BMO ETFs: Views from the Desk

From drawdowns to market rallies, Quality ETFs have an impressive track record of delivering outperformance on both sides of volatility. Yet despite their proven history, many investors remain unfamiliar with the underlying investment process. To provide insight, Danielle Neziol, Product Specialist, speaks with Chris Heakes, ETF Specialist and Portfolio Manager, about the inner workings of BMO’s Q...

With companies starting to announce their second quarter earnings, a fragile market confidence hangs in the balance. Will optimism remain through the second half of the year? Or should you begin to pre-position the portfolio for a bear market? 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...

As we cross the halfway point of 2020, some investment trends have become clear: it’s been a record year so far for ETFs, volatility has returned with significant force, and capital has seen a flight to quality. From broad beta solutions to factor-based strategies, investors have gravitated toward diversified products that allow them to reduce risk across the portfolio. Looking ahead to the next s...

As markets reckon with a second wave of COVID-19 cases, many Advisors are wondering how best to position their client portfolios. 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...

With conflicting data pulling markets in opposite directions, the case for a defensive growth strategy remains firmly intact. That said, what exposures should investors be using? In this 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 allocation challenges...

With new ETF data in hand, our BMO experts discuss key Canadian and U.S. exposures that can participate in market rallies – and withstand potential setbacks. From low volatility and quality, to single-ticket balanced funds that can be used to build customized portfolios, listeners will hear valuable insights on solutions that balance risk and opportunity. Led by Mark Raes, Head of Product, BMO Glo...

In the low-rate environment, where can investors find yield in a low-risk portfolio? One source is the BMO Canadian MBS Index ETF (Ticker: ZMBS), a traditionally institutional exposure that delivers strong cash flows by investing in federally insured Canadian mortgages with a term to maturity greater than one year. To understand the defensive income positioning of ZMBS, Danielle Neziol, Product Sp...

Despite a perfect storm of negative headlines, markets continue to rise in the face of extreme economic uncertainty. Against this backdrop, our experts return to their core trade ideas to see how they have performed in recent weeks – and how they could perform in the weeks ahead. Led by our host Mark Raes, Head of Product, BMO Global Asset Management, this discussion will feature ETF insights, tra...

As Canadian banks announce their Q1 earnings, what insights should investors draw about the current state of the market? To answer this question, our experts break down the recent quarterly reports, and take a tour of over-sold sectors, asset classes and geographies. In addition to our host, Mark Raes, Head of Product, BMO Global Asset Management, this episode will feature commentary from Chris He...

Faced with an uncertain future, many investors are searching for innovative tools to add income in the portfolio. Where should they go in this historically low rate environment? To answer this very question, our experts go under the hood of the BMO Premium Yield ETF (Ticker: ZPAY), a recently developed strategy that outperformed benchmarks in March and April. In an illuminating discussion, Daniell...

Although the current market calls for a prudent approach to investing, certain sectors of the economy – healthcare, technology and infrastructure – offer potential upside that can supplement a core holding of quality and low volatility ETFs. 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 A...

As the pace of a market recovery is thrown into doubt by flawed re-openings in the United States, South Korea and China, many investors are on the hunt for defensive exposures that will also grow the portfolio. To that end, 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, a...

With markets shrouded in uncertainty, investors face difficult tradeoffs between growth and income in the portfolio. Where can they invest today that will offer portfolio yield AND upside participation over the next 18 to 24 months as markets recover? Given that covered call strategies help investors navigate through challenging times, this episode will feature the latest edition to BMO’s Covered...

With governments starting to lift shelter-in-place orders, equity prices have rebounded strongly in recent weeks, recovering much of their lost ground from March. Will the market rally hold? To answer the all-important question, our host 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...

As equity markets benefit from renewed confidence, some investors may be afraid of missing out on the rally. To that end, Mark Raes, Head of Product, BMO Global Asset Management Canada speaks with Chris Heakes and Chris McHaney, two Portfolio Manager and ETF Specialists at BMO Global Asset Management, about the need for Low Volatility and Quality strategies with a strong history of upside particip...

In light of recent market volatility, how should investors adjust their portfolios to efficiently manage downside risks? For actionable solutions, Mark Raes, Head of Product, BMO Global Asset Management Canada speaks with his colleagues Chris Heakes and Alfred Lee, both Portfolio Managers and ETF Specialists. Together they explore satellite pieces that can help re-position to meet new challenges i...

With the looming possibility of an earnings shock, many Advisors are on the hunt for defensive strategies to manage risks and gather income across their clients’ portfolios. For actionable insights and timely market commentary, Mark Raes, Head of Product, BMO Global Asset Management Canada, speaks with industry veterans Chris Heakes and Alfred Lee, both Portfolio Managers and ETF Specialists, BMO...

During turbulent periods, when prices can trade up or down on any given day, factor-based ETFs offer investors a consistent view on equity markets. To discuss which of these factors are best suited to the moment, Mark Raes, Head of Product, BMO Global Asset Management Canada, speaks with Chris Heakes and Chris McHaney, two seasoned Portfolio Managers and ETF Specialists at BMO Global Asset Managem...

With oil prices in flux – and coordinated production cuts on the horizon – two BMO experts explore the upshot of tighter credit spread in the bond market, especially across the Canadian high-yield and investment grade space. Led by Mark Raes, Head of Product, BMO Global Asset Management Canada, this episode features insightful commentary from Alfred Lee, Portfolio Manager and Investment Strategist...

As equity prices shift dramatically in the U.S. and Canada, two BMO experts offer ETF strategies for both bullish and bearish perspectives on the market. Even for investors taking a wait-and-see approach, there are trade ideas which leverage options to mitigate risk – and generate income. Hosted by Mark Raes, Head of Product, BMO Global Asset Management Canada, this podcast features commentary fro...

With confirmed cases of coronavirus rising rapidly in the U.S., two BMO experts discuss whether a market rally can hold despite the public health situation. In addition to insightful market commentary, the panelists provide useful trading tips, strategies and perspectives on staying invested on the fixed income side of your clients’ portfolios. Appearing in this episode are Mark Raes, Head of Prod...

As expectations for social distancing go from weeks to months, two BMO portfolio managers offer innovative income strategies to give your clients a head start on a potential market recovery – with enhanced yield through large cap, high dividend and covered call exposures. Hosted by Mark Raes, Head of Product, BMO Global Asset Management Canada, this podcast will feature Chris Heakes and Chris McHa...

As the Federal Reserve steps in to support the corporate bond market, two BMO ETFs experts break down the investor response and provide a go-forward understanding of fixed income ETFs, funds and bonds. In this episode you will hear from Kevin Prins, Managing Director, Head of ETF Managed Accounts Distribution, and Alfred Lee, Portfolio Manager and Investment Strategist, from BMO Global Asset Manag...