BMO ETFs: Views from the Desk

E38 - Chasing Yield with Quality & Preferred Shares


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When it comes to striking a balance between growth and safety, investors naturally gravitate toward US exposures. However, with a cloud of uncertainty hovering over our neighbours in the south, where can Canadian investors find their target yield? Listen to Mark Raes, Alfred Lee and Chris Heakes as they provide valuable insights on Quality, with a global tilt, and preferred shares, as favourable bets to help boost 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 Alfred Lee and Chris Heakes, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on October 14, 2020.
ETFs mentioned in the podcast:
BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
BMO MSCI All Country World High Quality Index ETF (Ticker: ZGQ)
BMO Global Infrastructure Index ETF (Ticker: ZGI)
BMO Laddered Preferred Share Index ETF (Ticker: ZPR)
BMO Equal Weight US Health Care Index ETF (Tickers: ZHU, ZUH – Hedged to CAD)
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 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.
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BMO ETFs: Views from the DeskBy BMO Exchange Traded Funds


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