E110 – Riding Volatility with Banks and Energy

BMO ETFs: Views from the Desk

Markets have taken investors on a wild ride this week, with volatility increasing in anticipation of the Bank of Canada and the Fed meeting on the same day – the first meeting for each Central Bank in 2022.

In today’s episode, Kevin Prins, Chris Heakes, and Alfred Lee discuss ideas to smooth out the ride for investors as markets react to interest rate news. Our experts also discuss the rising tensions between Ukraine and Russia and the resulting impact on oil and gas.

Read the episode summary.

Kevin Prins is the Head of ETF & Managed Account Distribution at BMO Global Asset Management. He is joined on the podcast by Chris Heskes and Alfred Lee, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on January 26, 2022.

ETFs mentioned in the podcast:

· BMO Aggregate Bond Index ETF (Ticker: ZAG)

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

· BMO Laddered Preferred Share Index ETF (Ticker: ZPR)

· BMO US Preferred Share Hedged to CAD Index ETF (Ticker: ZHP)

· BMO Floating Rate High Yield ETF (Ticker: ZFH)

· BMO Covered Call Canadian Banks ETF (Ticker: ZWB)

· BMO Covered Call US Banks ETF (Ticker: ZWK)

· BMO Global Infrastructure Index ETF (Ticker: ZGI)

· BMO S&P 500 Index ETF (Ticker: ZSP)

· BMO Ultra Short-Term US Bond ETF (US Dollar Accumulating Units) (Ticker: ZUS.V)

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

Disclosure:

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.

S&P®, S&P/TSX Capped Composite®, S&P 500® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”) and “TSX” is a trademark of TSX Inc. These trademarks have been licensed for use by S&P Dow Jones Indices LLC and sublicensed to BMO Asset Management Inc. in connection with the above mentioned BMO ETFs. These BMO ETFs are not sponsored, endorsed, sold or promoted by S&P Dow Jones LLC, S&P, TSX, or their respective affiliates and

S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s).

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.

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

®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.