Mere days away from the U.S. elections, the guessing game is on. Who will win the White House? To weather the storm, Mark Raes, Alfred Lee and Chris Heakes offer a defensive approach that can convert election uncertainty into consistent portfolio returns. Our experts also discuss the Q4 BMO Fixed Income and ETF Guided Strategy Reports, where they make the case for a departure from the traditional 60/40 portfolio, and suggest embracing hybrid assets as part of the investment mix.

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 McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on October 28, 2020.

November 4, 2020 at 9:00am ET: Focus on U.S. Election Aftermath

Join a special webcast, with Brian Belski, Jon Adams and Mark Raes, as they assess the impact of the election results on the capital markets. To join the call, use the following link: http://services.choruscall.ca/links/bmo20201104.html

Resources mentioned in the podcast:

BMO ETF Portfolio Strategy Report (Q4 2020)

BMO Quarterly Fixed Income Strategy (Q4 2020)

ETFs mentioned in the podcast:

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

BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

BMO MSCI Emerging Markets Index ETF (Ticker: ZEM)

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

BMO Premium Yield ETF (Ticker: ZPAY)

BMO High Yield US Corporate Bond Hedged to CAD Index ETF (Ticker: ZHY)

Also listen to our Deep Dive episodes:

Why ZPAY Earns More Through a Crisis

ZEM – Why Emerging Markets Attract the “Smart Money” in ETF Flows

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.

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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.