With a U.S. election on the horizon, investors are seeking income-generating strategies to outlast the market volatility. To that end, our experts take a tour of the BMO ETFs roadmap, identifying the best yield opportunities to help meet your clients’ financial planning needs. Listen in as guest host, Kevin Prins, Managing Director, Head of ETF Managed Accounts Distribution, speaks with Chris Heakes and Chris McHaney, two ETF Specialists and Portfolio Managers, about solutions that can provide an adrenaline boost for returns in the portfolio.
The episode was recorded live on August 19, 2020.
Read the episode summary.
Read the 5 ETFs yielding over 5% report.
ETFs mentioned in the podcast:
BMO Canadian High Dividend Covered Call ETF (Ticker: ZWC)
BMO International Dividend ETF (Ticker: ZDI) / See hedged to CAD version
BMO Equal Weight REITs Index ETF (Ticker: ZRE)
BMO Equal Weight Banks Index ETF (Ticker: ZEB)
BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO)
BMO Global High Dividend Covered Call ETF (Ticker: ZWG)
BMO Europe High Dividend Covered Call Hedged to CAD ETF (Ticker: ZWE)
BMO Covered Call US Banks ETF (Ticker: ZWK)
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.
