The past week has seen more positive vaccine news, but also a stalemate in US stimulus talks – tempering markets with both confidence and caution. In this episode, Alfred Lee, Chris McHaney and Kevin Prins examine the forces at play and offer a range of income and growth solutions while they wait for the fog to clear. They also discuss the new index changes to select BMO ETFs, which guarantee largely the same exposure at an optimized cost. 

Read the episode summary.

Kevin Prins is the Managing Director, Head of ETF & Managed Distribution 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 December 09, 2020.

ETFs mentioned in the podcast:

BMO Equal Weight REITs Index ETF (Ticker: ZRE)

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

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

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

BMO US Preferred Share Index (Ticker: ZUP)

BMO Emerging Markets Bond Hedged to CAD Index ETF (Ticker: ZEF)

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.