strategies to manage the risk-return tradeoff.  

ETFs mentioned in the podcast:

Episode Summary

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

BMO Laddered Preferred Share Index ETF (Ticker: ZPR)

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

Disclosures:

The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance.

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.

From drawdowns to market rallies, Quality ETFs have an impressive track record of delivering outperformance on both sides of volatility. Yet despite their proven history, many investors remain unfamiliar with the underlying investment process. To provide insight, Danielle Neziol, Product Specialist, speaks with Chris Heakes, ETF Specialist and Portfolio Manager, about the inner workings of BMO’s Quality ETF Suite. Together, they explore the strategy from all angles – including its risk-return profile, equity selection process and many uses within the portfolio. 

ETFs mentioned in the podcast:

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

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

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

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 companies starting to announce their second quarter earnings, a fragile market confidence hangs in the balance. Will optimism remain through the second half of the year? Or should you begin to pre-position the portfolio for a bear market? In this timely episode, Mark Raes, Head of Product, BMO Global Asset Management, speaks with Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management, about different scenarios and strategies to make the best of these unique times.  

Resources mentioned in the podcast:

BMO NASDAQ 100 Equity Index ETF (Ticker: ZNQ)

BMO MSCI Emerging Markets Index ETF (Ticker: ZEM)

BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

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

 

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 we cross the halfway point of 2020, some investment trends have become clear: it’s been a record year so far for ETFs, volatility has returned with significant force, and capital has seen a flight to quality. From broad beta solutions to factor-based strategies, investors have gravitated toward diversified products that allow them to reduce risk across the portfolio. Looking ahead to the next six months, Mark Raes, Head of Product, BMO Global Asset Management, speaks with Chris McHaney and Matt Montemurro, two Portfolio Managers and ETF Specialists at BMO Global Asset Management, about what solutions they can use to complement defensive growth positions – including precise exposures to Canadian government bonds, an ESG tilt and a Financials sleeve. 

Resources mentioned in the podcast:

Episode Summary

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

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

BMO Balanced ESG ETF (Ticker: ZESG)

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

BMO Government Bond Index ETF (Ticker: ZGB)

 

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 markets reckon with a second wave of COVID-19 cases, many Advisors are wondering how best to position their client portfolios. For a broad sweep of trade ideas, Mark Raes, Head of Product, BMO Global Asset Management, speaks with Chris McHaney and Matt Montemurro, two Portfolio Managers and ETF Specialists at BMO Global Asset Management, about strategies that run the gamut from gold to equities, alternatives and Canadian bonds within the short to mid fixed income space.

ETFs mentioned in the podcast:

BMO Short Federal Bond Index ETF (Ticker: ZFS)

BMO Short Corporate Bond Index ETF (Ticker: ZCS)

BMO Mid Federal Bond Index ETF (Ticker ZFM)

BMO Mid Corporate Bond Index ETF (Ticker: ZCM)

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

BMO Junior Gold Index ETF (Ticker: ZJG)

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 conflicting data pulling markets in opposite directions, the case for a defensive growth strategy remains firmly intact. That said, what exposures should investors be using? In this episode, Mark Raes, Head of Product, BMO Global Asset Management, speaks with Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management, about allocation challenges in the current environment. From quality to banking, energy, covered calls, emerging markets and fixed income – they provide in-depth analysis, timely commentary and actionable trade ideas to take back to your client conversations. 

ETFs mentioned in the podcast:

BMO Low Volatility US Equity ETF (Ticker: ZLU)

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

BMO BBB Corporate Bond Index ETF (Ticker: ZBBB)

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.

With new ETF data in hand, our BMO experts discuss key Canadian and U.S. exposures that can participate in market rallies – and withstand potential setbacks. From low volatility and quality, to single-ticket balanced funds that can be used to build customized portfolios, listeners will hear valuable insights on solutions that balance risk and opportunity. Led by Mark Raes, Head of Product, BMO Global Asset Management, this discussion will feature ETF insights, trade ideas and commentary from Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management.     

ETFs mentioned in the podcast:

BMO Balanced ETF (Ticker ZBAL)

BMO Balanced ESG ETF (Ticker: ZESG)

BMO Low Volatility US Equity ETF (Ticker: ZLU)

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

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.

In the low-rate environment, where can investors find yield in a low-risk portfolio? One source is the BMO Canadian MBS Index ETF (Ticker: ZMBS), a traditionally institutional exposure that delivers strong cash flows by investing in federally insured Canadian mortgages with a term to maturity greater than one year. To understand the defensive income positioning of ZMBS, Danielle Neziol, Product Specialist, BMO Global Asset Management speaks with Jimmy Karam, Director of Trading, BMO Capital Markets, about the unique risk-return benefits of this exposure.  

ETFs mentioned in the podcast:

BMO Canadian MBS Index ETF (Ticker: ZMBS)

Resources:

BMO Canadian MBS Index ETF: Tactical Opportunity to Add Defensive Income to Portfolios

BMO Canadian MBS Index ETF: Q&A

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.

Despite a perfect storm of negative headlines, markets continue to rise in the face of extreme economic uncertainty. Against this backdrop, our experts return to their core trade ideas to see how they have performed in recent weeks – and how they could perform in the weeks ahead. Led by our host Mark Raes, Head of Product, BMO Global Asset Management, this discussion will feature ETF insights, trade ideas and commentary from Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management.

ETFs mentioned in the podcast:

BMO Low Volatility US Equity ETF (Ticker: ZLU)

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

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

BMO BBB Corporate Bond Index ETF (Ticker: ZBBB)

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

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.