As tensions run high south of the border, investors may need complementary strategies to ride out the market jitters. To this end, Mark Raes, Chris Heakes and Chris McHaney outline satellite positions that go hand-in-hand with a defensive growth exposure and bring a new dimension to the core holdings such as Quality and Low Volatility ETFs. From call/put options to European equities, U.S. financials and rate set preferred shares, our experts provide actionable insights that Advisors can implement across the portfolio.
Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on August 5, 2020.
ETFs mentioned in the podcast:
BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
BMO Premium Yield ETF (Ticker: ZPAY)
BMO Global Multi-Sector Bond Fund (Ticker: ZMSB)
BMO S&P/TSX Capped Composite Index ETF (Ticker: ZCN)
BMO S&P 500 Index ETF (Ticker: ZSP)
BMO Laddered Preferred Share Index ETF (Ticker: ZPR)
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.
