E140 – Bulls vs. Bears: Breaking Down Two Scenarios

BMO ETFs: Views from the Desk

With inflation potentially having peaked, could central banks start to lower interest rates sooner than expected? In today’s episode, portfolio managers Charles Myssie, Matt Montemurro, and your host, Mark Raes, break down the cases for a bullish vs. a bearish outlook. They also discuss market volatility, high yield bonds, and Canadian banks.

Read the episode summary.

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Charles Myssie and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on August 24, 2022.

ETFs mentioned in the podcast:

• BMO Covered Call Utilities ETF (Ticker: ZWU)
• BMO Canadian High Dividend Covered Call ETF (Ticker: ZWC)
• BMO US High Dividend Covered Call ETF (Ticker: ZWH)
• BMO High Yield US Corporate Bond Hedged to CAD Index ETF (Ticker: ZHY)
• BMO High Yield US Corporate Bond Index ETF (Ticker: ZJK)
• BMO Floating Rate High Yield ETF (Ticker: ZFH)
• BMO ESG High Yield US Corporate Bond Index ETF (Ticker: ESGH)
• BMO ESG High Yield US Corporate Bond Index ETF (Hedged Units) (Ticker: ESGH.F)
• BMO Short-Term US TIPS Index ETF (Ticker: ZTIP)
• BMO Equal Weight Banks Index ETF (Ticker: ZEB)
• BMO Covered Call Canadian Banks ETF (Ticker: ZWB)

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.

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.