E86 – Surfing Volatility with REITs, Industrials & Bonds

BMO ETFs: Views from the Desk

The impact of the Delta variant remains uncertain, with some investors moving back into bonds to wait out the volatility. Will the market rebound? Or will the optimism of recent months fade as we move deeper into the third quarter? In this episode, Alfred Lee and Mark Raes take stock of the problem, and offer multiple trade ideas to improve your client portfolios, discussing everything from Industrials to REITs, Premium Yield and Innovation ETFs.

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, Portfolio Manager and ETF Specialist at BMO Global Asset Management. The episode was recorded live on July 21, 2021.

ETFs mentioned in the podcast:

• BMO MSCI Genomic Innovation Index ETF (Ticker: ZGEN)
• BMO MSCI Innovation Index ETF (Ticker: ZINN)
• BMO Equal Weight REITs Index ETF (Ticker: ZRE)
• BMO Equal Weight Industrials Index ETF (Ticker: ZIN)
• BMO Aggregate Bond Index ETF (Ticker: ZAG)
• BMO Laddered Preferred Share Index ETF (Ticker: ZPR)
• BMO Short-Term US TIPS Index ETF (Hedged Units) (Ticker: ZTIP.F)

Resources mentioned in the podcast:

• Megatrend and Thematic ETFs
• Playing the Long Game in REITs

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.

The BMO ETFs or securities referred to herein are not sponsored, endorsed or promoted by MSCI Inc. (“MSCI”), and MSCI bears no liability with respect to any such BMO ETFs or securities or any index on which such BMO ETFs or securities are based. The prospectus of the BMO ETFs contains a more detailed description of the limited relationship MSCI has with BMO Asset Management Inc. and any related BMO ETFs.

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.