Or should you begin to pre-position the portfolio for a bear market? No posts matching your criteria. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Multi-Asset. Investments should be evaluated relative to the individual's investment objectives. BMO Financial Group provides this for informational purposes only. Best Practices for Trading ETFs in Every Climate. Views from the Desk: Updates in the Fixed Income Marketplace. Tools. Views from the Desk: Update on BMO ETF Income Strategies. Chris McHaney and Chris Heakes, BMO ETF Portfolio Managers, updates on Canadian Banks, US Banks, Defensive Growth for US Equities, Gold, and USD ETFs. They also expect ETFs with performance that will match the returns of the indices. Forward-looking statements are not guarantees of performance. 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. We fused their proprietary ETF content with affordable technology to launch Canada’s first ETF Dashboard for financial advisors ... and the primary sales tool for BMO Global Asset Management’s ETF Specialists. Canadian and U.S. Banks are down more than the broad market YTD but have a lot of upside potential. The payment of distributions should not be confused with an Exchange Traded Fund’s performance, rate of return or yield. Over the past several weeks, currency has experienced extraordinary levels of volatility, which has significantly impacted performance. Distributions paid as a result of capital gains realized by an Exchange Traded Fund, and income and dividends earned by an Exchange Traded Fund are taxable in your hands in the year they are paid. The market can reverse course and go lower, but investors may want to take advantage now of the market sell-off by averaging into the market at attractive valuations, and upgrading to quality assets that will be core, long-term positions. Views from the Desk: Equity Income Strategies in These Markets. An update in the equity and options markets, the advantage of factor ETFs right now, and why it may be a good time to look to responsible investing. Global yields are at historic lows and dividends are under pressure as companies become cash strapped. Distributions paid as a result of capital gains realized by an Exchange Traded Fund, and income and dividends earned by an Exchange Traded Fund are taxable in your hands in the year they are paid. Quickly find and compare funds and ETFs that meet your needs using our comprehensive tools. We are reviewing our ETF line up for the best buying opportunities, both in terms of the realized price retreat and each ETF’s potential to outperform during trying economic conditions. By submitting this form, you consent to receiving the publications you have chosen at the email address you have provided. ETF BMO UCITS ETF ICAV BMO MSCI UK. Multi-Asset. The BMO MSCI Europe High Quality Hedged to CAD Index ETF (ticker: ZEQ) is a one ticket solution to add a basket of these high Quality European equities to your portfolio. BMO Balanced ETF Equity Dashboard. Chris Heakes & Alfred Lee, BMO ETF Portfolio Managers, discuss optimism in equity markets, Tesla’s addition to the S&P 500, and the growing importance of ESG. MAST 2021 Outlook: The Great Normalization. Sign-up to receive monthly and quarterly publications from BMO Global Asset Management. BMO Financial Group provides this for informational purposes only. View Funds. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated. ETF Facts. The BMO NASDAQ 100 Index ETF (unhedged ticker: ZNQ, hedged ticker: ZQQ) has been the strongest broad beta ETF YTD up 14% this year. They also provide a market outlook for 2021 and include their top ETF picks for the new year. The ETF will rebalance quarterly to its strategic index asset allocation weights of 60% equity and 40% fixed income and will invest in broad indexed equity and fixed income ETFs. Presidential Race: Biden has declared victory as Trump refuses to concede. Remember to consider these tips when buying and selling ETFs. Fee-Based Solutions. A discussion on the Energy market as future contracts turned negative, insights on the Bank Of Canada’s Bond-Buying program and looking at Health Care and Infrastructure as sector trade ideas. High quality companies are defined as market leaders that have durable business models, strong balance sheets and sustainable competitive advantages. The BMO UCITS ETF Equities Center is a collection of modules for BMO UCITS equity research and analysis. BMO Growth ETF Equity Dashboard. Fund BMO Growth ETF Portfolio GIF 7. Commissions, management fees and expenses may be associated with investments in mutual funds and exchange traded funds (ETFs). Chris McHaney and Alfred Lee, BMO ETF Portfolio Managers, discuss how volatility is impacting options strategies such as ZWG & ZPAY, how to use real return bonds and ZRR in portfolio construction, and provide insight on tax-loss harvesting. 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. Will optimism remain through the second half of the year? With the majority of Quality, "blue chip" stocks trading below their 52-week highs, both bulls and bears can take advantage of the equity market sell-off by adding quality companies to their portfolio as core, long-term positions. Not all broad market investments are equal – a core BMO ETF generally has a longer list of holdings. See all Insights. December 2021. Ask your representative for a copy, contact BMO Asset Management Inc. at bmo.etfs@bmo… Chris Heakes and Matt Montemurro, BMO ETF Portfolio Managers, provide insight on current ETF flows, look at the recent tech sell-off, and their thoughts on adding EM equities to portfolios using the BMO MSCI Emerging Markets Index ETF (ZEM). If distributions paid by the Exchange Traded Fund are greater than the performance of the Exchange Traded Fund, your original investment will shrink. A discussion on the Fed’s decision to begin buying "Fallen Angels", temporary dividend suspensions in Europe, and why now is a great time to look at REITs. If you hold any Canadian bank stocks you can sell these to crystalize a loss and buy either the BMO Equal Weight Canadian Banks Index ETF (ZEB) or for added income buy the BMO Covered Call Canadian Banks ETF (ZWB) to maintain the same exposure. Chris McHaney and Chris Heakes, BMO ETF Portfolio Managers, updates on Fixed Income, Emerging Market Bonds, the Dow Jones Index re-balances, Currency and Quality. The 10-year annualized return of the S&P 500 is 15% vs the MSCI World Index return of 11%.1 Investors have relied on U.S. equities to fulfill their need for growth, and this strategy has been working. For a broad sweep of trade ideas, Mark Raes, Head of Product, BMO Global Asset Management, speaks with Chris McHaney and Matt Montemurro, two Portfolio Managers and ETF Specialists at BMO Global Asset Management, about strategies that run the gamut from gold to equities, alternatives and Canadian bonds within the short to mid fixed income space. Chinese Equity is showing its strength. Your email address will only be used for the purpose of providing you with the publications you have requested. When trading ETFs its important to be aware of market conditions and underlying exposures that could impact your trading activity. Find the latest BMO PREMIUM YIELD ETF (ZPAY.TO) stock quote, history, news and other vital information to help you with your stock trading and investing. If distributions paid by the Exchange Traded Fund are greater than the performance of the Exchange Traded Fund, your original investment will shrink. The ETF holds AAA-rated, Canadian Mortgage & Housing Corporation (CMHC) backed mortgage pools, so it is a defensive fixed income investment while offering a unique fixed income exposure to diversify portfolios. BMO High Yield US Corporate Bond Hedged to CAD Index ETF (ZHY) BMO Emerging Markets Bond Hedged to CAD Index ETF (ZEF) BMO Short Corporate Bond Index ETF (ZCS) BMO 2025 Corporate Bond Target Maturity ETF (ZXD) Enhance your portfolio with our suite of growth-focused ETFs, including: BMO S&P/TSX Equal Weight Global Base Metals Hedged to CAD Index ETF (ZMT) BMO S&P/TSX Equal … The price of gold rallied to over $1,700 an ounce this week, pulling gold equities up with it. Listen to Chris Heakes, Chris McHaney and host, Mark Raes, give their predictions on equities, fixed … "S&P 500 ®" and "S&P/TSX Capped Composite ™" are trade-marks of S&P Opco, LLC and "TSX" is a trade-mark of TSX Inc. Chris Heakes and Alfred Lee, BMO ETF Portfolio Managers, discussed sector plays in Infrastructure and Health Care, Global Quality exposure, and provided an update on preferred shares. Please refer to the Exchange Traded Funds, distribution policy in the prospectus. We’ll match you with one of five model ETF portfolios after getting to know you and your risk tolerance. This document contains key information you should know about BMO Equal Weight US Health Care Hedged to CAD Index ETF. The decrease was driven by inflows of $386 million, … BMO Canadian MBS Index ETF: Tactical Opportunity to Add Defensive Income to Portfolios. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. BMO ETFs simplify the process of acquiring broad exposures and provides instant diversification. COVID-19, combined with the energy shock from competing major oil-producing nations, has led to a period of heightened market volatility and swing investor sentiment. You can manage your subscription through the links we provide in our emails. Start investing today! Now that the dust has settled from the sell-off, gold has rebounded reacting to market uncertainty and a weakening economy. If that BMO ETF elects to have a December 15 year-end for tax purposes as permitted by the Income Tax Act (Canada), the NAV per Unit will be calculated on December 15. The reports on this website are for information purposes. Looking for bond exposure in a stressed market? READ MORE. Traditional income strategies which worked in the past may not work as well today as we enter an ultra-low rate and heighted volatility environment. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. BB. Please read the fund facts or prospectus before investing. Detailed price information for BMO Nasdaq 100 Equity Index ETF (ZNQ-T) from The Globe and Mail including charting and trades. Chris Heakes & Alfred Lee, BMO ETF Portfolio Managers, discuss the equity market’s reaction to developing vaccine news, pending SEC regulations on U.S.-listed Chinese equities, and provide an update in the preferred share space. Political Uncertainty, Podcast: Investing in Big Tech, Gold Equities & Bonds, Podcast: Smart Bets for the Opportunistic Investor, Podcast: Why “Quality” Outperforms in Bear and Bull Markets, Podcast: A Closer Look at Q2 Earnings, Nasdaq & Emerging Markets, Podcast: Flight to Quality, Beta and Government Bonds, Podcast: Balancing Gold, Equities and Short & Mid Credit. Chris McHaney and Chris Heakes, BMO ETF Portfolio Managers, updates on BP’s recent peak oil report, a look at ZPAY, and thoughts on ESG investing as it gains momentum and interest among investors. Views from the Desk: Keep Calm and Carry On. Chris Heakes & Alfred Lee, BMO ETF Portfolio Managers, discuss defensive growth positioning using Quality and Low Vol ETFs and Alfred walks us through his Q4 guided portfolio. ETF FACTS January 10, 2020 BMO Equal Weight US Health Care Hedged to CAD Index ETF ZUH Manager: BMO Asset Management Inc. BMO Trade Opportunity: BMO Premium Yield ETF: An Alternative Income Strategy for Today’s Markets. View Funds. Podcast: Key Exposures for a Defensive Growth Portfolio, Podcast: Becoming the “Smart Money” in ETF Flows, Podcast: ZMBS for Defensive Income in the Portfolio. BMO Mutual Funds refers to certain mutual funds and/or series of mutual funds offered by BMO Investments Inc., a financial services firm and separate legal entity from Bank of Montreal. The reports on this website are for information purposes. Views from the Desk: Upgrading to Quality in Your Fixed Income Portfolio. They involve risks, uncertainties and assumptions. They involve risks, uncertainties and assumptions. The BMO S&P 500 Hedged to CAD Index ETF has been designed to replicate, to the extent possible, the performance of the S&P 500 Hedged to Canadian Dollars Index (Index), net of expenses. BMO Sector Trade Opportunity: Adding US Health Care Sector as a satellite position. Trade solutions and opportunities, a Post-Brexit technical deep dive, flows, articles and whitepapers: Check it out! Investors are cautioned not to rely unduly on any forward-looking statements. Trailing commissions may be associated with investments in mutual funds. Fully insured, AAA rated - What's different about Canadian MBS? ETF Tools. Your views of the depth and severity of this economic slowdown will determine which currency exposure is best for your portfolio. The BMO Equal Weight US Health Care Index ETF (ticker: ZHU) has outpaced the broad market (S&P 500) during the global health care and economic crisis. Canadian oil companies have been hit hard during the market crisis. These ETFs complement each other well, creating an American equity sleeve, which adds value and diversification to the average Canadian equity portfolio. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. The payment of distributions is not guaranteed and may fluctuate. Matt Montemurro and Charles Myssie, BMO ETF Portfolio Managers update on Quality, Low Volatility, Corporate Spreads, Gold and Fixed Income. An update in the credit market, the impact of the oil price on Canadian credit, and fixed income trade ideas for bulls and bears. BMO ETF Dashboard - Do you want to follow the money flows? Views from the Desk: Income Ideas - Getting Paid to Wait. Any statement that necessarily depends on future events may be a forward-looking statement. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated. BMO Trade Opportunity: US Equities with an Enhanced Yield: the BMO Covered Call US High Dividend ETF Fund. Market Update Webcast: Jeremy Fehr, SIA Wealth. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. Podcast: Are Defensive Growth Strategies Working? BMO ETFs now offers the S&P MidCap 400 and the S&P SmallCap 600 to compliment the S&P 500 large cap exposure. BMO’s High Dividend Covered Call strategy has built a rules-based approach that focuses on long term dividend growers by identifying companies with both a willingness to pay dividends (dividends paid) and an ability to continue to pay those dividends (dividend payout ratio). Our strategy selects for two styles in the S&P 500 – Quality and Growth – which we implement using the BMO MSCI USA High Quality Index ETF (Ticker: ZUQ) and the BMO NASDAQ 100 ETF (Ticker: ZNQ). In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. Latest Insights. July 31, 2017--Monthly Summary International Equity, Financial Services Equity and Canadian Fixed Income Drive Growth in July For the month of July, Canadian ETF industry assets under management stood at $130.5 billion, a decrease of $348 million, or -0.3%, over the previous month. Find the latest BMO CORE PLUS BOND FUND (ZCPB.TO) stock quote, history, news and other vital information to help you with your stock trading and investing. This email is intended for informational purposes only. Chris Heakes and Chris McHaney, BMO ETF Portfolio Managers, discuss ETF flows into Government Bonds, Canadian equities, and make a case for Canadian over Global in fixed income. However, given the data set and conclusions below, this theory is not exactly proven. Data source: BMO Asset Management Analytics. It takes advantage of increased market volatility to enhance portfolio income in a tax-efficient way. Portfolio Generator. In this timely episode, Mark Raes, Head of Product, BMO Global Asset Management, speaks with Chris Heakes and Chris McHaney, two Portfolio Managers and ETF Specialists at BMO Global Asset Management, about different scenarios and strategies to make the best of these unique times. You can find more details about this exchange traded fund (ETF) in its prospectus. Exactly like either of those of those to Add Defensive Income to portfolios have positive... Investing in the prospectus in U.S. and Canadian Banks have a lot of upside potential Golden!, creating an American Equity sleeve, which has significantly impacted performance extraordinary levels of volatility, which value. Yields have plummeted to new lows U.S. Equity and Fixed Income Marketplace rates at. Sector right now as Trump refuses to concede a prudent approach to Equities time the! 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