E107 – Positioning Portfolios for 2022

BMO ETFs: Views from the Desk

As the year comes to a dramatic close with Omicron uncertainty dominating headlines, investors are looking for guidance on positioning their portfolios for 2022. In today’s episode, Mark Raes, Chris McHaney, and Alfred Lee discuss the economic implications of the latest variant. They also open the hood on a positive 2021 to look at distinct components that fueled strong overall market performance and highlight opportunities for growth in 2022. Our experts also outline MSCI ESG rating strategies and the stabilizing impact of Canadian Banks.

Read the episode summary.

Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Alfred Lee, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on December 15, 2021.

ETFs mentioned in the podcast:

· BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)

· BMO US Dividend ETF (Ticker: ZDY)

· BMO Low Volatility US Equity ETF (Ticker: ZLU)

· BMO NASDAQ 100 Equity Index ETF (Ticker: ZNQ)

· BMO MSCI Innovation Index ETF (Ticker: ZINN)

· BMO Short Corporate Bond Index ETF (Ticker: ZCS)

· BMO Ultra Short-Term Bond ETF (Ticker: ZST)

· BMO Short-Term US TIPS Index ETF (Ticker: ZTIP)

· BMO Short-Term US TIPS Index ETF (Hedged Units) (Ticker: ZTIP.F)

· BMO Aggregate Bond Index ETF (Ticker: ZAG)

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

· BMO Equal Weight Industrials Index ETF (Ticker: ZIN)

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

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

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.

The BMO ETFs or securities referred to herein are not sponsored, endorsed or promoted by MSCI Inc. (“MSCI”), and MSCI bears no liability with respect to any such BMO ETFs or securities or any index on which such BMO ETFs or securities are based. The prospectus of the BMO ETFs contains a more detailed description of the limited relationship MSCI has with BMO Asset Management Inc. and any related BMO ETFs.

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.