E34 - Finding Defensive Growth in a Fearful Market

BMO ETFs: Views from the Desk

As implied volatility surges due to political and COVID-related concerns, investors are faced with a dilemma: How should they meet portfolio goals while also managing the heightened downside risk? For answers to this timely question, Mark Raes, Chris Heakes and Matt Montemurro get creative with their ETF recommendations – offering a number of innovative exposures to capture growth and yield, even as their primary call focuses on strategies with iron-clad defensive positioning.

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Matt Montemurro, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on September 02, 2020.

Read the episode summary.

ETFs mentioned in the podcast:

• BMO Equal Weight Global Gold Index ETF (Ticker: ZGD)
• BMO Junior Gold Index ETF (Ticker: ZJG)
• BMO Long Federal Bond Index ETF (Ticker: ZFL)
• BMO BBB Corporate Bond Index ETF (Ticker: ZBBB)
• BMO NASDAQ 100 Equity Index ETF (Ticker: ZNQ) / Hedged to CAD (Ticker: ZQQ)
• BMO Global High Dividend Covered Call ETF (Ticker: ZWG)
• BMO Covered Call US Banks ETF (Ticker: ZWK)

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.