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BMO ETFs: Views from the Desk

by BMO Global Asset Management

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

Copyright: ®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

Episodes

E187 – Japan Tries to Pivot

27m · Published 03 Aug 12:30
Last week, the Bank of Japan loosened its yield curve control in a move that shocked markets. In today’s episode, portfolio managers Chris McHaney, Vishal Bhatia, and your host, Mckenzie Box, explore the latest developments and the potential implications of this shift. They also discuss China’s slowing economy, Fitch’s U.S. credit rating downgrade and agricultural commodities. Read the episode summary. Mckenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Chris McHaney and Vishal Bhatia, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Thursday, August 2, 2023. ETFs mentioned in the podcast: BMO Japan Index ETF (Hedged Units) (Ticker: ZJPN.F) BMO MSCI China ESG Leaders Index ETF (Ticker: ZCH) BMO MSCI Emerging Markets Index ETF (Ticker: ZEM) BMO MSCI All Country World High Quality Index ETF (Ticker: ZGQ) BMO Short-Term US Treasury Bond Index ETF (USD Units) (Ticker: ZUS.U) BMO Global Agriculture ETF (Ticker: ZEAT) 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. 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. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. The BMO ETFs or securities referred to herein are not sponsored, endorsed or promoted by MSCI Inc. (“MSCI”), and MSCI bears no liability with respect to any such BMO ETFs or securities or any index on which such BMO ETFs or securities are based. The prospectus of the BMO ETFs contains a more detailed description of the limited relationship MSCI has with BMO Asset Management Inc. and any related BMO ETFs.  Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus of the BMO ETFs 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 BMO ETF’s 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 trademarks/trademark of Bank of Montreal, used under licence.

E186 – What the Workplace Evolution Means for REITs

25m · Published 28 Jul 13:17
Office vacancy rates continue to rise, as hybrid and work-from-home trends take hold. In today’s episode, portfolio managers Matt Montemurro, Alfred Lee, and your host, Mckenzie Box, examine what this means for REITs and whether it will get worse before it gets better. They also discuss diversification strategies, trends in gold and ways to enhance after-tax returns. Read the episode summary. Mckenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Matt Montemurro and Alfred Lee, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Thursday, July 27, 2023. ETFs mentioned in the podcast: BMO Equal Weight REITs Index ETF (Ticker: ZRE) BMO Ultra Short-Term US Bond ETF (USD Units) (Ticker: ZUS.U) BMO Short-Term US IG Corporate Bond Hedged to CAD Index ETF (Ticker: ZSU) BMO Equal Weight Global Gold Index ETF (Ticker: ZGD) BMO Discount Bond Index ETF (Ticker: ZDB) BMO Aggregate Bond Index ETF (Ticker: ZAG) BMO Short-Term Discount Bond ETF (Ticker: ZSDB) BMO Corporate Discount Bond ETF (Ticker: ZCDB) 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. 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. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus.  Commissions, management fees and expenses (if applicable) all may be associated with investments in BMO ETFs and ETF Series of the BMO Mutual Funds. Please read the ETF facts or prospectus of the relevant BMO ETF or ETF Series before investing. BMO ETFs and ETF Series 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 or ETF Series of the BMO Mutual Funds, please see the specific risks set out in the prospectus. BMO ETFs and ETF Series 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. ETF Series of the BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal. BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. ®/™Registered trademarks/trademark of Bank of Montreal, used under licence.

BMO ETF Q3 Investment Strategy

19m · Published 27 Jul 23:21
Are the central banks winning the battle against inflation? While the latest Canadian CPI print suggests we are moving in the right direction, it’s likely too early to call a victory. In this episode, Erika Toth and Alfred Lee discuss the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which examine the inversion of the yield curve, the U.S. dollar, Canadian banks’ valuations, Technology and portfolio positioning across asset classes. Erika Toth is a Director of ETF Distribution at BMO ETFs. She is joined on the podcast by Alfred Lee, Director, Portfolio Manager and Investment Strategist at BMO Global Asset Management. BMO ETF Portfolio Strategy Report – Q3 2023 BMO ETF Fixed Income Strategy Report – Q3 2023 Related ETFs: BMO Discount Bond Index ETF (Ticker: ZDB) BMO Short-Term US IG Corporate Bond Hedged to CAD Index ETF (Ticker: ZSU) BMO Long-Term US Treasury Bond Index ETF (Ticker: ZTL) BMO Ultra Short-Term Bond ETF (Ticker: ZST) BMO Short-Term US TIPS Index ETF (Hedged Units) (Ticker: ZTIP.F) BMO Equal Weight Banks Index ETF (Ticker: ZEB) BMO Equal Weight US Banks Index ETF (Ticker: ZBK) BMO Covered Call Technology ETF (Ticker: ZWT)   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. 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. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. Commissions, management fees and expenses (if applicable) all may be associated with investments in BMO ETFs and ETF Series of the BMO Mutual Funds. Please read the ETF facts or prospectus of the relevant BMO ETF or ETF Series before investing. BMO ETFs and ETF Series 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 or ETF Series of the BMO Mutual Funds, please see the specific risks set out in the prospectus. BMO ETFs and ETF Series 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. ETF Series of the BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal. BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. ®/™Registered trademarks/trademark of Bank of Montreal, used under licence.

E185 – Is It Time to Buy International Equities?

24m · Published 21 Jul 10:41
A shift toward international equities is seemingly underway, but what is the catalyst for this movement? In today’s episode, portfolio managers Chris Heakes, Omanand Karmalkar and your host, Mckenzie Box, analyze valuations and look for opportunities abroad. They also discuss U.S. and Canadian banks, mega-cap Tech stocks and infrastructure. Read the episode summary. Mckenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Chris Heakes and Omanand Karmalkar, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Wednesday, July 19, 2023. ETFs mentioned in the podcast: BMO Europe High Dividend Covered Call Hedged to CAD ETF (Ticker: ZWE) BMO MSCI Europe High Quality Hedged to CAD Index ETF (Ticker: ZEQ) BMO Japan Index ETF (Hedged Units) (Ticker: ZJPN.F) BMO Equal Weight Banks Index ETF (Ticker: ZEB) BMO ARK Innovation Fund ETF Series (Ticker: ARKK) BMO Covered Call Technology ETF (Ticker: ZWT) BMO Global Infrastructure Index ETF (Ticker: ZGI) 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. 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. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. The BMO ETFs or securities referred to herein are not sponsored, endorsed or promoted by MSCI Inc. (“MSCI”), and MSCI bears no liability with respect to any such BMO ETFs or securities or any index on which such BMO ETFs or securities are based. The prospectus of the BMO ETFs contains a more detailed description of the limited relationship MSCI has with BMO Asset Management Inc. and any related BMO ETFs. Commissions, management fees and expenses (if applicable) all may be associated with investments in BMO ETFs and ETF Series of the BMO Mutual Funds. Please read the ETF facts or prospectus of the relevant BMO ETF or ETF Series before investing. BMO ETFs and ETF Series 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 or ETF Series of the BMO Mutual Funds, please see the specific risks set out in the prospectus. BMO ETFs and ETF Series 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. ETF Series of the BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal. BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. ®/™Registered trademarks/trademark of Bank of Montreal, used under licence.

E184 – Bank of Canada Won’t Rule Out Future Rate Hikes

24m · Published 13 Jul 10:51
Following back-to-back increases, the Bank of Canada’s key interest rate now sits at 5%—the highest level in 22 years. On today’s episode, portfolio managers Alfred Lee, Chris McHaney and your host, Mckenzie Box, explore the impacts on markets and examine where monetary policy may be headed. They also discuss the latest U.S. CPI print, the Nasdaq’s rebalancing and ETF flows and trends. Read the episode summary. Mckenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Wednesday, July 12, 2023. ETFs mentioned in the podcast: BMO Aggregate Bond Index ETF (Ticker: ZAG) BMO Money Market Fund ETF Series (Ticker: ZMMK) BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO) BMO Equal Weight Banks Index ETF (Ticker: ZEB) BMO Equal Weight Utilities Index ETF (Ticker: ZUT) BMO Nasdaq 100 Equity Index ETF (Ticker: ZNQ) 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. 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. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. 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). Commissions, management fees and expenses (if applicable) all may be associated with investments in BMO ETFs and ETF Series of the BMO Mutual Funds. Please read the ETF facts or prospectus of the relevant BMO ETF or ETF Series before investing. BMO ETFs and ETF Series 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 or ETF Series of the BMO Mutual Funds, please see the specific risks set out in the prospectus. BMO ETFs and ETF Series 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. ETF Series of the BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal. BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. ®/™Registered trademarks/trademark of Bank of Montreal, used under licence.

E183 – Canada’s Inflation Slows, but Will It Prevent a Hike?

29m · Published 29 Jun 12:47
Canada’s annual inflation rate cooled to 3.4% in May—still, further monetary tightening is widely expected. On today’s episode, portfolio managers Matt Montemurro, Chris McHaney and your host, Mckenzie Box, dig deeper into the data. They also discuss offsetting rising food costs, the Competition Bureau’s study into retail grocers, corporate bonds and swings in the Volatility Index. Read the episode summary. Mckenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Matt Montemurro and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Wednesday, June 28, 2023. ETFs mentioned in the podcast: BMO Ultra Short-Term Bond ETF (Ticker: ZST) BMO Aggregate Bond Index ETF (Ticker: ZAG) BMO Global Agriculture ETF (Ticker: ZEAT) BMO Long Corporate Bond Index ETF (Ticker: ZLC) BMO Long Federal Bond Index ETF (Ticker: ZFL) 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. 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. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus of the BMO ETFs 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 BMO ETF’s 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 trademarks/trademark of Bank of Montreal, used under licence.

E182 – Listening to the Yield Curve

22m · Published 22 Jun 10:35
Historically, an inverted yield curve has preceded every recession in the past 50 years. On today’s episode, portfolio managers Alfred Lee, Chris Heakes and your host, Mckenzie Box, examine what this quite reliable indicator is telling investors now. They also discuss inflation, the T-bill deluge, value and growth equities, the U.S. dollar and covered call strategies. Read the episode summary. Mckenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Alfred Lee and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Thursday, June 21, 2023. ETFs mentioned in the podcast: BMO Low Volatility US Equity ETF (Ticker: ZLU) BMO Money Market Fund ETF Series (Ticker: ZMMK) BMO Ultra Short-Term US Bond ETF (USD Units) (Ticker: ZUS.U) BMO Covered Call Technology ETF (Ticker: ZWT) BMO US High Dividend Covered Call ETF (Ticker: ZWH) BMO Low Volatility US Equity Hedged to CAD ETF (Ticker: ZLH) BMO Covered Call Canadian Banks ETF (Ticker: ZWB) BMO All-Equity ETF (Ticker: ZEQT) 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. 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. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus of the BMO ETFs before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. 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 BMO ETF’s 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 under which BMO Asset Management Inc. and BMO Investments Inc. operate. ®/™Registered trademarks/trademark of Bank of Montreal, used under licence.

E181 – ‘Diversification Is the Only Free Lunch’ in Investing

24m · Published 16 Jun 12:39
Earlier this week, the Federal Reserve left its policy rate unchanged for the first time in over a year, as expected. On today’s episode, portfolio managers Winnie Jiang, Chris Heakes and your host, Mckenzie Box, analyze where the meeting took a twist. They also discuss hedging strategies, quality dividend payers, the tax efficiency of discount bonds, and international markets. Read the episode summary. Mckenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Winnie Jiang and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Thursday, June 15, 2023. ETFs mentioned in the podcast: BMO Short-Term US IG Corporate Bond Hedged to CAD Index ETF (Ticker: ZSU) BMO Ultra Short-Term US Bond ETF (USD Units) (Ticker: ZUS.U) BMO Long-Term US Treasury Bond Index ETF (Ticker: ZTL) BMO Canadian Dividend ETF (Ticker: ZDV) BMO US Dividend ETF (Ticker: ZDY) BMO US Dividend Hedged to CAD ETF (Ticker: ZUD) BMO Aggregate Bond Index ETF (Ticker: ZAG) BMO Discount Bond Index ETF (Ticker: ZDB) BMO Short-Term Discount Bond ETF (Ticker: ZSDB) BMO Corporate Discount Bond ETF (Ticker: ZCDB) BMO Europe High Dividend Covered Call Hedged to CAD ETF (Ticker: ZWE) 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. 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. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. Commissions, management fees and expenses (if applicable) all may be associated with investments in BMO ETFs and ETF Series of the BMO Mutual Funds. Please read the ETF facts or prospectus of the relevant BMO ETF or ETF Series before investing. BMO ETFs and ETF Series 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 or ETF Series of the BMO Mutual Funds, please see the specific risks set out in the prospectus. BMO ETFs and ETF Series 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. ETF Series of the BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal. BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. ®/™Registered trademarks/trademark of Bank of Montreal, used under licence.

E180 – Decoding Q2 Canadian Bank Earnings

31m · Published 12 Jun 20:03
In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley take a deep dive into second quarter earnings from Canada’s “Big Six,” discussing how the mixed results weighed on investor sentiment. They also examine the markets’ reaction to higher rates and recession risk, the U.S. banking crisis, ETF strategies, TD Bank’s termination of the First Horizon merger, technology's resurgence, the first “social media bank run” and consumer resilience. Daniel Stanley is an ETF Specialist at BMO Global Asset Management. He is joined on the podcast by Chris Heakes, Portfolio Manager and ETF Specialist, BMO Global Asset Management and Sohrab Movahedi, Managing Director, Financials Research, BMO Capital Markets. This episode was recorded on June 9, 2023. ETFs mentioned in the podcast: BMO Equal Weight US Banks Hedged to CAD Index ETF (Ticker: ZUB) BMO Equal Weight US Banks Index ETF (Ticker: ZBK) BMO Equal Weight Banks Index ETF (Ticker: ZEB) BMO Covered Call Canadian Banks ETF (Ticker: ZWB) BMO Covered Call US Banks ETF (Ticker: ZWK) 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. 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. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. Commissions, management fees and expenses (if applicable) all may be associated with investments in BMO ETFs and ETF Series of the BMO Mutual Funds. Please read the ETF facts or prospectus of the relevant BMO ETF or ETF Series before investing. BMO ETFs and ETF Series 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 or ETF Series of the BMO Mutual Funds, please see the specific risks set out in the prospectus. BMO ETFs and ETF Series 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. ETF Series of the BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal. BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. ®/™Registered trademarks/trademark of Bank of Montreal, used under licence.

E179 – Bank of Canada Hikes Again

28m · Published 08 Jun 12:59
This week, the Bank of Canada lifted its conditional pause, raising the key interest rate to 4.75%—a 22-year high. On today’s episode, portfolio managers Matt Montemurro, Chris McHaney and your host, Mckenzie Box, explore the likelihood of further rate hikes. They also discuss ways to monetize volatility, T-bill issuance and market seasonality. Read the episode summary. Mckenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Matt Montemurro and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Wednesday, June 7, 2023. ETFs mentioned in the podcast: BMO Short Corporate Bond Index ETF (Ticker: ZCS) BMO Ultra Short-Term Bond ETF (Ticker: ZST) BMO Covered Call Canadian Banks ETF (Ticker: ZWB) BMO Global Consumer Staples Hedged to CAD Index ETF (Ticker: STPL) BMO Global Consumer Discretionary Hedged to CAD Index ETF (Ticker: DISC) 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. 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. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. Commissions, management fees and expenses (if applicable) all may be associated with investments in BMO ETFs and ETF Series of the BMO Mutual Funds. Please read the ETF facts or prospectus of the relevant BMO ETF or ETF Series before investing. BMO ETFs and ETF Series 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 or ETF Series of the BMO Mutual Funds, please see the specific risks set out in the prospectus. BMO ETFs and ETF Series 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. ETF Series of the BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal. BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. ®/™Registered trademarks/trademark of Bank of Montreal, used under licence.

BMO ETFs: Views from the Desk has 244 episodes in total of non- explicit content. Total playtime is 114:42:15. The language of the podcast is English. This podcast has been added on August 20th 2022. It might contain more episodes than the ones shown here. It was last updated on May 27th, 2024 13:10.

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