After a streak of good news – including three potential vaccines, the Biden transition and several well-received cabinet appointments – is it finally time for investors to stop playing defense? In today’s podcast, Mark Raes, Alfred Lee and Chris Heakes discuss tactical positions that are hard to ignore in the current rally. In particular, our experts provide insights on Small-cap and Value ETFs that are showing real promise amid a slow economic recovery, as well preferred shares which offer protection as the market soars.
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 Heakes, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on November 25, 2020.
Resources mentioned in the podcast:
·BMO ETF Roadmap
ETFs mentioned in the podcast:
BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
BMO S&P US Small Cap Index ETF (Ticker: ZSML)
BMO US Dividend ETF (Ticker: ZDY)
BMO US High Dividend Covered Call ETF (Ticker: ZWH)
BMO Laddered Preferred Share Index ETF (Ticker: ZPR)
BMO Equal Weight Global Base Metals Hedged to CAD Index ETF (Ticker: ZMT)
Also listen to our Deep Dive episodes:
ZEM – Why Emerging Markets Attract the “Smart Money” in ETF Flows
ZWG for Enhanced Yield in Volatile Markets
Tax-Loss Harvesting for 2020 Year-End
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.
