BMO ETFs now offers the S&P MidCap 400® and the S&P SmallCap 600® to compliment the S&P 500® large cap exposure. ETF Tools. Funds Canada. Canadian and U.S. Banks are down more than the broad market YTD but have a lot of upside potential. Chris McHaney and Chris Heakes, BMO ETF Portfolio Managers, updates on BP’s recent peak oil report, a look at ZPAY, and thoughts on ESG investing as it gains momentum and interest among investors. Views from the Desk: Updates in the Equity and Fixed Income Market. However, a cautious outlook on the economy is still warranted as the pace of the recovery is looking more challenging. The Right Indices. We are reviewing our ETF line up for the best buying opportunities, both in terms of the realized price retreat and each ETF’s potential to outperform during trying economic conditions. Comparison Tool . You can manage your subscription through the links we provide in our emails. BMO Trade Opportunity: US Equities with an Enhanced Yield: the BMO Covered Call US High Dividend ETF Fund. Chris Heakes & Alfred Lee, BMO ETF Portfolio Managers, discuss optimism in equity markets, Tesla’s addition to the S&P 500, and the growing importance of ESG. BMO ETFs now offers the S&P MidCap 400 and the S&P SmallCap 600 to compliment the S&P 500 large cap exposure. BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc., BMO Investments Inc., BMO Asset Management Corp. and BMO’s specialized investment management firms. BMO UCITS ETF Equity Dashboard. Is Investing in the Total Stock Market a Total Stock Mistake? The price of gold rallied to over $1,700 an ounce this week, pulling gold equities up with it. If your adjusted cost base goes below zero, you will have to pay capital gains tax on the amount below zero. BMO ETF Based Mutual Funds bring together the best of both worlds. Views from the Desk: Understanding the price movements of fixed income ETFs, funds and bonds. Fixed Income ETF Breakdown (Quarterly), BMO Canadian MBS Index ETF (ZMBS) - Mortgage-backed securities: Guaranteed by the Canadian government, Focused on Wealth: BMO Global Asset Management and SIA Wealth Management, BMO SIA Focused North American Equity Fund – Monthly Update, BMO SIA Focused Canadian Equity Fund – Monthly Update, BMO Tactical Global Asset Allocation ETF Fund – Monthly Update, BMO Tactical Global Bond ETF Fund – Monthly Update, BMO Tactical Global Equity ETF Fund – Monthly Update, BMO Global Strategic Bond Fund - Ticker: ZGSB - Monthly Update, Active Fixed Income: Monthly Manager Update (ZMSB), Active Fixed Income: Monthly Manager Update (ZCPB), Asset Allocation as Part of Portfolio Construction, BMO ETFs – Understanding ETFs 3 (BMO ETF Based Mutual Funds), Quarterly ETF Portfolios Update (Q3 2019), BMO ETF Portfolios Toolkit (Resource Centre), BMO ETFs – Understanding ETFs 1 (The Basics), BMO ETFs – Understanding ETFs 2 (The BMO ETF Platform), Getting a Handle on the Impact of Currency, FTSE Russell - Coronavirus: Mapping the Impact, Cross-Border Tax: Issues and Ideas - Insights E-Newsletter, Tax Issues, U.S. ETF BMO UCITS ETF ICAV BMO MSCI UK. But investors should not rely exclusively on the U.S. for growth. Investors are cautioned not to rely unduly on any forward-looking statements. BMO Financial Group provides this for informational purposes only. ZNQ and ZUQ: U.S. Equity Barbell Strategy. Fee-Based Solutions. This means these bonds are highly liquid, have very low volatility and the corporate exposure allows for a yield boost over government bonds. A Tale Of Two Halves, U.S. Presidential Election Product Roadmap. ZHU has returned 30% since March 23 vs the broad market return of 26% during that time. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated. Podcast: Are Defensive Growth Strategies Working? Summary; Fundamentals; Advice; Profile Financials Manager. Chris Heakes & Alfred Lee, BMO ETF Portfolio Managers, discuss the Biden administration’s impact on ESG investing, provide an update on low volatility strategies, and give some trade ideas for covered calls and inflation hedges. Alternative investing using BMO ETFs, which highlights three alternative asset groups (ZGD, ZGI, ZRE) and two alternative strategies (ZPAY, ZZZD). ZILK -- UK ETF : GBP 26.50 0.00 0.00% : The BMO UCITS ETF Equities Center is a collection of modules for BMO UCITS equity research and analysis. Fund BMO Growth ETF Portfolio GIF 7. If distributions paid by the Exchange Traded Fund are greater than the performance of the Exchange Traded Fund, your original investment will shrink. The payment of distributions is not guaranteed and may fluctuate. Or should you begin to pre-position the portfolio for a bear market? Distributions are not guaranteed and are subject to change and/or elimination. BMO UCITS ETF Equity Dashboard. Matt Montemurro and Charles Myssie, BMO ETF Portfolio Managers update on Quality, Low Volatility, Corporate Spreads, Gold and Fixed Income. MAST 2021 Outlook: The Great Normalization. Allocating Cash in Uncertain Markets - Time in the market is more powerful than timing the market. Summary; Fundamentals; Advice; Profile Financials. Modern Portfolio Theory tells us that over the long-term, small cap companies should outperform large caps because investors should be paid for the added risk they take on. 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. Market Update Webcast: Jeremy Fehr, SIA Wealth. You can find more details about this exchange traded fund (ETF) in its prospectus. You can manage your subscription through the links we provide in our emails. Is Investing in the Total Stock Market a Total Stock Mistake? Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated. After a challenging 2020, we are optimistic 2021 will be much better although it may take a few months to get the pieces in place for a pronounced recovery. Les distributions ne sont pas garanties et sont susceptibles d'être changées ou éliminées. Something I found pretty interesting was the ETF Tools BMO offers to compare ETFs (you can even compare other company … A discussion on the Fed’s decision to begin buying "Fallen Angels", temporary dividend suspensions in Europe, and why now is a great time to look at REITs. 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. If distributions paid by the Exchange Traded Fund are greater than the performance of the Exchange Traded Fund, your original investment will shrink. Find the latest BMO PREMIUM YIELD ETF (ZPAY.TO) stock quote, history, news and other vital information to help you with your stock trading and investing. 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. Global stock markets have been in a state of turmoil from the Covid-19 health crisis, and subsequent economic fallout. Detailed price information for BMO Nasdaq 100 Equity Index ETF (ZNQ-T) from The Globe and Mail including charting and trades. Chris Heakes & Alfred Lee, BMO ETF Portfolio Managers, discuss the equity market’s reaction to developing vaccine news, pending SEC regulations on U.S.-listed Chinese equities, and provide an update in the preferred share space. Views from the Desk: Upgrading to Quality in Your Fixed Income Portfolio. The payment of distributions should not be confused with an Exchange Traded Fund’s performance, rate of return or yield. Your email address will only be used for the purpose of providing you with the publications you have requested. December Monthly MAST Commentary: COVID-19 Surge Not Hampering Equity Rally ahead of Cold Winter . BMO ETF Podcasts: Available Thursday mornings Join the live recording Wednesdays @ 9am ET P: 1-416-933-8665; ID: 1973403# Currency is not immune to recent market volatility. This email is intended for informational purposes only. U.S. equities have dominated all other regions in terms of equity growth over the last decade. Published on October 13, 2015 October 13, 2015 • 10 Likes • 0 Comments Summary; Profile. These are challenging times for companies, as the economic suppression is expected to have a significant impact to earnings over at least Q1 and Q2. They also look at the recent performance of Base Metals and talk about the tailwinds in this sector right now. Will optimism remain through the second half of the year? ® "BMO (M-bar roundel symbol)" is a registered trade-mark of Bank of Montreal, used under licence. Where can we invest today given uncertainty about the future? Please read the fund facts or prospectus before investing. Where can investors go for something which might not move exactly like either of those? BB. Views from the Desk: Updates in the Fixed Income and Equity Market. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. Distributions are not guaranteed and are subject to change and/or elimination. ETF and Fund Screener. Find out why fixed income ETFs provide better liquidity during volatile periods – and get actionable trading ideas – in our handy guide to ETF investing. The 10-year annualized return of the S&P 500 is 15% vs the MSCI World Index return of 11%.1 Investors have relied on U.S. equities to fulfill their need for growth, and this strategy has been working. Instrument Name BMO Equal Weight Utilities Index ETF Instrument Exchange TSX: Instrument Symbol ZUT-T. CAD . An Alternative Way of Thinking About Portfolio Construction. An update in the credit market, the impact of the oil price on Canadian credit, and fixed income trade ideas for bulls and bears. Global yields are at historic lows and dividends are under pressure as companies become cash strapped. 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. View Funds. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. Chris Heakes & Matt Montemurro, BMO ETF Portfolio Managers, provide updates on Low Volatility strategies, insight on the NASDAQ sell-off, and some trade ideas for global dividend (ZWG), gold (ZGD) and long federal bonds (ZFL). Views from the Desk: Updates in the Fixed Income Marketplace. Views from the Desk: Update on BMO ETF Income Strategies. BMO Trade Opportunity: Add Some GRANOLAS to Your Portfolio: European Quality Equities for Growth & Income. The information contained in this newsletter should not be construed as investment and/or tax advice to any party. Quickly find and compare funds and ETFs that meet your needs using our comprehensive tools. READ MORE. Views from the Desk: Quality Equity ETFs, For the Bulls and the Bears. For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the prospectus. Insight on the new Additional Tier One (AT1) issuance by RBC and its effect on the Pref Market, the EU’s recently announced stimulus package, and an update on the Energy sector. ADVISOR/BROKER USE ONLY Time in the market is more powerful than timing the market. While investors often look to the index as an indication of the overall market/economy’s health, really what’s happening is bifurcation of the market. By submitting this form, you consent to receiving the publications you have chosen at the email address you have provided. December 2021. This document contains key information you should know about BMO MSCI EAFE Hedged to CAD Index ETF. Insight on the winners and losers from earnings season, investing in Big Tech, and trade ideas in mid-corporate credit and gold. The BMO Balanced ESG ETF is designed to provide moderate long-term capital appreciation and income by investing in global equity and fixed income ETFs. Chris McHaney and Alfred Lee, BMO ETF Portfolio Managers, discuss how volatility is impacting options strategies such as ZWG & ZPAY, how to use real return bonds and ZRR in portfolio construction, and provide insight on tax-loss harvesting. See all Insights. Podcast: Key Exposures for a Defensive Growth Portfolio, Podcast: Becoming the “Smart Money” in ETF Flows, Podcast: ZMBS for Defensive Income in the Portfolio. It’s no secret recipe: the companies that will survive a market correction are the ones with the strongest balance sheets (good cash flow management, low debt), provide low volatility, and will continue to pay dividends despite a harsher economic environment. 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. Your views of the depth and severity of this economic slowdown will determine which currency exposure is best for your portfolio. ®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence. Political Uncertainty, Podcast: Investing in Big Tech, Gold Equities & Bonds, Podcast: Smart Bets for the Opportunistic Investor, Podcast: Why “Quality” Outperforms in Bear and Bull Markets, Podcast: A Closer Look at Q2 Earnings, Nasdaq & Emerging Markets, Podcast: Flight to Quality, Beta and Government Bonds, Podcast: Balancing Gold, Equities and Short & Mid Credit. Chris Heakes, Chris McHaney & Alfred Lee, BMO ETF Portfolio Managers, update on a steepening yield curve and the addition of Tesla to the S&P 500. 5 BMO ETFs Yielding > 5%. BMO Balanced ETF Equity Dashboard. How Have Markets Responded? Views from the Desk: Income Ideas - Getting Paid to Wait. Start investing today! Commissions, management fees and expenses may be associated with investments in mutual funds and exchange traded funds (ETFs). During the COVID-19 crisis, BMO ETFs has you covered with support, up-to-date news, trade ideas and market insight to help investors make sense of turbulent markets. By submitting this form, you consent to receiving the publications you have chosen at the email address you have provided. The S&P 500 reached an all-time high on Aug 18th, surpassing pre-covid levels. A discussion on the Energy market as future contracts turned negative, insights on the Bank Of Canada’s Bond-Buying program and looking at Health Care and Infrastructure as sector trade ideas. The BMO MSCI Europe High Quality Hedged to CAD Index ETF (ticker: ZEQ) is a one ticket solution to add a basket of these high Quality European equities to your portfolio. 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