BMO ETFs: Views From The Desk podcast

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A tartalmat a BMO Exchange Traded Funds biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a BMO Exchange Traded Funds vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

This Is Woman's Work with Nicole Kalil

1
How To Pitch Yourself (And Get A Yes) | 300 27:52

6 napja27:52

Lejátszás később

Listák

Tetszik

Kedvelt

27:52

We made it— 300 episodes of This Is Woman’s Work ! And we’re marking this milestone by giving you something that could seriously change the game in your business or career: the skill of pitching yourself effectively. Whether you’re dreaming of being a podcast guest, landing a speaking gig, signing a client, or just asking for what you want with confidence—you’re already pitching yourself, every day. But are you doing it well? In this milestone episode, Nicole breaks down exactly how to pitch yourself to be a podcast guest … and actually hear “yes.” With hundreds of pitches landing in her inbox each month, she shares what makes a guest stand out (or get deleted), the biggest mistakes people make, and why podcast guesting is still one of the most powerful ways to grow your reach, authority, and influence. In This Episode, We Cover: ✅ Why we all need to pitch ourselves—and how to do it without feeling gross ✅ The step-by-step process for landing guest spots on podcasts (and more) ✅ A breakdown of the 3 podcast levels: Practice, Peer, and A-List—and how to approach each ✅ The must-haves of a successful podcast pitch (including real examples) ✅ How to craft a pitch that gets read, gets remembered, and gets results Whether you’re new to pitching or want to level up your game, this episode gives you the exact strategy Nicole and her team use to land guest spots on dozens of podcasts every year. Because your voice deserves to be heard. And the world needs what only you can bring. 🎁 Get the FREE Podcast Pitch Checklist + Additional Information on your Practice Group, Peer Group, and A-List Group Strategies: https://nicolekalil.com/podcast 📥 Download The Podcast Pitch Checklist Here Related Podcast Episodes: Shameless and Strategic: How to Brag About Yourself with Tiffany Houser | 298 How To Write & Publish A Book with Michelle Savage | 279 How To Land Your TED Talk and Skyrocket Your Personal Brand with Ashley Stahl | 250 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

BMO ETFs: Views from the Desk

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In these timely episodes, we provide the latest investment news and expert commentary on the markets, the economy and investing.

280 epizódok

#Trading #Business #bmoetfs #BMO Global Asset Management

BMO ETFs: Views from the Desk

26 subscribers

updated 5 napja

Megosztás

Sorozat kép•Feed

In these timely episodes, we provide the latest investment news and expert commentary on the markets, the economy and investing.

280 epizódok

#Trading #Business #bmoetfs #BMO Global Asset Management

כל הפרקים

1
The Open Outcry: How Canada should handle Trump’s tariff shock 21:11

5 napja21:11

21:11

Tariff risk is a significant challenge for the Canadian economy—but it’s certainly not the only one confronting policy makers and the private sector. Benjamin Tal, deputy chief economist for CIBC joins Bipan Rai, director of ETF strategy at BMO ETFs to discuss how to handle Trump’s tariff shock, as well as other economic risk factors facing Canada. This episode was recorded live on April 10, 2025. Show link (Spotify): ⁠⁠⁠https://open.spotify.com/show/54bsOfP7M4a6IMujUzRyBK⁠⁠⁠ Show link (Apple Podcasts): ⁠⁠https://podcasts.apple.com/us/podcast/the-open-outcry/id1804618898⁠ Show link (Amazon Music): ⁠⁠https://music.amazon.ca/podcasts/baf10f04-ec7f-4961-8eba-6a23043f4dd4/the-open-outcry⁠ Disclaimers: The viewpoints expressed by the speakers 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. 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. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.…

1
The Open Outcry: Understanding the gold market 26:14

10 napja26:14

26:14

Gold prices have skyrocketed as investors both big and small have poured into the precious metal seeking its relative stability amid ongoing trade uncertainty and market risks. Daniel Ghali, director, commodities strategy at TD Securities joins Bipan Rai, director of ETF strategy for BMO ETFs to discuss who’s behind gold’s big moves and where prices could go as the year progresses. This episode was recorded live on April 8, 2025. Show link (Spotify): ⁠⁠https://open.spotify.com/show/54bsOfP7M4a6IMujUzRyBK⁠⁠ Show link (Apple Podcasts): ⁠https://podcasts.apple.com/us/podcast/the-open-outcry/id1804618898 Show link (Amazon Music): ⁠https://music.amazon.ca/podcasts/baf10f04-ec7f-4961-8eba-6a23043f4dd4/the-open-outcry⁠ Disclaimers: The viewpoints expressed by the speakers 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. 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. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.…

1
E264 – Riding the Stock Market Roller-Coaster 16:26

11 napja16:26

16:26

Trump’s tariffs have sent stock markets on a roller-coaster ride. Are investors ready for more? In this episode, ETF Strategist Bipan Rai, and host, Erin Allen, dive into the four corrective channels to watch and share ideas for defensive portfolio positioning. Erin Allen is Director of Online Distribution at BMO Exchange Traded Funds. She is joined on the podcast by Bipan Rai, Head of ETF Strategy, ETFs at BMO Global Asset Management. Recorded live on April 9, 2025. ETFs: • BMO USD Cash Management ETF (ZUCM) • BMO Global Infrastructure Index ETF (ZGI) • BMO Gold Bullion ETF (ZGLD) ZUCM , total returns as of 2025/03/31: YTD: 1.14%, 1 yr: 11.44%, SI: 9.59% Correlation: A statistical measure of how two securities move in relation to oneanother. Positive correlation indicates similar movements, up or down together, while negative correlation indicates opposite movements. Forward P/E ratio: The forward price-to-earnings ratio is the ratio for valuing acompany that measures its current share price relative to its forecastedper-share earnings. The Great Depression: A significant global economic downturn that spanned from 1929 to 1939. Personal Consumption Expenditures Price Index (PCE): A measure for capturing inflation or deflation across a wide range of consumer expenses. The Smoot-Hawley Tariff Act of 1930: Senator Reed Smoot and Representative Willis C. Hawley raised tariffs on imported goods in an attempt to protect American industries, which ultimately led to a global trade war. Volatility: Measures how much the price of a security, derivative, or indexfluctuates. Disclaimers: The viewpoints expressed by the speakers representtheir 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 anyparty. 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. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or simplified 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 simplified 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. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.…

1
E263 – Guided Portfolio Strategy Q2 2025 21:33

18 napja21:33

21:33

In this episode, ETF Strategist Bipan Rai, and host, Erika Toth, share why they are proceeding with market caution over exuberance and provide a Q2 update on portfolio positioning. Erika Toth is a Director of Institutional and Advisory, BMO GAM. She is joined by Bipan Rai, Head of ETF Strategy, ETFs, BMO GAM. Recorded live on March 31, 2025. BMO International Dividend ETF (ZDI) BMO MSCI China Selection Equity Index ETF (ZCH) BMO Low Volatility Canadian Equity ETF (ZLB) BMO MSCI USA High Quality Index ETF (ZUQ) BMO MSCI USA High Quality Index ETF (Hedged Units) (ZUQ.F) BMO US High Dividend Covered Call Hedged to CAD ETF (ZWS) BMO Covered Call US Banks ETF (ZWK) BMO SPDR Health Care Select Sector Index ETF (ZXLV) BMO Covered Call Energy ETF (ZWEN) BMO Global Infrastructure Index ETF (ZGI) BMO Gold Bullion ETF (ZGLD) BMO US Equity Buffer Hedged to CAD ETF – January (ZJAN) BMO Long Short US Equity ETF (ZLSU) BMO Discount Bond Index ETF (ZDB) BMO Long-Term US Treasury Bond Index ETF (ZTL) BMO Short-Term US TIPS Index ETF (Hedged Units)(ZTIP.F) BMO USD Cash Management ETF (ZUCM) Disclaimers: 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 willnot 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 ofrisk described in the most recent simplified prospectus. Sector ETF products are also subject to sector risk and non-diversification risk, which generally will result in greater price fluctuations than the overall market. The Select Sector SPDR Trust consists of eleven separate investment portfolios (each a “Select Sector SPDR ETF” or an “ETF” and collectively the “Select Sector SPDR ETFs” orthe “ETFs”). Each Select Sector SPDR ETF is an “index fund” that invests in a particular sector or group of industries represented by a specified Select Sector Index. The companies included in each Select Sector Index are selectedon the basis of general industry classification from a universe of companies defined by the S&P 500®. The investment objective of each ETF is to provide investment results that, before expenses, correspond generally to the price andyield performance of publicly traded equity securities of companies in a particular sector or group of industries, as represented by a specified market sector index. The S&P 500, SPDRs, and Select Sector SPDRs are trademarks of The McGraw-Hill Companies, Inc. and have been licensed for use. The stocks included in each Select Sector Index were selected by the compilation agent. Their composition and weighting can be expected to differ to that in any similar indexes that are published by S&P. The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S. stock market. The index is heavily weighted towardstocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. The S&P 500 Index figures do not reflect any fees, expenses or taxes. An investor should consider investment objectives, risks, fees and expenses before investing. You cannot invest directly in an index. 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. Particularinvestments 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. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.…

1
E262 – Targeting Your Investment Goals 18:13

25 napja18:13

18:13

In this episode, Matt Montemurro, and your host, Acushla Vestby, explore the evolution of the traditional bond laddering strategy—and what the next generation of target maturity bond ETFs has in store for investors. Acushla Vestby is the Managing Director and Head of Structured Solutions & National Accounts at BMO GAM. She is joined on the podcast by Matt Montemurro, Managing Director & Head of Fixed Income & Equity Index ETFs at BMO Exchange Traded Funds. The episode was recorded live on Feb 21, 2025. ETFs mentioned: BMO Target 2027 Canadian CorporateBond ETF (Ticker: ZXCO) BMO Target 2028 Canadian CorporateBond ETF (Ticker: ZXCP) BMO Target 2029 Canadian CorporateBond ETF (Ticker: ZXCQ) Duration: A measure of the sensitivity of the price of a fixed income investment to a change in interest rates. Duration is expressed as number of years. The price of a bond with a longer duration would be expected to rise (fall) more than the price of a bond with lower duration when interest rates fall (rise).Liquidity: The degree to which an asset or security can be quickly bought or sold in the market without affecting the asset’s price. Cash is considered to be the most liquid asset, while things like fine art or rare books would be relatively illiquid.Volatility: Measures how much the price of a security, derivative, or index fluctuates. The most commonly used measure of volatility when it comes to investment funds is standard deviation.Yield to maturity (YTM): The total expected return from a bond when it is held until maturity – including all interest, coupon payments, and premium or discount adjustments. Disclaimers: The viewpoints expressed by the speakers representtheir 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. Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or simplified 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 simplified 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. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.…

1
NEW PODCAST - The Open Outcry: Burning questions ahead of key U.S. tariff deadline 25:48

26 napja25:48

25:48

Volatile markets have greeted the tariff regime the Trump Administration appears intent on enacting. Ahead of a key April 2nd deadline for a wave of U.S. reciprocal trade levies to be imposed, Chris Krueger, Managing Director, Washington Research Group, TD Cowen and host Bipan Rai, BMO ETFs Strategist, discuss some of the pressing questions that investors, policymakers and markets are seeking clarity on. This episode was recorded live on March 23, 2025. Show link (Spotify): ⁠https://open.spotify.com/show/54bsOfP7M4a6IMujUzRyBK⁠ Show link (Apple Podcasts): https://podcasts.apple.com/us/podcast/the-open-outcry/id1804618898 Disclaimers: The viewpoints expressed by the speakers 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. 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. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.…

1
E261 – Fixed Income Insights and Inflation 26:10

5 weeks26:10

26:10

Will inflation’s sudden spike push the Bank of Canada to press pause on rate cuts? In this episode, Bipan Rai, Matt Montemurro, and your host, Erika Toth, examine Canada’s latest CPI print. They also discuss the outcome of this week’s Fed meeting, the outlook for the REITs, and fixed income positioning for the months ahead. The episode was recorded live on March 19, 2025. ETFs: BMO Short Corporate Bond Index ETF (ZCS) BMO High Quality Corporate Bond Index ETF (ZQB) BMO Aggregate Bond Index ETF (ZAG) BMO Short-Term US Treasury Bond Index ETF (ZTS) BMO Ultra Short-Term US Bond ETF (USD Units) (ZUS.U) BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF (ZMU) BMO Mid-Term US IG Corporate Bond Index ETF (ZIC) BMO Equal Weight REITs Index ETF (ZRE) BMO Laddered Preferred Share Index ETF (ZPR) ZPR , total returns as of 2025/02/28: 1 yr: 21.95%, 3yr: 5.51%, 5 yr 9.45%, 10 yr: 3.89%, SI: 2.62% Disclaimers: The viewpoints expressed by the speakers represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice. Past performance is no guarantee of future results. 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. You cannot invest directly in an index. Sector ETF products are also subject to sector risk and non-diversification risk, which generally will result in greater price fluctuations than the overall market. The Select Sector SPDR Trust consists of eleven separate investment portfolios (each a “Select Sector SPDR ETF” or an “ETF” and collectively the “Select Sector SPDR ETFs” or the “ETFs”). Each Select Sector SPDR ETF is an “index fund” that invests in a particular sector or group of industries represented by a specified Select Sector Index. The companies included in each Select Sector Index are selected on the basis of general industry classification from a universe of companies defined by the S&P 500®. The investment objective of each ETF is to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in a particular sector or group of industries, as represented by a specified market sector index. The S&P 500, SPDRs, and Select Sector SPDRs are trademarks of The McGraw-Hill Companies, Inc. and have been licensed for use. The stocks included in each Select Sector Index were selected by the compilation agent. Their composition and weighting can be expected to differ to that in any similar indexes that are published by S&P. The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S. stock market. The index is heavily weighted toward stocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. The S&P 500 Index figures do not reflect any fees, expenses or taxes. An investor should consider investment objectives, risks, fees and expenses before investing. Past Performance is not indicative of future results. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.…

1
E260 – Decoding Q1 Canadian Bank Earnings 25:36

6 weeks25:36

25:36

In this episode, Sohrab Movahedi, Bipan Rai, and your host, Skye Collyer, take a deep dive into Canada’s Big Six banks, from first-quarter earnings results to Trump’s tariffs and all the key themes in between. This episode was recorded on March 10, 2025. ETFs: BMO Equal Weight Banks Index ETF (ZEB) BMO Covered Call Canadian Banks ETF (ZWB) BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB) BMO Equal Weight US Banks Index ETF (ZBK) BMO Covered Call US Banks ETF (ZWK) BMO SPDR Financials Select Sector Index ETF (ZXLF) BMO SPDR Financials Select Sector Index ETF (Hedged Units) (ZXLF.F) Disclaimers: 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. The viewpoints expressed by the speakers represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice. Past performance is no guarantee of future results. 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. You cannot invest directly in an index. Sector ETF products are also subject to sector risk and non-diversification risk, which generally will result in greater price fluctuations than the overall market. The Select Sector SPDR Trust consists of eleven separate investment portfolios (each a “Select Sector SPDR ETF” or an “ETF” and collectively the “Select Sector SPDR ETFs” or the “ETFs”). Each Select Sector SPDR ETF is an “index fund” that invests in a particular sector or group of industries represented by a specified Select Sector Index. The companies included in each Select Sector Index are selected on the basis of general industry classification from a universe of companies defined by the S&P 500®. The investment objective of each ETF is to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in a particular sector or group of industries, as represented by a specified market sector index. The S&P 500, SPDRs, and Select Sector SPDRs are trademarks of The McGraw-Hill Companies, Inc. and have been licensed for use. The stocks included in each Select Sector Index were selected by the compilation agent. Their composition and weighting can be expected to differ to that in any similar indexes that are published by S&P. The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S. stock market. The index is heavily weighted toward stocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. The S&P 500 Index figures do not reflect any fees, expenses or taxes. An investor should consider investment objectives, risks, fees and expenses before investing. Please check out link for full disclaimers. Please click here for BMO Capital Markets disclosures. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.…

1
E259 – Trends in ETF Flows 20:48

6 weeks20:48

20:48

What are ETF flows telling us? In this episode, ETF Strategist Bipan Rai, and host, Erika Toth, pour over the latest industry data and provide insights on how to navigate choppy markets. Recorded live on March 6, 2025. ETFs: BMO Money Market Fund ETF Series (ZMMK) BMO Ultra Short-Term Bond ETF (ZST) BMO Aggregate Bond Index ETF (ZAG) BMO Core Plus Bond Fund (ZCPB) BMO Gold Bullion ETF (ZGLD) BMO All-Equity ETF (ZEQT) BMO MSCI EAFE High Quality Index ETF (ZIQ) BMO Mid-Term US Treasury Bond Index ETF (ZTM) BMO SPDR Health Care Select Sector Index ETF (ZXLV) BMO SPDR Utilities Select Sector Index ETF (ZXLU) ZGLD , total returns as of 2025/02/28: YTD: 9.31%, SI: 43.49% National Bank Financial Report, February 2025 Disclaimers: A reminder that we are not providing investment advice or recommendations, this podcast is for informational purposes only. The viewpoints expressed by the speakers represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice. Past performance is no guarantee of future results. 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. You cannot invest directly in an index. Sector ETF products are also subject to sector risk and non-diversification risk, which generally will result in greater price fluctuations than the overall market. The Select Sector SPDR Trust consists of eleven separate investment portfolios (each a “Select Sector SPDR ETF” or an “ETF” and collectively the “Select Sector SPDR ETFs” or the “ETFs”). Each Select Sector SPDR ETF is an “index fund” that invests in a particular sector or group of industries represented by a specified Select Sector Index. The companies included in each Select Sector Index are selected on the basis of general industry classification from a universe of companies defined by the S&P 500®. The investment objective of each ETF is to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in a particular sector or group of industries, as represented by a specified market sector index. The S&P 500, SPDRs, and Select Sector SPDRs are trademarks of The McGraw-Hill Companies, Inc. and have been licensed for use. The stocks included in each Select Sector Index were selected by the compilation agent. Their composition and weighting can be expected to differ to that in any similar indexes that are published by S&P. The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S. stock market. The index is heavily weighted toward stocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. The S&P 500 Index figures do not reflect any fees, expenses or taxes. An investor should consider investment objectives, risks, fees and expenses before investing. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.…

1
E258 – Trump’s Tariffs: Where Do They Stand? 17:38

8 weeks17:38

17:38

Trump’s tariffs are coming—the question is: when? In this episode, ETF Strategist Bipan Rai, and host, Zayla Saunders, discuss key dates and the potential real-world implications of a prolonged trade war. Recorded live on Feb 26, 2025. ETFs: BMO Short Federal Bond Index ETF (ZFS) BMO Government Bond Index ETF (ZGB) BMO Aggregate Bond Index ETF (ZAG) BMO MSCI EAFE Index ETF (ZEA) BMO Gold Bullion ETF (ZGLD) BMO SPDR Health Care Select Sector Index ETF (ZXLV) BMO SPDR Utilities Select Sector Index ETF (ZXLU) ZEA , total returns as of 2025/01/31: 1 yr: 17.68%, 3yr: 9.17%, 5 yr 8.10%, 10 yr: 7.00%, SI: 7.51% Disclaimers: A reminder that we are not providing investment advice or recommendations, this podcast is for informational purposes only. 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. The viewpoints expressed by the speakers represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice. Past performance is no guarantee of future results. 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. You cannot invest directly in an index. Sector ETF products are also subject to sector risk and non-diversification risk, which generally will result in greater price fluctuations than the overall market. The Select Sector SPDR Trust consists of eleven separate investment portfolios (each a “Select Sector SPDR ETF” or an “ETF” and collectively the “Select Sector SPDR ETFs” or the “ETFs”). Each Select Sector SPDR ETF is an “index fund” that invests in a particular sector or group of industries represented by a specified Select Sector Index. The companies included in each Select Sector Index are selected on the basis of general industry classification from a universe of companies defined by the S&P 500®. The investment objective of each ETF is to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in a particular sector or group of industries, as represented by a specified market sector index. The S&P 500, SPDRs, and Select Sector SPDRs are trademarks of The McGraw-Hill Companies, Inc. and have been licensed for use. The stocks included in each Select Sector Index were selected by the compilation agent. Their composition and weighting can be expected to differ to that in any similar indexes that are published by S&P. The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S. stock market. The index is heavily weighted toward stocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. The S&P 500 Index figures do not reflect any fees, expenses or taxes. An investor should consider investment objectives, risks, fees and expenses before investing. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.…

1
E257 – A Deep Dive on Sector Investing 25:01

9 weeks25:01

25:01

What are the sectoral flows into and out of the Global Industry Classification Standards, or GICS, telling us? In this episode, special guest Michael Arone, ETF Strategist Bipan Rai, and your host, Erika Toth, delve into the leaders and laggards. They also look back at historical trends and ahead for potential opportunities. The episode was recorded live on Feb 19, 2025. ETFs: BMO SPDR Industrials Select Sector Index ETF - Series ETF (ZXLI) BMO SPDR Consumer Discretionary Select Sector Index ETF - Series ETF (ZXLY) BMO SPDR Financials Select Sector Index ETF - Series ETF (ZXLF) BMO SPDR Technology Select Sector Index ETF - Series ETF (ZXLK) Read more on sector investing . Disclaimers: 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 obtainedwith respect to any circumstance. The viewpoints expressed by the speakers represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice. Past performance is no guarantee of future results. 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. You cannot invest directly in an index. Sector ETF products are also subject to sector risk and non-diversification risk, which generally will result in greater price fluctuations than the overall market. The Select Sector SPDR Trust consists of eleven separate investment portfolios (each a “Select Sector SPDR ETF” or an “ETF” and collectively the “Select Sector SPDR ETFs” or the “ETFs”). Each Select Sector SPDR ETF is an “index fund” that invests in a particular sector or group of industries represented by a specified Select Sector Index. The companies included in each Select Sector Index are selected on the basis of general industry classification from a universe of companies defined by the S&P 500®. The investment objective of each ETF is to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in a particular sector or group of industries, as represented by a specified market sector index. The S&P 500, SPDRs, and Select Sector SPDRs are trademarks of The McGraw-Hill Companies, Inc. and have been licensed for use. The stocks included in each Select Sector Index were selected by the compilation agent. Their composition and weighting can be expected to differ to that in any similar indexes that are published byS&P. The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S. stock market. The index is heavily weighted toward stocks with large market capitalizations and represents approximately two-thirds of the total market value of all domestic common stocks. The S&P 500 Index figures do not reflect any fees, expenses or taxes. An investor should consider investment objectives, risks, fees and expenses before investing. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.…

1
E256 – What are CDRs? 17:27

10 weeks17:27

17:27

Looking to invest overseas with ease? In this episode, special guests Johan Ahlberg, Acushla Vestby, and your host, Erin Allen, explore the fundamentals of Canadian Depositary Receipts (CDRs) and how they give investors greater access to foreign markets. Recorded live on Jan 30, 2025. CDR Directory BMO Smarter Investing Podcast Disclaimers: 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 obtainedwith respect to any circumstance. The viewpoints expressed by the speakers represents their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. 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. An investor that purchases Units of a Structured Outcome ETF other than on the first day of a Target Outcome Period and/or sells Units of a Structured Outcome ETF prior to the end of a Target Outcome Period may experience results that are very different from the target outcomes sought by the Structured Outcome ETF for that Target Outcome Period. Both the cap and, where applicable, the buffer are fixed levels that are calculated in relation to the market price of the applicable Reference ETF and a Structured Outcome ETF’s NAV (as Structured herein) at the start of each Target Outcome Period. As the market price of the applicable Reference ETF and the Structured Outcome ETF’s NAV will change over the Target Outcome Period, an investor acquiring Units of a Structured Outcome ETF after the start of a Target Outcome Period will likely have a different return potential than an investor who purchased Units of a Structured Outcome ETF at the start of the Target Outcome Period. This is because while the cap and, as applicable, the buffer for the Target Outcome Period are fixed levels that remain constant throughout the Target Outcome Period, an investor purchasing Units of a Structured Outcome ETF at market value during the Target Outcome Period likely purchase Units of aStructured Outcome ETF at a market price that is different from the Structured Outcome ETF’s NAV at the start of the Target Outcome Period (i.e., the NAV that the cap and, as applicable, the buffer reference). In addition, the market price of the applicable Reference ETF is likely to be different from the price of that Reference ETF at the start of the Target Outcome Period. To achieve the intended target outcomes sought by a Structured Outcome ETF for a Target Outcome Period, an investor must hold Units of the Structured Outcome ETF forthat entire Target Outcome Period. BMO Buffer ETFs seeks to provide income and appreciation that match the return of a Reference Index up to a cap (before fees, expenses and taxes), while providing a buffer against the first 15% (before fees, expenses and taxes) of a decrease in the Reference Index over a period of approximately one year, starting from the first business day of the stated outcome period. An investment in CDRs issued by BMO may not be suitable for all investors. Important information about theseinvestments is contained in the short form base shelf prospectus and prospectus supplement for each series of CDRs (together, the “Prospectus”). Purchasers are directed to www.sedarplus.ca or to bmogam.com to obtain copies of the Prospectus and related disclosure before purchasing CDRs. Each series of CDRs is only offered to investors in Canada in accordance with applicable laws and regulatory requirements. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.…

1
E255 – How Will Trump Tariffs Hit Tech? 30:09

11 weeks30:09

30:09

As the world reacts to Trump’s tariffs, questions mount. In this episode, ETF Strategist Bipan Rai, Portfolio Manager Jeremy Yeung, and your host, Michelle Allen, explore what this could mean for supply chains and Tech. Recorded live on Mon, Feb 3, 2025, at 11:00 AM, before Trump and Trudeau confirmed a 30-day moratorium on tariffs. ETFs: BMO Global Equity Fund Active ETF Series (BGEQ) BMO Global Innovators Fund Active ETF Series (BGIN) BMO US High Dividend Covered Call Hedged to CAD ETF (ZWS) BMO Covered Call US Banks ETF (ZWK) BMO Covered Call Energy Fund - Series ETF (ZWEN) BMO Long Short US Equity ETF (ZLSU) BMO US Equity Buffer Hedged to CAD ETF – January (ZJAN) BMO S&P 500 Hedged to CAD Index ETF (ZUE) ZLSU , total returns as of 2025/01/31: 1 yr: 34.67%, SI: 32.67% Disclaimers: The viewpoints expressed by the speakers represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. BMO Buffer ETFs seeks to provide income and appreciation that match the return of a Reference Index up to a cap (before fees, expenses and taxes), while providing a buffer against the first 15% (before fees, expenses and taxes) of a decrease in the Reference Index over a period of approximately one year, starting from the first business day of the stated outcome period. An investor that purchases Units of a Structured Outcome ETF other than at starting NAV on the first day of a Target Outcome Period and/or sells Units of a Structured Outcome ETF prior to the end of a Target Outcome Period may experience results that are very different from the target outcomes sought by the Structured Outcome ETF for that Target Outcome Period. Both the cap and, where applicable, the buffer are fixed levels that are calculated in relation to the market price of the applicable Reference ETF and a Structured Outcome ETF’s NAV (as Structured herein) at the start of each Target Outcome Period. As the market price of the applicable Reference ETF and the Structured Outcome ETF’s NAV will change over the Target Outcome Period, an investor acquiring Units of a Structured Outcome ETF after the start of a Target Outcome Period will likely have a different return potential than an investor who purchased Units of a Structured Outcome ETF at the start of the Target Outcome Period. This is because while the cap and, as applicable, the buffer for the Target Outcome Period are fixed levels that remain constant throughout the Target Outcome Period, an investor purchasing Units of a Structured Outcome ETF at market value during the Target Outcome Period likely purchase Units of a Structured Outcome ETF at a market price that is different from the Structured Outcome ETF’s NAV at the start of the Target Outcome Period (i.e., the NAV that the cap and, as applicable, the buffer reference). In addition, the market price of the applicable Reference ETF is likely to be different from the price of that Reference ETF at the start of the Target Outcome Period. To achieve the intended target outcomes sought by a Structured Outcome ETF for a Target Outcome Period, an investor must hold Units of the Structured Outcome ETF for that entire Target Outcome Period. 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. 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. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.…

1
E254 – Guided Portfolio Strategy Q1 2025 22:58

12 weeks22:58

22:58

How are today’s hot-button issues impacting markets? In this episode, ETF Strategist Bipan Rai, and your host, Erika Toth, share more on their cautiously optimistic outlook. Guided portfolio strategy report Quarterly Fixed Income strategy ETFs: BMO Low Volatility Canadian Equity ETF (ZLB) BMO Low Volatility US Equity ETF (ZLU) BMO S&P US Small Cap Index ETF (ZSML) BMO MSCI EAFE Index ETF (ZEA) BMO US Dividend ETF (ZDY) BMO US High Dividend Covered Call Hedged to CAD ETF ( ZWS) BMO Covered Call Energy ETF (ZWEN) ZJAN - BMO US Equity Buffer Hedged to CAD ETF – January (ZJAN) BMO US Equity Buffer Hedged to CAD ETF – October (ZOCT) BMO Long Short US Equity ETF (ZLSU) BMO Gold Bullion ETF (ZGLD) BMO MSCI USA High Quality Index ETF (ZUQ) BMO MSCI USA High Quality Index ETF (Hedged Units) (ZUQ.F) BMO Long-Term US Treasury Bond Index ETF (ZTL) BMO Mid Corporate Bond Index ETF (ZCM) BMO Short-Term US Treasury Bond Index ETF (ZTS) BMO High Yield US Corporate Bond Hedged to CAD Index ETF (ZHY) BMO Long Federal Bond Index ETF (ZFL) BMO Canadian Bank Income Index ETF (ZBI) Disclaimers: 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. An investor that purchases Units of a Structured Outcome ETF other than at starting NAV on the first day of a Target Outcome Period and/or sells Units of a Structured Outcome ETF prior to the end of a Target Outcome Period may experience results that are very different from the target outcomes sought by the Structured Outcome ETF for that Target Outcome Period. Both the cap and, where applicable, the buffer are fixed levels that are calculated in relation to the market price of the applicable Reference ETF and a Structured Outcome ETF’s NAV (as Structured herein) at the start of each Target Outcome Period. As the market price of the applicable Reference ETF and the Structured Outcome ETF’s NAV will change over the Target Outcome Period, an investor acquiring Units of a Structured Outcome ETF after the start of a Target Outcome Period will likely have a different return potential than an investor who purchased Units of a Structured Outcome ETF at the start of the Target Outcome Period. This is because while the cap and, as applicable, the buffer for the Target Outcome Period are fixed levels that remain constant throughout the Target Outcome Period, an investor purchasing Units of a Structured Outcome ETF at market value during the Target Outcome Period likely purchase Units of a Structured Outcome ETF at a market price that is different from the Structured Outcome ETF’s NAV at the start of the Target Outcome Period (i.e., the NAV that the cap and, as applicable, the buffer reference). In addition, the market price of the applicable Reference ETF is likely to be different from the price of that Reference ETF at the start of the Target Outcome Period. To achieve the intended target outcomes sought by a Structured Outcome ETF for a Target Outcome Period, an investor must hold Units of the Structured Outcome ETF for that entire Target Outcome Period. 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.…

1
E253 – Trump, Tariffs & Trade 20:38

13 weeks20:38

20:38

Trump and tariffs and trade, oh my! In this episode, special guest Chris Krueger, ETF Strategist Bipan Rai, and your host, Erin Allen, discuss the current state of affairs, Canada’s most likely path forward, and potential impacts to other allies. Erin Allen is Vice President of Online Distribution at BMO Exchange Traded Funds. She is joined on the podcast by Bipan Rai, Head of ETF Strategy, BMO Global Asset Management, and Chris Krueger, Managing Director, Washington Research Group - Macro, Trade, Fiscal & Tax Policy Analyst, TD Cowen. The episode was recorded live on Tuesday, January 21, 2025. ETFs: Disclaimers: The viewpoints expressed by the speakers represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. 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 prospectus. An investor that purchases Units of a Structured Outcome ETF other than at starting NAV on the first day of a Target Outcome Period and/or sells Units of a Structured Outcome ETF prior to the end of a Target Outcome Period may experience results that are very different from the target outcomes sought by the Structured Outcome ETF for that Target Outcome Period. Both the cap and, where applicable, the buffer are fixed levels that are calculated in relation to the market price of the applicable Reference ETF and a Structured Outcome ETF’s NAV (as Structured herein) at the start of each Target Outcome Period. As the market price of the applicable Reference ETF and the Structured Outcome ETF’s NAV will change over the Target Outcome Period, an investor acquiring Units of a Structured Outcome ETF after the start of a Target Outcome Period will likely have a different return potential than an investor who purchased Units of a Structured Outcome ETF at the start of the Target Outcome Period. This is because while the cap and, as applicable, the buffer for the Target Outcome Period are fixed levels that remain constant throughout the Target Outcome Period, an investor purchasing Units of a Structured Outcome ETF at market value during the Target Outcome Period likely purchase Units of a Structured Outcome ETF at a market price that is different from the Structured Outcome ETF’s NAV at the start of the Target Outcome Period (i.e., the NAV that the cap and, as applicable, the buffer reference). In addition, the market price of the applicable Reference ETF is likely to be different from the price of that Reference ETF at the start of the Target Outcome Period. To achieve the intended target outcomes sought by a Structured Outcome ETF for a Target Outcome Period, an investor must hold Units of the Structured Outcome ETF for that entire Target Outcome Period. 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. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.…

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