With markets shrouded in uncertainty, investors face difficult tradeoffs between growth and income in the portfolio. Where can they invest today that will offer portfolio yield AND upside participation over the next 18 to 24 months as markets recover? Given that covered call strategies help investors navigate through challenging times, this episode will feature the latest edition to BMO’s Covered Call ETF suite: the BMO Global High Dividend Covered Call ETF. For deeper insights on how you can leverage this strategy in your clients’ portfolios, Danielle Neziol, Product Specialist, BMO Global Asset Management sits down with one of the solution’s key architects: Chris Heakes, Portfolio Manager and ETF Specialist.
ETFs mentioned in the podcast:
BMO Global High Dividend Covered Call ETF (Ticker: ZWG)
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 (if any) 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.
