E206 – A Year in Review

BMO ETFs: Views from the Desk

As the year draws to a close, Portfolio Manager Alfred Lee, and your host, McKenzie Box, look back on the industry trends and themes that shaped 2023. In today’s episode, they discuss fixed income’s comeback, inflation, AI, gold, Canadian banks and cash. McKenzie Box is Director of Product and Strategy at BMO Global Asset Management. She is joined on the podcast by Alfred Lee, a Portfolio Manager and ETF Specialist at BMO Global Asset Management. The episode was recorded live on Thursday, December 14, 2023. ETFs mentioned in the podcast: BMO NASDAQ 100 Equity Index ETF (Ticker: ZNQ) BMO Equal Weight Banks Index ETF (Ticker: ZEB) BMO Canadian Bank Accelerator ETF (Ticker: ZEBA) BMO Corporate Bond Index ETF (Ticker: ZCB) BMO Aggregate Bond Index ETF (Ticker: ZAG) BMO Money Market Fund ETF Series (Ticker: ZMMK) BMO USD Cash Management ETF (USD Units) (Ticker: ZUCM.U) Visit the BMO ETF Centre 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. 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. They involve risks, uncertainties and assumptions. 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. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. NASDAQ®, and NASDAQ-100 Index® or NASDAQ-100 Index® Hedged to CAD, are registered trademarks of Nasdaq, Inc. (which with its affiliates is referred to as the “Corporations”) and are licensed for use by the Manager. The ETF(s) have not been passed on by the Corporations as to their legality or suitability. The ETF(s) are not issued, endorsed, sold, or promoted by the Corporations. The Corporations make no warranties and bear no liability with respect to the ETF(s). Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus of the BMO ETFs 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 BMO ETF’s 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. This podcast is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. ®/™Registered trademarks/trademark of Bank of Montreal, used under licence.