E88 – Switching Gears as the Reopening Trade Slows Down

BMO ETFs: Views from the Desk

With the reopening trade running out of steam, investors must turn their attention now to less obvious drivers of market outcomes, such the billions of dollars currently flowing into the repo market, the growing institutional demand for ESG investments and the recent inflation reports. In today’s episode, Kevin Prins, Alfred Lee and Chris McHaney dive into these underlying trends, offering investors strategic insight into where the market is headed, and which ETFs can help them position for the months ahead. Our experts also discuss the latest factor rotations, and take questions from our audience of financial advisors.

Read the episode summary.

Kevin Prins is the Managing Director and Head of ETF Distribution at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Alfred Lee, both Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on August 12, 2021.

ETFs mentioned in the podcast:

• BMO High Quality Corporate Bond Index ETF (Ticker: ZQB)
• BMO Short-Term US TIPS Index ETF (Ticker: ZTIP)
• BMO Equal Weight REITs Index ETF (Ticker: ZRE)
• BMO Equal Weight Global Base Metals Hedged to CAD Index ETF (Ticker: ZMT)
• BMO Equal Weight Global Gold Index ETF (Ticker: ZGD)
• BMO Premium Yield ETF (Ticker: ZPAY)
• BMO Clean Energy Index ETF (Ticker: ZCLN)

Resources mentioned in the podcast:

• Playing the Long Game in REITs
• Understanding BMO ESG ETFs

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.

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.