E111 – Ideas to Preserve and Prosper Through Turbulence


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Recent equity market volatility continued this week, as did uncertainty around looming interest rate hikes. In today's episode, Mark Raes, Chris McHaney, and Alfred Lee discuss sectors to consider in this turbulent environment. They also look at the recent performance of low-volatility ETFs, provide insight into responsible investing, and explore the benefits of tax-efficient bonds.

Read the episode summary.

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Alfred Lee, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on February 2, 2022.

ETFs mentioned in the podcast:

· BMO Equal Weight Banks Index ETF (Ticker: ZEB)

· BMO Covered Call Canadian Banks ETF (US Dollar Units) (Ticker: ZWB.U)

· BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO)

· BMO Covered Call Technology ETF (Ticker: ZWT)

· BMO Low Volatility US Equity ETF (Ticker: ZLU)

· BMO MSCI ACWI Paris Aligned Climate Equity Index ETF (Ticker: ZGRN)

· BMO Discount Bond Index ETF (Ticker: ZDB)

· BMO Corporate Discount Bond ETF (Ticker: ZCDB)

· BMO MSCI Innovation Index ETF (Ticker: ZINN)


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.

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BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc. and BMO Investments Inc.

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