BMO ETFs: Views From The Desk podcast

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Ask Grumpy

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Ask Grumpy, a podcast featuring Steve Bender, AKA Southern Living’s Grumpy Gardener is back for Season 3. For more than 30 years, Grumpy has been sharing advice on what to grow, when to plant, and how to manage just about anything in your garden. Tune in for short episodes every Wednesday and Saturday as Grumpy answers reader questions, solves seasonal conundrums, and provides need-to-know advice for gardeners with his very Grumpy sense of humor. Be sure to follow Ask Grumpy wherever you listen so you don't miss an episode.

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.

289 Episoden

#Trading #Business #bmoetfs #BMO Global Asset Management

BMO ETFs: Views from the Desk

26 subscribers

updated vor 2 Tagen

Serie-Home•Feed

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

289 Episoden

#Trading #Business #bmoetfs #BMO Global Asset Management

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E269 – An Intro to CLOs 16:18

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16:18

In today’s episode, special guest Mark Jarosz, and your host, Zayla Saunders, take us to the top of the cash flow waterfall to provide must-know answers to your collateralized loan obligation, or CLO, questions. They delve into everything from their history to the intricacies of how they work. Zayla Saunders is a Senior Associate of Online Distribution at BMO Global Asset Management (GAM). She is joined on the podcast by Mark Jarosz, Lead, Private Credit, Alternatives, at BMO GAM. Recorded live on Wed, May 21, 2025. ETFs: BMO AAA CLO ETF (ZAAA) BMO AAA CLO ETF (Hedged Units) (ZAAA.F) BMO AAA CLO ETF (USD Units) (ZAAA.U) Collateralized Debt Obligation (CDO): A structured financial product where a bank or other entity pools together various types of debt, like mortgages, bonds, and loans, and repackages them into tranches, or classes of securities, based on their risk level. Correlation: A statistical measure of how two securities move in relation to one another. Positive correlation indicates similar movements, up or down together, while negative correlation indicates opposite movements. 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. All investments involve risk. The value of an ETF can go down as well as up and you could lose money. The risk of an ETF is rated based on the volatility of the ETF’s returns using the standardized risk classification methodology mandated by the Canadian Securities Administrators. Historical volatility does not dictate how volatile an ETF will be in the future. An ETF with a risk rating of “low” can still lose money. For more information about the risk rating and specific risks that can affect BMO AAA CLO ETF’s returns, see BMO AAA CLO ETF’s 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 ETF 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 BMO AAA CLO ETF, please see the specific risks set out in the prospectus. 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. 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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E268 – The Case for Tactical Investing 31:44

vor 9 Tagen31:44

31:44

In today’s episode, special guest Jeremy Fehr, and your host, Erika Toth, dive into the history of SIA Wealth and explore its innovative approach to tactical investing through relative strength technology. Erika Toth is a Director of Institutional and Advisory at BMO Global Asset Management. She is joined on the podcast by Jeremy Fehr, Chief Executive Officer & Founder, SIA Wealth Management & SIACharts. The episode was recorded live on Tuesday, May 13, 2025. ETFs mentioned: BMO SIA Focused North American Equity Fund ETF Series (Ticker: ZFN) BMO SIA Focused Canadian Equity Fund ETF Series (Ticker: ZFC) CDRs: Canadian Depositary Receipts 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. 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’ssimplified 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 under which BMO Asset Management Inc. and BMO Investments Inc. operate. 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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The Open Outcry: The Current State of the CAD and US Rates Markets 21:58

vor 10 Tagen21:58

21:58

With the Federal Reserve and Bank of Canada (BoC) travelling on what appear to be different policy trajectories, Jason Daw, head of North American rates strategy for RBC Capital Markets, joins Bipan Rai to discuss what that means for North American bonds. The pair also discuss the latest Financial Stability Report from the BoC. This podcast was recorded live on May 13, 2015. 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 Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.…

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The Open Outcry: A Guide to Hedge Fund Investing 25:37

vor 15 Tagen25:37

25:37

Bipan Rai is joined by Alex Singh, alternatives partnerships lead for BMO Global Asset Management to discuss the benefits of hedge funds in an overall portfolio, as well as talk about the new partnership between BMO GAM and Goldman Sachs Asset Management to launch a multi-strategy fund for Canadian investors. Note: the investment product mentioned in this podcast is only available to BMO Nesbitt Burns and BMO Private Investment Counsel advisors to date. This podcast was recorded live on May 1, 2025. Please visit: ⁠Alternative Investments | BMO Global Asset Management⁠ for more information. BMO Alternative Investments are generally available only to Canadian residents that qualify under the “accredited investor” exemption, under National Instrument 45-106 Prospectus Exemptions (“NI 45-106”) or, if resident in Ontario, section 73.3 of the Securities Act (Ontario) (the “OSA”). Please refer to NI 45-106 or the OSA for more information regarding the availability of this exemption. 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 ⁠ Alpha: A measure of performance often considered the active return on an investment. It gauges the performance of an investment against a market index or benchmark , Beta: A measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. Correlation: A statistical measure of how two securities move in relation to one another. Volatility: Measures how much the price of a security, derivative, or index fluctuates.Disclaimers: Goldman Sachs and its affiliates are not in any way responsible for the accuracy, completeness or adequacy of the information contained herein, other than any information provided by the Investment Manager specifically for inclusion in this presentation, (ii) the fund described herein is not in any way affiliated with Goldman Sachs or its affiliates; (iii) Goldman Sachs and its affiliates are not directly or indirectly involved in management, marketing or distribution of the fund described herein; (iv) each potential investor understands that such potential investor is not a direct investor in a Goldman Sachs fund, has no privity of contract with Goldman Sachs or its affiliates and will not have recourse against Goldman Sachs or its affiliates with respect to its investment in the fund described herein.BMO Global Asset Management (BMO GAM) is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under license. Certain of the products and services offered under the brand name, BMO Global Asset Management, are designed specifically for various categories of investors in Canada and may not be available to all investors. Past performance is no guarantee of future results. Certain statements included in this material constitute forward-looking statements, including, but not limited to, those identified by the expressions "expect", "intend", "will" and similar expressions. The forward-looking statements are not historical facts but reflect BMO GAM’s current expectations regarding future results or events.. Although BMO GAM believes that the assumptions inherent in the forward-looking statements are reasonable, forward-looking statements are not guarantees of future performance. Prospective investors should consider the risks described in the confidential offering memorandum (OM) of the Fund before purchasing units of the Fund. Any or all of these risks, or other as yet unidentified risks, may have a material adverse effect on the Fund’s business and/or the return to investors.…

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E267 – What Canada’s Election Results Mean for Investors 22:41

vor 16 Tagen22:41

22:41

In today’s episode, Bipan Rai, Matt Montemurro, and your host, Erika Toth, break down the recent federal election results. They discuss the Liberal government’s priorities, interprovincial trade barriers, the economic outlook—and what it all means for investors. Recorded live on May 6, 2025. ETFs: BMO Ultra Short-Term Bond ETF (ZST) BMO Money Market Fund ETF Series (ZMMK) BMO Target 2027 Canadian Corporate Bond ETF (ZXCO) BMO AAA CLO ETF (ZAAA) BMO AAA CLO ETF (Hedged Units) (ZAAA.F) BMO Long Federal Bond Index ETF (ZFL) BMO Short Corporate Bond Index ETF (ZCS) BMO Mid Federal Bond Index ETF (ZFM) BMO Aggregate Bond Index ETF (ZAG BMO MSCI EAFE Index ETF (ZEA) BMO MSCI EAFE Hedged to CAD Index ETF (ZDM) BMO Equal Weight Utilities Index ETF (ZUT) BMO Covered Call Utilities ETF (ZWU) BMO Equal Weight Industrials Index ETF (ZIN) BMO Global Infrastructure Index ETF (ZGI) Total returns, as of 2025/04/30: ZWU⁠: 1 yr: 19.85%, 3yr: 2.51%, 5 yr 6.67%, 10 yr: 4.05%, SI: 4.86% Annualized distribution yield, as of 2025/05/06: ZWU⁠: 7.62% This yield is calculated by taking the most recent regular distribution, or expected distribution, (excluding additional year end distributions) annualized for frequency, divided by current NAV. The yield calculation does not include reinvested distributions. Disclaimers: The episode is for informational or educational purposes only and does not provide investment advice or recommendations. See full disclaimers here: ⁠Find an ETF 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. All investments involve risk. The value of an ETF can go down as well as up and you could lose money. The risk of an ETF is rated based on the volatility of the ETF’s returns using the standardized risk classification methodology mandated by the Canadian Securities Administrators. Historical volatility does not dictate how volatile an ETF will be in the future. An ETF with a risk rating of “low” can still lose money. For more information about the risk rating and specific risks that can affect BMO AAA CLO ETF’s returns, see BMO AAA CLO ETF’s prospectus. For a summary of the risks of an investment in BMO AAA CLO ETF, please see the specific risks set out in the prospectus. 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. 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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E266 – A Gameplan for the Trade War 21:38

vor 23 Tagen21:38

21:38

Trump’s trade wars are creating ripple effects that are being felt far and wide. In today’s episode, ETF Strategist Bipan Rai, and your host, Zayla Saunders, discuss which sectors are bracing for impact or flying under the radar. Recorded live on April 30, 2025. ETFs: BMO US Equity Buffer Hedged to CAD ETF - April (ZAPR) BMO MSCI EAFE Index ETF (ZEA) BMO Gold Bullion ETF (ZGLD) BMO Global Infrastructure Index ETF (ZGI) Read Bipan Rai’s April sector report 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. 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 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.BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. 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 ofBank of Montreal, used under licence.…

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The Open Outcry: New Liberal Government Confronts Rising Recession Risk 22:46

vor 24 Tagen22:46

22:46

A post-election special from BMO ETFs and alternatives strategist Bipan Rai and guest Ali Jaffery, executive director and senior economist at CIBC. Housing, infrastructure and defence spending are top priorities for the newly elected Liberal government. However, the pair discuss how rising trade and recession risks could upend that agenda and force new stimulus measures instead. This podcast was recorded live on April 29, 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 ⁠ *Nominal GDP measures the total value of goods and services produced in an economy using current prices, while real GDP adjusts for inflation, using constant-dollar prices. *The USMCA stands for the United States-Mexico-Canada Agreement. 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. The ETF referred to herein is not sponsored, endorsed, or promoted by MSCI and MSCI bears no liability with respect to the ETF or any index on which such ETF is based. The ETF’s prospectus contains a more detailed description of the limited relationship MSCI has with the Manager and any related ETF. 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 Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.…

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E265 – A Deep Dive on Covered Call ETFs 25:16

vor 30 Tagen25:16

25:16

In this episode, Jonathan Lau, Olivia Li, and host, Skye Collyer, take a deep dive into covered call ETFs—discussing how they work and strategies to utilize them for portfolio positioning in today’s marketplace. Skye Collyer is a Director of ETF Distribution at BMO Global Asset anagement (BMO GAM). She is joined by Jonathan Lau and Olivia Li, Portfolio Managers at BMO Exchange Traded Funds. Recorded live on Tues, April 15, 2025. ETFs: BMO Covered Call Canadian Banks ETF (ZWB) BMO Covered Call Technology ETF (ZWT) BMO Equal Weight Banks Index ETF (Ticker: ZEB) BMO Covered Call Utilities ETF (Ticker: ZWU) BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE) BMO Canadian High Dividend Covered Call ETF (ZWC) BMO US High Dividend Covered Call ETF (ZWH) BMO Europe High Dividend Covered Call ETF (ZWP) Total returns, as of 2025/03/31: ZWB : 1 yr: 9.51%, 3yr: 2.27%, 5 yr 13.07%, 10 yr: 7.84%, SI: 8.13% ZEB : 1 yr: 13.57%, 3yr: 5.17%, 5 yr 17.45%, 10 yr: 10.96%, SI: 11.27% ZWU : 1 yr: 18.89%, 3yr: 1.98%, 5 yr 7.92%, 10 yr: 4.29%, SI: 4.92% ZWP : 1 yr: 12.62%, 3yr: 13.20%, 5 yr 12.41%, SI: 6.61% Annualized distribution yield, as of 2025/04/23: ZWB : 7.05% ZEB : 4.20% ZWU : 7.65% ZWP : 6.87% ZWU , Utilities about 56%, as of April 15, 2025. Allocations subject to change without notice. #1 Canadian covered call provider by assets under management, National Bank Report, Jan 3, 2025. BMO ETFs has 195 tickers, BMO GAM, as of Dec 31, 2024. BMO ETFs launched the first covered call in Canada in 2011 . Strike price: is the price at which the underlying security can be either boughtor sold once exercised. Out-of-the-money: how far the strike price is set relative to the underlying stock price. At the money: have a strike price that is equal to the current market price ofthe underlying holding. Call: a call option gives the holder the right to buy a stock. Disclaimers: Tax Efficient: as compared to an investment that generates an equivalent amount of interest income. Dividends are not guaranteed and may fluctuate. Past performance is not indicative of future results.This yield is calculated by taking the most recent regular distribution, or expected distribution, (excluding additional year end distributions) annualized for frequency, divided by current NAV. The yield calculation does not include reinvested distributions. 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. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. 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. 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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The Open Outcry: Why Cracks Are Widening in US Dollar Dominance 13:01

vor 4 weeks13:01

13:01

A volatile U.S. dollar amid broader trade uncertainty has many Canadian investors questioning whether to add or pare their FX hedges. Bipan Rai, managing director of ETF and structured solutions strategy at BMO ETFs, provides a brief history of the dollar’s evolution as the global reserve currency, and his view on where the greenback goes from here. This episode was recorded live on April 22, 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 The Bretton Woods system: an international monetary system established in 1944 based on a fixed exchange rate regime where currencies were pegged to the U.S. dollar, which was itself pegged to gold. Debt ceiling: describes in general the upper limit set on the amount of money that a government may borrow. The Great Depression: a severe global economic downturn that lasted from 1929 to 1939. U.S. reserve currency usage information, Bloomberg/BMO Global Asset Management, as of April 30, 2025. Disclaimers: The viewpoints expressed by the speaker 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 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: How Canada Should Handle Trump’s Tariff Shock 21:11

vor 5 weeks21:11

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

vor 6 weeks26:14

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 Intrinsic value: the real value of an asset based on fundamental factors, as opposed to the price assigned by the market. Spot price: the current market price at which an asset, such as a security, commodity, or currency, can be bought or sold for immediate delivery. Yield curve: a line that plots the yields, or interest rates, of bonds that have equal credit quality but different maturity dates. PBOC: The People’s Bank of China, the central bank for China. 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

vor 6 weeks16:26

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

vor 7 weeks21:33

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.…

vor 43 weeks18:25

18:25

Despite several growing risks and ongoing volatility, opportunities persist. In this special episode, BMO Global Asset Management CIO Sadiq Adatia and your host, Mckenzie Box, make a case for global equities. They also discuss the value of an active approach and underscore the importance of asset allocation for long-term performance. ETFs mentioned in the podcast: BMO S&P 500 Index ETF (ticker: ZSP) BMO Global Equity Fund Active ETF Series (Ticker: BGEQ) BMO Global Innovators Fund Active ETF Series (Ticker: BGIN) BMO Global Infrastructure Fund Active ETF Series (Ticker: BGIF) BMO Global Dividend Opportunities Fund Active ETF Series (Ticker: BGDV) BGEQ, total returns as of 2024/06/28: 1 yr: 27.96%, SI: 29.74% BMO Global Equity Fund - F, performance as of 2024/06/30: 1 mo: 2.25%, 3 mo: 5.29%, 6 mo: 20.98%, YTD: 20.98%, 1 yr: 27.88%, 2 yr: 23.32%, 3 yr: 11.69%, 5 yr: 12.50%, SI: 10.24% BMO Global Innovators Fund - F, performance as of 2024/06/30: 1 mo: 4.97%, 3 mo: 4.72%, 6 mo: 23.46%, YTD: 23.46%, 1 yr: 35.01%, SI: 34.30% Morningstar: BMO Global Equity Fund Active ETF Series, BMO Global Equity Fund - F, as of June 30, 2024 Disclaimers: 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 prospectus. 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. Percentile rank is a standardized way of ranking items within a peer group, in this case, funds with the same Morningstar category. The observation with the largest numerical value is ranked one; the observation with the smallest numerical value is ranked 100. The remaining observations are placed equal distance from one another on the rating scale. Note that lower percentile ranks are generally more favorrable for returns (high returns), while higher percentile ranks are generally more favourable for risk measures (low risk). Percentile ranks within categories are most useful in those categories that have a large number of funds. For small universes, funds will be ranked at the highest percentage possible. For instance, if there are only two international hybrid funds with 10-year average total returns, Morningstar will assign a percentile rank of 1 to the top-performing fund, and the second fund will earn a percentile rank of 51 (indicating the fund underperformed 50% of the sample). For more details on the calculation of Morningstar star ratings or quartile rankings, click here. “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.…

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