17 min
ZMBS for Defensive Income in the Portfolio BMO ETFs: Views from the Desk
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- Investing
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 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.
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 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.
17 min