E93 – Election Outcomes: How to Position Your Portfolio

BMO ETFs: Views from the Desk

With the federal election just around the corner, many investors are starting to re-evaluate the political risks in their portfolios. To this end, Kevin Prins, Alfred Lee and Chris McHaney explore the potential for a minority government, and what it could mean for positioning the Canadian side of an investment portfolio. Our experts also discuss the prospect of higher US corporate taxes, whether the current volatility is seasonal or cyclical, and how inflation concerns can be eased on both the fixed income and equity sides of the portfolio.

Read the episode summary.

Kevin Prins is the Head of ETF & Managed Account Distribution at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Alfred Lee, both Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on September 15, 2021.

Fixed Income ETFs mentioned in the podcast:

• BMO Short-Term US TIPS Index ETF (Ticker: ZTIP)
• BMO Real Return Bond Index ETF (Ticker: ZRR)

Equity ETFs mentioned in the podcast:

• BMO S&P/TSX Capped Composite Index ETF (Ticker: ZCN)
• BMO Clean Energy Index ETF (Ticker: ZCLN)
• BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO)
• BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
• BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)

Disclosures:

The viewpoints expressed by the Portfolio Manager represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance.

S&P/TSX Capped Composite® is a registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”) and “TSX” is a trademark of TSX Inc. These trademarks have been licensed for use by S&P Dow Jones Indices LLC and sublicensed to BMO Asset Management Inc. in connection with the above mentioned BMO ETFs. These BMO ETFs are not sponsored, endorsed, sold or promoted by S&P Dow Jones LLC, S&P, TSX, or their respective affiliates and

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., BMO Investments Inc., BMO Asset Management Corp., BMO Asset Management Limited and BMO’s specialized investment management firms.

®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.