E80 – Choosing Wisely within the Equity Universe

BMO ETFs: Views from the Desk

Although G7 countries issued a collaborative statement against China, the political maneuvering failed to rattle investors who were more focused inflation, interest rates and the ongoing economic re-opening. The big question now is: what sectors and themes will benefit most from a return to normalcy? In today’s episode, Mark Raes and Chris McHaney explore multiple ways to build the trade, including through dividends, low volatility and market cap exposures.

Read the episode summary.

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris McHaney, Portfolio Manager and ETF Specialist at BMO Global Asset Management. The episode was recorded live on June 16, 2021.

ETFs mentioned in the podcast:

• BMO MSCI Emerging Markets Index ETF (Ticker: ZEM)
• BMO Canadian High Dividend Covered Call ETF (Ticker: ZWC)
• BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)
• BMO S&P US Small Cap Index ETF (Ticker: ZSML)
• BMO S&P US Small Cap Index ETF (Ticker: ZMID)

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.

S&P®, S&P/TSX Capped Composite®, S&P 500® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”) and “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.

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