With markets at pre-COVID levels, and corporate spreads tightening for the fifth consecutive month, some investors are tempted to take profits and move to safer ground. To this end, Mark Raes, Head of Product at BMO Global Asset Management, speaks with Matt Montemurro and Charles Myssie, two ETF Specialists and Portfolio Managers, about the upside potential for gold, bond and quality ETFs – taking a closer look at their recent history, and the road ahead. Our experts also examine the current state of Low Volatility investments, offer tax-efficient trade ideas and answer questions submitted by Financial Advisors.
The episode was recorded live on August 12, 2020.
Read the episode summary.
ETFs mentioned in the podcast:
BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
BMO Mid Corporate Bond Index ETF (Ticker: ZCM)
BMO Equal Weight Global Gold Index ETF (Ticker: ZGD)
BMO Discount Bond Index ETF (Ticker: ZDB)
BMO Aggregate Bond Index ETF (Ticker: ZAG)
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.
