BMO ETFs: Views from the Desk

With oil prices in flux – and coordinated production cuts on the horizon – two BMO experts explore the upshot of tighter credit spread in the bond market, especially across the Canadian high-yield and investment grade space. Led by Mark Raes, Head of Product, BMO Global Asset Management Canada, this episode features insightful commentary from Alfred Lee, Portfolio Manager and Investment Strategist, BMO Global Asset Management.

ETFs mentioned in the podcast:

BMO BBB Corporate Bond Index ETF (Ticker: ZBBB)

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

BMO Ultra Short-Term Bond ETF (Ticker: ZST)

BMO Short-Term US IG Corporate Bond Index ETF (Ticker: ZSU, ZSU.U) 

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 prices shift dramatically in the U.S. and Canada, two BMO experts offer ETF strategies for both bullish and bearish perspectives on the market. Even for investors taking a wait-and-see approach, there are trade ideas which leverage options to mitigate risk – and generate income. Hosted by Mark Raes, Head of Product, BMO Global Asset Management Canada, this podcast features commentary from Chris Heakes and Chris McHaney, both Portfolio Managers and ETF Specialists at BMO Global Asset Management.

ETFs mentioned in the podcast:

BMO Premium Yield ETF (Ticker: ZPAY)

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

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.

With confirmed cases of coronavirus rising rapidly in the U.S., two BMO experts discuss whether a market rally can hold despite the public health situation. In addition to insightful market commentary, the panelists provide useful trading tips, strategies and perspectives on staying invested on the fixed income side of your clients’ portfolios. Appearing in this episode are Mark Raes, Head of Product, BMO Global Asset Management Canada, and Alfred Lee, Portfolio Manager and Investment Strategist, BMO Global Asset Management.

Resources mentioned in the podcast:

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

Views from the Desk: Upgrading to Quality in Your Fixed Income Portfolio

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 expectations for social distancing go from weeks to months, two BMO portfolio managers offer innovative income strategies to give your clients a head start on a potential market recovery – with enhanced yield through large cap, high dividend and covered call exposures. Hosted by Mark Raes, Head of Product, BMO Global Asset Management Canada, this podcast will feature Chris Heakes and Chris McHaney, both 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 Canadian Banks ETF (Ticker: ZWB)

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

BMO Canadian Dividend ETF (Ticker: ZDV)

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 the Federal Reserve steps in to support the corporate bond market, two BMO ETFs experts break down the investor response and provide a go-forward understanding of fixed income ETFs, funds and bonds. In this episode you will hear from Kevin Prins, Managing Director, Head of ETF Managed Accounts Distribution, and Alfred Lee, Portfolio Manager and Investment Strategist, from BMO Global Asset Management. 

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.