Despite lingering uncertainty over the US election, markets broke to new highs this week as Pfizer announced a vaccine that is 90% effective for treating COVID-19. Some sectors rallied, other lagged behind – and the factor reversal was historic. For help sorting the wheat from the chaff, Mark Raes, Chris Heakes and Matt Montemurro discuss which ETF strategies are poised for success in this tumultuous investing landscape.
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 Matt Montemurro, two Portfolio Managers and ETF Specialists at BMO Global Asset Management.
ETFs mentioned in the podcast:
BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
BMO Equal Weight Banks Index ETF (Ticker: ZEB)
BMO Aggregate Bond Index ETF (Ticker: ZAG)
BMO High Quality Corporate Bond Index ETF (Ticker: ZQB)
BMO Equal Weight US Health Care Hedged to CAD Index ETF (Ticker: ZUH)
BMO MSCI Canada Value Index ETF (Ticker: ZVC)
BMO MSCI USA Value Index ETF (Ticker: ZVU)
Also listen to our Deep Dive episodes:
E23 – Why “Quality” Outperforms in Bear and Bull Markets
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.
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