While the delayed vaccine roll-out is putting a dampener on economic reopening efforts, the potential for inflation is still at hand. In this episode, Alfred Lee, Chris Heakes and Mark Raes, outline fixed income strategies that can protect client portfolios. Putting into context the impact of elevated volatility levels, they also discuss the state of factor rotations, giving their top solutions to enhance yields.
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 February 10, 2021.
ETFs mentioned in the podcast:
BMO Short-Term US TIPS Index ETF (Ticker: ZTIP)
BMO Aggregate Bond Index ETF (Ticker: ZAG)
BMO Global High Dividend Covered Call ETF (Ticker: ZWG)
BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
BMO Clean Energy Index ETF (Ticker: ZCLN)
Resources mentioned in the podcast:
Deep Dive podcast: ZWG for Enhanced Yield in Volatile 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.
®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.
