BMO ETFs: Views from the Desk

As Canadian banks announce their Q1 earnings, what insights should investors draw about the current state of the market? To answer this question, our experts break down the recent quarterly reports, and take a tour of over-sold sectors, asset classes and geographies. In addition to our host, Mark Raes, Head of Product, BMO Global Asset Management, this episode will feature commentary from Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management.

ETFs mentioned in the podcast:

BMO Equal Weight Banks Index ETF (Ticker: ZEB)

BMO Covered Call US Banks ETF (Ticker: ZWK)

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

BMO China Equity Index ETF (Ticker: ZCH)

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

Resources:

Update on BMO ETFs and Trade Ideas: ZEB, ZWK and 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.

Faced with an uncertain future, many investors are searching for innovative tools to add income in the portfolio. Where should they go in this historically low rate environment? To answer this very question, our experts go under the hood of the BMO Premium Yield ETF (Ticker: ZPAY), a recently developed strategy that outperformed benchmarks in March and April. In an illuminating discussion, Danielle Neziol, Product Specialist, BMO Global Asset Management speaks with Chris McHaney, Portfolio Manager and ETF Specialist, about the virtues of deploying an options strategy in the current market. 

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 (if any) 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.

Although the current market calls for a prudent approach to investing, certain sectors of the economy – healthcare, technology and infrastructure – offer potential upside that can supplement a core holding of quality and low volatility ETFs. 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 ways to layer these targeted exposures into your clients’ portfolios.

ETFs mentioned in the podcast:

BMO Equal Weight US Health Care Index ETF (Ticker: ZHU)

BMO Global Infrastructure Index ETF (Ticker: ZGI)

BMO Canadian MBS Index ETF (Ticker: ZMBS)

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.

As the pace of a market recovery is thrown into doubt by flawed re-openings in the United States, South Korea and China, many investors are on the hunt for defensive exposures that will also grow the portfolio. To that end, 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 valuable trade ideas and talking points that Investment Advisors can bring back to their client conversations.

ETFs mentioned in the podcast:

Deep Dive: ZWG for Enhanced Yield in Volatile Markets

BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

BMO Low Volatility US Equity ETF (Ticker: ZLU)

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

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

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 (if any) 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.

With markets shrouded in uncertainty, investors face difficult tradeoffs between growth and income in the portfolio. Where can they invest today that will offer portfolio yield AND upside participation over the next 18 to 24 months as markets recover? Given that covered call strategies help investors navigate through challenging times, this episode will feature the latest edition to BMO’s Covered Call ETF suite: the BMO Global High Dividend Covered Call ETF. For deeper insights on how you can leverage this strategy in your clients’ portfolios, Danielle Neziol, Product Specialist, BMO Global Asset Management sits down with one of the solution’s key architects: Chris Heakes, Portfolio Manager and ETF Specialist.

ETFs mentioned in the podcast:

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

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 (if any) 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.

With governments starting to lift shelter-in-place orders, equity prices have rebounded strongly in recent weeks, recovering much of their lost ground from March. Will the market rally hold? To answer the all-important question, our host 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. Together they offer valuable trade ideas to navigate the current environment, ranging from international equities to gold miners and technology giants.

ETFs mentioned in the podcast:

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

BMO MSCI EAFE Index ETF (Ticker: ZEA)

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

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

BMO China Equity Index ETF (Ticker: ZCH)

Resources:

Updates in the ETF Market 

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 (if any) 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.

As equity markets benefit from renewed confidence, some investors may be afraid of missing out on the rally. To that end, Mark Raes, Head of Product, BMO Global Asset Management Canada speaks with Chris Heakes and Chris McHaney, two Portfolio Manager and ETF Specialists at BMO Global Asset Management, about the need for Low Volatility and Quality strategies with a strong history of upside participation. Together they discuss the best way to add exposure and limit downside risks.

ETFs mentioned in the podcast:

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

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

BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

BMO Low Volatility US Equity ETF (Ticker: ZLU)

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 (if any) 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.

In light of recent market volatility, how should investors adjust their portfolios to efficiently manage downside risks? For actionable solutions, Mark Raes, Head of Product, BMO Global Asset Management Canada speaks with his colleagues Chris Heakes and Alfred Lee, both Portfolio Managers and ETF Specialists. Together they explore satellite pieces that can help re-position to meet new challenges in the current environment, and answer questions submitted directly by investment Advisors. 

ETFs mentioned in the podcast:

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

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

BMO Global Infrastructure Index ETF (Ticker: ZGI)

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

Resources:

Updates in the Equity and Fixed Income Market

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 (if any) 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.

With the looming possibility of an earnings shock, many Advisors are on the hunt for defensive strategies to manage risks and gather income across their clients’ portfolios. For actionable insights and timely market commentary, Mark Raes, Head of Product, BMO Global Asset Management Canada, speaks with industry veterans Chris Heakes and Alfred Lee, both Portfolio Managers and ETF Specialists, BMO Global Asset Management, about how best to position for the weeks and months ahead. 

ETFs mentioned in the podcast:

BMO BBB Corporate Bond Index ETF (Ticker: ZBBB)

BMO Canadian MBS Index ETF (Ticker: ZMBS)

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

BMO US High Dividend Covered Call ETF (Ticker: ZWH)

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 (if any) 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.

During turbulent periods, when prices can trade up or down on any given day, factor-based ETFs offer investors a consistent view on equity markets. To discuss which of these factors are best suited to the moment, Mark Raes, Head of Product, BMO Global Asset Management Canada, speaks with Chris Heakes and Chris McHaney, two seasoned Portfolio Managers and ETF Specialists at BMO Global Asset Management. Levering a combination of data and insight, these experts deliver valuable talking points to bring back to your client conversations. 

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 Low Volatility US Equity ETF (Ticker: ZLU)

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.

Commissions, management fees and expenses (if any) 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.