20 episodes

In these timely episodes, we provide the latest investment news and expert commentary on the markets, the economy and investing.

BMO ETFs: Views from the Desk BMO Global Asset Management

    • Investing
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In these timely episodes, we provide the latest investment news and expert commentary on the markets, the economy and investing.

    Balancing Gold, Equities and Short & Mid Credit

    Balancing Gold, Equities and Short & Mid Credit

    As markets reckon with a second wave of COVID-19 cases, many Advisors are wondering how best to position their client portfolios. For a broad sweep of trade ideas, Mark Raes, Head of Product, BMO Global Asset Management, speaks with Chris McHaney and Matt Montemurro, two Portfolio Managers and ETF Specialists at BMO Global Asset Management, about strategies that run the gamut from gold to equities, alternatives and Canadian bonds within the short to mid fixed income space.
    ETFs mentioned in the podcast:

    BMO Short Federal Bond Index ETF (Ticker: ZFS)

    BMO Short Corporate Bond Index ETF (Ticker: ZCS)

    BMO Mid Federal Bond Index ETF (Ticker ZFM)

    BMO Mid Corporate Bond Index ETF (Ticker: ZCM)

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

    BMO Junior Gold Index ETF (Ticker: ZJG)


    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. 

    • 32 min
    Key Exposures for a Defensive Growth Portfolio

    Key Exposures for a Defensive Growth Portfolio

    With conflicting data pulling markets in opposite directions, the case for a defensive growth strategy remains firmly intact. That said, what exposures should investors be using? In this episode, 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 allocation challenges in the current environment. From quality to banking, energy, covered calls, emerging markets and fixed income – they provide in-depth analysis, timely commentary and actionable trade ideas to take back to your client conversations. 
    ETFs mentioned in the podcast:

    BMO Low Volatility US Equity ETF (Ticker: ZLU)

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

    BMO BBB Corporate Bond Index ETF (Ticker: ZBBB)

    BMO MSCI Emerging Markets Index ETF (Ticker: ZEM)


    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. 

    • 29 min
    Becoming the “Smart Money” in ETF Flows

    Becoming the “Smart Money” in ETF Flows

    With new ETF data in hand, our BMO experts discuss key Canadian and U.S. exposures that can participate in market rallies – and withstand potential setbacks. From low volatility and quality, to single-ticket balanced funds that can be used to build customized portfolios, listeners will hear valuable insights on solutions that balance risk and opportunity. Led by Mark Raes, Head of Product, BMO Global Asset Management, this discussion will feature ETF insights, trade ideas and commentary from Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management.     
    ETFs mentioned in the podcast:

    BMO Balanced ETF (Ticker ZBAL)

    BMO Balanced ESG ETF (Ticker: ZESG)

    BMO Low Volatility US Equity ETF (Ticker: ZLU)

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


    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. 

    • 34 min
    ZMBS for Defensive Income in the Portfolio

    ZMBS for Defensive Income in the Portfolio

    In the low-rate environment, where can investors find yield in a low-risk portfolio? One source is the BMO Canadian MBS Index ETF (Ticker: ZMBS), a traditionally institutional exposure that delivers strong cash flows by investing in federally insured Canadian mortgages with a term to maturity greater than one year. To understand the defensive income positioning of ZMBS, Danielle Neziol, Product Specialist, BMO Global Asset Management speaks with Jimmy Karam, Director of Trading, BMO Capital Markets, about the unique risk-return benefits of this exposure.  
    ETFs mentioned in the podcast:
    BMO Canadian MBS Index ETF (Ticker: ZMBS)
    Resources:

    BMO Canadian MBS Index ETF: Tactical Opportunity to Add Defensive Income to Portfolios

    BMO Canadian MBS Index ETF: Q&A


    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. 

    • 17 min
    Are Defensive Growth Strategies Working?

    Are Defensive Growth Strategies Working?

    Despite a perfect storm of negative headlines, markets continue to rise in the face of extreme economic uncertainty. Against this backdrop, our experts return to their core trade ideas to see how they have performed in recent weeks – and how they could perform in the weeks ahead. Led by our host Mark Raes, Head of Product, BMO Global Asset Management, this discussion will feature ETF insights, trade ideas and commentary from Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management.
    ETFs mentioned in the podcast:

    BMO Low Volatility US Equity ETF (Ticker: ZLU)

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

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

    BMO BBB Corporate Bond Index ETF (Ticker: ZBBB)

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

    BMO S&P US Mid Cap Index ETF (Ticker: ZMID)


    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. 

    • 32 min
    Decoding Bank Earnings, Gold and China

    Decoding Bank Earnings, Gold and China

    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 (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. 

    • 32 min

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