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BMO ETFs: Views from the Desk

By: BMO Global Asset Management
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  • Summary

  • In these timely episodes, we provide the latest investment news and expert commentary on the markets, the economy and investing.
    ®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.
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Episodes
  • E223 – Fed to Shrink Balance Sheet at Slower Pace

    E223 – Fed to Shrink Balance Sheet at Slower Pace
    May 2 2024
    The U.S. Federal Reserve made a big announcement—and it’s not about interest rates. In today’s episode, Portfolio Managers Matt Montemurro, Chris McHaney, and your host, Erika Toth, explore changes to the Fed’s Quantitative Tightening, or QT, program. They also discuss results from the earnings season so far, Canadian GDP numbers, and Japan. Erika Toth is a Director of Institutional and Advisory for Eastern Canada 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, May 1, 2024. ETFs mentioned in the podcast: BMO Low Volatility US Equity ETF (Ticker: ZLU) BMO MSCI USA High Quality Index ETF (Ticker: ZUQ) BMO Japan Index ETF (Ticker: ZJPN) *The Federal Open Market Committee (FOMC) consists of 12 members and holds eight scheduled meetings per year to review economic and financial conditions. Disclaimers: 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 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. This podcast is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. ®/™Registered trademarks/trademark of Bank of Montreal, used under licence.
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    26 mins
  • E222 – 'Higher for Longer' is Back

    E222 – 'Higher for Longer' is Back
    Apr 25 2024
    The higher-for-longer narrative continues. In today’s episode, Portfolio Managers Matt Montemurro, Omanand Karmalkar, and your host, Mckenzie Box, analyze the rate-cut delays and where central bank policy expectations are diverging. They also discuss the Canadian dollar, oil, longer-duration bonds, and covered call strategies. ETFs mentioned in the podcast: BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF (Ticker: ZMU) BMO Mid-Term US IG Corporate Bond Index ETF (Ticker: ZIC) BMO Ultra Short-Term US Bond ETF (USD Units) (Ticker: ZUS.U) BMO Aggregate Bond Index ETF (Ticker: ZAG) BMO Covered Call Energy ETF (Ticker: ZWEN) BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO) BMO High Quality Corporate Bond Index ETF (Ticker: ZQB) BMO US High Dividend Covered Call ETF (Ticker: ZWH) BMO Canadian High Dividend Covered Call ETF (Ticker: ZWC) BMO Covered Call Technology ETF (Ticker: ZWT) BMO Covered Call Canadian Banks ETF (Ticker: ZWB) BMO Global Enhanced Income Fund ETF Series (Ticker: ZWQT) ZWEN, total returns as at 2024/03/28: 1yr: 20.57% ZEO, total returns as at 2024/03/28: 1yr: 26.25%, 3yr: 30.46%, 5yr: 14.94%, 10yr: 1.41%, SI: 1.65% ZQB, total returns as at 2024/03/28: 1yr: 5.17%, 3yr: 0.40%, SI: 1.16% Annualized Distribution Yield: This yield is calculated by taking the most recent regular distribution, or expected distribution, (excluding additional year end distributions) annualized for frequency, divided by current NAV. The yield calculation does not include reinvested distributions. Weighted Average Yield to Maturity: The market value weighted average yield to maturity includes the coupon payments and any capital gain or loss that the investor will realize by holding the bonds to maturity. Disclaimers: 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 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. This podcast is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. ®/™Registered trademarks/trademark of Bank of Montreal, used under licence.
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    27 mins
  • E221 – 2024 Federal Budget Highlights

    E221 – 2024 Federal Budget Highlights
    Apr 19 2024
    In today’s deep-dive episode, John Waters, and your host, Erin Allen, discuss the key takeaways from Ottawa’s recently released 2024 federal budget, breaking down capital gains tax changes, measures affecting registered plans, and other notable proposals—and what it could mean for you. Erin Allen is Vice President of Online Distribution at BMO Exchange Traded Funds. She is joined on the podcast by John Waters, who is Vice President and Director of Tax Consulting Services at BMO Private Wealth. The episode was recorded live on Thursday, April 18, 2024. Download BMO’s 2024 Federal Budget Review  Disclaimers: This podcast is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. The viewpoints expressed by the Interviewee represents their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice. Past performance is no guarantee of future results. This communication is intended for informational purposes only. 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 prospectus. ®/™Registered trademarks/trademark of Bank of Montreal, used under licence.
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    25 mins
Economics Personal Finance
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