E47 - Shielding Portfolio Gains from VIX Turbulence

BMO ETFs: Views from the Desk

As equity markets sway according to daily news and macroeconomic trends, investors have a choice to manage the volatility – or gain from it. In today’s podcast, Alfred Lee, Chris Heakes and Mark Raes zone in on VIX-proofing the portfolio with innovative strategies that generate income, such as covered calls. And looking at the long-term, our experts also make the case for gold and preferred shares as useful hedges against inflation.

Read the episode summary.

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

ETFs mentioned in the podcast:

• BMO ESG US Corporate Bond Hedged to CAD Index ETF (Ticker: ESGF)
• BMO Canadian High Dividend Covered Call ETF (Ticker: ZWC)
• BMO US High Dividend Covered Call ETF (Ticker: ZWH)
• BMO Global High Dividend Covered Call ETF (Ticker: ZWG)
• BMO Equal Weight Global Gold Index ETF (Ticker: ZGD)
• BMO Junior Gold Index ETF (Ticker: ZJG)
• BMO Laddered Preferred Share Index ETF (Ticker: ZPR)

Also listen to our Deep Dive episodes:

• Tax-Loss Harvesting for 2020 Year-End

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.