E139 – Are Economic Expectations Improving?

BMO ETFs: Views from the Desk

Despite Canada’s inflation easing slightly in July, investors are not out of the woods yet. In today’s episode, portfolio managers Chris Heakes, Matt Montemurro, and your host, Mark Raes, scrutinize the markets’ mini rally. They also discuss the importance of asset allocation in fixed income investments, the rebalancing process, gold prices, and strategies for preserving capital come the fall.

Read the episode summary.

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on August 17, 2022.

ETFs mentioned in the podcast:

• BMO S&P 500 Index ETF (Ticker: ZSP)
• BMO NASDAQ 100 Equity Index ETF (Ticker: ZNQ)
• BMO Low Volatility US Equity ETF (Ticker: ZLU)
• BMO US Dividend ETF (Ticker: ZDY)
• BMO Aggregate Bond Index ETF (Ticker: ZAG)
• BMO Long Federal Bond Index ETF (Ticker: ZFL)
• BMO Long Corporate Bond Index ETF (Ticker: ZLC)
• BMO Growth ETF (Ticker: ZGRO)
• BMO Equal Weight Global Gold Index ETF (Ticker: ZGD)
• BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

Disclosure:

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.

NASDAQ®, and NASDAQ-100 Index® or NASDAQ-100 Index® Hedged to CAD, are registered trademarks of Nasdaq, Inc. (which with its affiliates is referred to as the “Corporations”) and are licensed for use by the Manager. The ETF(s) have not been passed on by the Corporations as to their legality or suitability. The ETF(s) are not issued, endorsed, sold, or promoted by the Corporations. The Corporations make no warranties and bear no liability with respect to the ETF(s).

“TSX” is a trademark of TSX Inc. These trademarks have been licensed for use by S&P Dow Jones Indices LLC and sublicensed to BMO Asset Management Inc. in connection with the above mentioned BMO ETFs. These BMO ETFs are not sponsored, endorsed, sold or promoted by S&P Dow Jones LLC, S&P, TSX, or their respective affiliates and S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s).

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.

BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc. and BMO Investments Inc.

®/™Registered trademarks/trademark of Bank of Montreal, used under licence.