No matter the outcome of the US election, the emerging theme of volatility is expected to run well into 2021. In today’s episode, Mark Raes, Alfred Lee and Chris McHaney take a broad sweep of de-risking strategies that Advisors can use to get the best returns for their clients. This includes covered calls and option-writing, premium yield and alternative exposure, as well as Real Return Bonds (RRB), which offer protections against the growing concern of inflation.
Read the episode summary.
Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on October 21, 2020.
ETFs mentioned in the podcast:
BMO Global High Dividend Covered Call ETF (Ticker: ZWG)
BMO Premium Yield ETF (Ticker: ZPAY)
BMO Real Return Bond Index ETF (Ticker: ZRR)
BMO Equal Weight Banks Index ETF (Ticker: ZEB)
BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO)
BMO Equal Weight REITs Index ETF (Ticker: ZRE)
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.
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