As a shifting economic backdrop fans recession fears in the U.S., is a soft landing still on the table? In this episode, ETF Strategist Bipan Rai, and your host, Erika Toth, analyze the market outlook and discuss our Q3 investment strategy reports.

• Quarterly Fixed Income Strategy  
• Guided Portfolio Strategy Report 

ETFs:

• BMO Low Volatility Canadian Equity ETF (Ticker: ZLB)
• BMO Low Volatility US Equity ETF (Ticker: ZLU)
• BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)
• BMO Equal Weight REITs Index ETF (Ticker: ZRE)
• BMO Low Volatility International Equity Hedged to CAD ETF (Ticker: ZLD)
• BMO Government Bond Index ETF (Ticker: ZGB)
• BMO Short-Term US Treasury Bond Index ETF (Ticker: ZTS)
• BMO Short-Term US IG Corporate Bond Hedged to CAD Index ETF (Ticker: ZSU)
• BMO Long Short US Equity ETF (Ticker: ZLSU)
• BMO US Equity Buffer Hedged to CAD ETF – July (Ticker: ZJUL)

Beta: A measure of the volatility of a security or a portfolio in comparison to the market as a whole.

FOMC: The Federal Open Market Committee.

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 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.

In this episode, ETF Strategist Bipan Rai, and host, Erika Toth, delve into the latest ETF industry flows and the themes shaping markets amid recent bouts of volatility.

• BMO S&P 500 Index ETF (Ticker: ZSP)
• BMO S&P 500 Hedged to CAD Index ETF (Ticker: ZUE)
• BMO NASDAQ 100 Equity Hedged to CAD Index ETF (Ticker: ZQQ)     
• BMO NASDAQ 100 Equity Index ETF (Ticker: ZNQ)
• BMO Low Volatility US Equity ETF (Ticker: ZLU)
• BMO Equal Weight Banks Index ETF (Ticker: ZEB)
• BMO Ultra Short-Term Bond ETF (Ticker: ZST)
• BMO USD Cash Management ETF (USD Units) (Ticker: ZUCM.U)
• BMO Gold Bullion ETF (Ticker: ZGLD)
• BMO Money Market Fund ETF Series (Ticker: ZMMK)
• BMO Aggregate Bond Index ETF (Ticker: ZAG)
• BMO Long Federal Bond Index ETF (Ticker: ZFL)
• BMO Mid Corporate Bond Index ETF (Ticker: ZCM)
• BMO Long Corporate Bond Index ETF (Ticker: ZLC)
• BMO Equal Weight US Banks Hedged to CAD Index ETF (Ticker: ZUB)
• BMO Equal Weight US Banks Index ETF (Ticker: ZBK)

National Bank Financial Report – Canadian ETF Flows for July 2024

VIX Index, as of 08/21/24

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.

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.

In this deep-dive episode, special guests Paul Riccardella, Richard Ho, and your host, Kevin Prins, provide a careful analysis of factor ETFs—from their early history to how they are constructed. They also discuss MSCI’s unique methodology and several prudent ways to avoid value traps. Kevin Prins is the Managing Director and Head of Distribution for ETFs and Digital Distribution at BMO Global Asset Management. He is joined on the podcast by Paul Riccardella, Executive Director of Client Coverage at MSCI, and Richard Ho, Vice President of ETF Distribution at BMO Global Asset Management. ETFs mentioned in the podcast: BMO MSCI USA High Quality Index ETF (Hedged Units) (Ticker: ZUQ.F) BMO MSCI USA High Quality Index ETF (Ticker: ZUQ) BMO MSCI USA High Quality Index ETF (USD Units) (Ticker: ZUQ.U) BMO MSCI Canada Value Index ETF (Ticker: ZVC) BMO MSCI USA Value Index ETF (Ticker ZVU) BMO MSCI All Country World High Quality Index ETF (Ticker: ZGQ) BMO MSCI India ESG Leaders Index ETF (Ticker: ZID) BMO MSCI China ESG Leaders Index ETF (Ticker: ZCH) 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.  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.  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 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.

Persistent inflation has investors looking for positive signs. In today’s episode, portfolio managers Chris McHaney, Chris Heakes, and your host, Mark Raes, examine Canada’s CPI. They also discuss structural tailwinds in the Energy Sector, Canadian banks, staying invested with quality dividend payers, and the taxation benefit of discount bond ETFs. 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 Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on September 21, 2022. ETFs mentioned in the podcast: BMO Equal Weight Utilities Index ETF (Ticker: ZUT) BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO) BMO Equal Weight REITs Index ETF (Ticker: ZRE) BMO Equal Weight Banks Index ETF (Ticker: ZEB) BMO Covered Call Canadian Banks ETF (Ticker: ZWB) BMO Discount Bond Index ETF (Ticker: ZDB) BMO US Dividend ETF (Ticker: ZDY) BMO Aggregate Bond Index ETF (Ticker: ZAG) BMO Short-Term Discount Bond ETF (Ticker: ZSDB) BMO Corporate Discount Bond ETF (Ticker: ZCDB)   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 (if applicable) all may be associated with investments in mutual funds and ETFs. Trailing commissions may be associated with investments in certain series of securities of mutual funds. Please read the ETF facts, fund facts or prospectus of the relevant mutual fund or ETF before investing. The indicated rates of return are the historical annual compounded total returns including changes in share or 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 securityholder that would have reduced returns. Mutual funds and ETFs 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 Mutual Funds or BMO ETFs, please see the specific risks set out in the prospectus of the relevant mutual fund or ETF. 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 Mutual Funds are offered by BMO Investments Inc., a financial services firm and separate entity from Bank of Montreal. BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and 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 trademarks/trademark of Bank of Montreal, used under licence.

Following a red-hot inflation print earlier this week, many investors opted for an immediate sell-off, creating turbulence in the markets. In today’s episode, portfolio managers Alfred Lee, Matt Montemurro, and your host, Mark Raes, anticipate the Federal Reserve’s response. They also discuss opportunities to hedge outside of gold, positioning equities in a barbell approach, and finding the best bargains. Read the episode summary. Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on September 14, 2022. ETFs mentioned in the podcast: BMO High Quality Corporate Bond Index ETF (Ticker: ZQB) BMO Ultra Short-Term Bond ETF (Ticker: ZST) BMO Canadian Bank Income Index ETF (Ticker: ZBI) BMO Low Volatility US Equity ETF (Ticker: ZLU) BMO Global Infrastructure Index ETF (Ticker: ZGI) BMO Short-Term US TIPS Index ETF (Ticker: ZTIP) BMO Short-Term US TIPS Index ETF (Hedged Units) (Ticker: ZTIP.F) BMO Equal Weight Banks Index ETF (Ticker: ZEB) BMO Covered Call Canadian Banks ETF (Ticker: ZWB) BMO Short-Term Discount Bond ETF (Ticker: ZSDB) BMO Corporate Discount Bond ETF (Ticker: ZCDB) 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 (if applicable) all may be associated with investments in mutual funds and ETFs. Trailing commissions may be associated with investments in certain series of securities of mutual funds. Please read the ETF facts, fund facts or prospectus of the relevant mutual fund or ETF before investing. The indicated rates of return are the historical annual compounded total returns including changes in share or 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 securityholder that would have reduced returns. Mutual funds and ETFs 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 Mutual Funds or BMO ETFs, please see the specific risks set out in the prospectus of the relevant mutual fund or ETF. 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 Mutual Funds are offered by BMO Investments Inc., a financial services firm and separate entity from Bank of Montreal. BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and 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 trademarks/trademark of Bank of Montreal, used under licence.

In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dive into third quarter results from Canada’s “Big Six,” discussing recent stock performance, bank yields, the benefits of liquidity, and the impact of falling housing prices. Daniel Stanley is an ETF Specialist at BMO Global Asset Management. He is joined on the podcast by Chris Heakes, Portfolio Manager and ETF Specialist, BMO Global Asset Management and Sohrab Movahedi, Managing Director, Financials Research, BMO Capital Markets. This episode was recorded on September 8, 2022. ETFs mentioned in the podcast: ·       BMO Equal Weight Banks Index ETF (Ticker: ZEB) ·       BMO S&P/TSX Capped Composite Index ETF (Ticker: ZCN) ·       BMO Covered Call Canadian Banks ETF (Ticker: ZWB) ·       BMO Canadian Dividend ETF (Ticker: ZDV) ·       BMO Equal Weight US Banks Hedged to CAD Index ETF (Ticker: ZUB) ·       BMO Equal Weight US Banks Index ETF (Ticker: ZBK) ·       BMO Covered Call US Banks ETF (Ticker: ZWK)   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. S&P®, S&P/TSX Capped Composite®, S&P 500® are 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 S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s). Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or prospectus before investing. The indicated rates of return are the historical annual compounded total returns including changes in share or 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 securityholder that would have reduced returns. 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 trademarks/trademark of Bank of Montreal, used under licence.

As the Bank of Canada once again raises interest rates—and indicates that more hikes are likely on the way—what’s the outlook for fixed income? In today’s episode, portfolio managers Chris Heakes, Chris McHaney, and your host, Kevin Prins, break down the market’s expectations. They also discuss ETF flows, geographic allocation, and currencies. Read the episode summary. Kevin Prins is the Managing Director, Head of ETF & Managed Accounts Distribution at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on September 7, 2022. ETFs mentioned in the podcast: ·       BMO S&P/TSX Capped Composite Index ETF (Ticker: ZCN) ·       BMO Ultra Short-Term Bond ETF (Ticker: ZST) ·       BMO Covered Call Canadian Banks ETF (Ticker: ZWB) ·       BMO Low Volatility Canadian Equity ETF (Ticker: ZLB) ·       BMO Low Volatility US Equity ETF (Ticker: ZLU) 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. S&P®, S&P/TSX Capped Composite®, S&P 500® are 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 S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s). 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 (if applicable) all may be associated with investments ETFs. Please read the ETF facts or prospectus of the relevant mutual fund or ETF before investing. The indicated rates of return are the historical annual compounded total returns including changes in share or 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 securityholder that would have reduced returns. ETFs 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 ETFs, please see the specific risks set out in the prospectus of the relevant ETF. 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 and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and 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 trademarks/trademark of Bank of Montreal, used under licence.

With inflation potentially having peaked, could central banks start to lower interest rates sooner than expected? In today’s episode, portfolio managers Charles Myssie, Matt Montemurro, and your host, Mark Raes, break down the cases for a bullish vs. a bearish outlook. They also discuss market volatility, high yield bonds, and 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 Charles Myssie and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on August 24, 2022.   ETFs mentioned in the podcast: BMO Covered Call Utilities ETF (Ticker: ZWU) BMO Canadian High Dividend Covered Call ETF (Ticker: ZWC) BMO US High Dividend Covered Call ETF (Ticker: ZWH) BMO High Yield US Corporate Bond Hedged to CAD Index ETF (Ticker: ZHY) BMO High Yield US Corporate Bond Index ETF (Ticker: ZJK) BMO Floating Rate High Yield ETF (Ticker: ZFH) BMO ESG High Yield US Corporate Bond Index ETF (Ticker: ESGH) BMO ESG High Yield US Corporate Bond Index ETF (Hedged Units) (Ticker: ESGH.F) BMO Short-Term US TIPS Index ETF (Ticker: ZTIP) 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.   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 trademarks/trademark of Bank of Montreal, used under licence.

Despite Canada’s inflation easing slightly in July, investors are not out of the woods yet. In today’s episode, portfolio managers Chris Heakes, Matt Montemurro, and your host, Mark Raes, scrutinize the markets’ mini rally. They also discuss the importance of asset allocation in fixed income investments, the rebalancing process, gold prices, and strategies for preserving capital come the fall. Read the episode summary. Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on August 17, 2022. ETFs mentioned in the podcast: BMO S&P 500 Index ETF (Ticker: ZSP) BMO NASDAQ 100 Equity Index ETF (Ticker: ZNQ) BMO Low Volatility US Equity ETF (Ticker: ZLU) BMO US Dividend ETF (Ticker: ZDY) BMO Aggregate Bond Index ETF (Ticker: ZAG) BMO Long Federal Bond Index ETF (Ticker: ZFL) BMO Long Corporate Bond Index ETF (Ticker: ZLC) BMO Growth ETF (Ticker: ZGRO) BMO Equal Weight Global Gold Index ETF (Ticker: ZGD) BMO Low Volatility Canadian Equity ETF (Ticker: ZLB) 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. 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. NASDAQ®, and NASDAQ-100 Index® or NASDAQ-100 Index® Hedged to CAD, are registered trademarks of Nasdaq, Inc. (which with its affiliates is referred to as the “Corporations”) and are licensed for use by the Manager. The ETF(s) have not been passed on by the Corporations as to their legality or suitability. The ETF(s) are not issued, endorsed, sold, or promoted by the Corporations. The Corporations make no warranties and bear no liability with respect to the ETF(s). “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 S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s). 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 trademarks/trademark of Bank of Montreal, used under licence.

Earlier this week, the U.S. Senate voted on the Inflation Reduction Act, a historic and significant health care, tax, and climate bill. In today’s episode, portfolio managers Chris McHaney, Chris Heakes, and your host, Kevin Prins, unpack the legislation and gauge the markets’ reactions to the news. They also look at redefining the word “recession,” exposure to tech with a large cap growth strategy, and mega-trend ETFs. Read the episode summary. Kevin Prins is the Managing Director, Head of ETF & Managed Accounts Distribution at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on August 10, 2022. ETFs mentioned in the podcast: BMO Canadian Bank Income Index ETF (Ticker: ZBI) BMO Clean Energy Index ETF (Ticker: ZCLN) BMO Brookfield Global Renewables Infrastructure Fund ETF Series (Ticker: GRNI) BMO Equal Weight US Health Care Hedged to CAD Index ETF (Ticker: ZUH) BMO Equal Weight US Health Care Index ETF (Ticker: ZHU) BMO Covered Call Technology ETF (Ticker: ZWT)   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. 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 trademarks/trademark of Bank of Montreal, used under licence.

This week, the Fed raised its key interest rate by another 75 basis points. As we teeter between a soft and hard landing, could this aggressive move tip the scales? In today’s episode, portfolio managers Alfred Lee, Matt Montemurro, and your host, Mark Raes, discuss how the market seems to be striking off bad news. They also look at mid-year tax-loss selling, a big week for Nasdaq companies, and a potential commodity supercycle. Read the episode summary. Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on July 27, 2022. ETFs mentioned in the podcast: BMO S&P 500 Index ETF (Ticker: ZSP) BMO S&P/TSX Capped Composite Index ETF (Ticker: ZCN) BMO Long Provincial Bond Index ETF (Ticker: ZPL) BMO Long Corporate Bond Index ETF (Ticker: ZLC) BMO Long-Term US Treasury Bond Index ETF (Ticker: ZTL) BMO High Quality Corporate Bond Index ETF (Ticker: ZQB) BMO Canadian Bank Income Index ETF (Ticker: ZBI) BMO Aggregate Bond Index ETF (Ticker: ZAG) BMO NASDAQ 100 Equity Index ETF (Ticker: ZNQ) 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. 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. S&P®, S&P/TSX Capped Composite®, S&P 500® are 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 S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s). NASDAQ®, and NASDAQ-100 Index® or NASDAQ-100 Index® Hedged to CAD, are registered trademarks of Nasdaq, Inc. (which with its affiliates is referred to as the “Corporations”) and are licensed for use by the Manager. The ETF(s) have not been passed on by the Corporations as to their legality or suitability. The ETF(s) are not issued, endorsed, sold, or promoted by the Corporations. The Corporations make no warranties and bear no liability with respect to the ETF(s). 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 trademarks/trademark of Bank of Montreal, used under licence.

After a volatile start to the year, headline risk stemming from the Russian invasion of Ukraine and COVID-19 takes a backseat to sticky inflation. As a result, investors are faced with a potential economic slowdown unlike any seen before. How should they prepare? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including current views on inflation’s trajectory, portfolio construction across various asset classes, real yields, structural supply issues, and strategies for protecting against falling equities. Alfred Lee is a Portfolio Manager and Investment Strategist at BMO Global Asset Management. He is joined on the podcast by Erika Toth, Director, BMO ETFs. BMO ETF Portfolio Strategy Report – Q3 2022 BMO ETF Fixed Income Strategy Report – Q3 2022 Related ETFs: BMO Equal Weight Banks Index ETF (Ticker: ZEB) BMO Low Volatility Canadian Equity ETF (Ticker: ZLB) BMO Mid-Term US IG Corporate Bond Index ETF (Ticker: ZIC) BMO Short-Term US IG Corporate Bond Hedged to CAD Index ETF (Ticker: ZSU) BMO Long-Term US Treasury Bond Index ETF (Ticker: ZTL) BMO Low Volatility US Equity ETF (Ticker: ZLU) BMO MSCI USA High Quality Index ETF (Ticker: ZUQ)   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. 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 trademarks/trademark of Bank of Montreal, used under licence.

Under the cloud of a potential recession, investors are looking for shorter-term solutions, such as money market ETFs, to weather the storm with rate protection. In today’s episode, portfolio managers Alfred Lee, Chris McHaney, and your host, Kevin Prins, discuss which direction the sideways market will go. They also look at income-oriented solutions, oil and gas markets, and Canadian housing. Read the episode summary. Kevin Prins is the Managing Director, Head of ETF & Managed Accounts Distribution at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on July 20, 2022. ETFs mentioned in the podcast: BMO Money Market Fund ETF Series (Ticker: ZMMK) BMO Ultra Short-Term Bond ETF (Ticker: ZST) BMO Ultra Short-Term US Bond ETF (USD Units) (Ticker: ZUS.U) BMO Premium Yield ETF (Ticker: ZPAY) BMO Low Volatility US Equity ETF (Ticker: ZLU) BMO Low Volatility Canadian Equity ETF (Ticker: ZLB) BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO) BMO Equal Weight Banks Index ETF (Ticker: ZEB) 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. 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 trademarks/trademark of Bank of Montreal, used under licence.

As the U.S. economy appears stronger for longer, Canada prepares for potential interest rate cuts. In this deep-dive episode, BMO GAM CIO Sadiq Adatia and your host, Mckenzie Box, break down the latest House View and discuss portfolio positioning for the current environment. McKenzie Box is Vice President of Product Management and Strategy at BMO Global Asset Management. She is joined on the podcast by Sadiq S. Adatia, Chief Investment Officer (CIO) at BMO Global Asset Management. The episode was recorded live on Wednesday, May 29, 2024.  Find The Week with Sadiq, BMO GAM’s Monthly House View, and more fresh insights at bmogam.com.  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. 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. 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.

This week, the Bank of Canada surprised markets by raising interest rates by a whopping 100 basis points. In today’s episode, portfolio managers Chris Heakes and Matt Montemurro, as well as your host, Mark Raes, discuss how central banks so badly misjudged inflation and what it means for the chances of an economic downturn. They also look at short-term bonds, energy, U.S. equity markets, and ESG investing. Read the episode summary.   Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on July 13, 2022.   ETFs mentioned in the podcast: BMO Low Volatility Canadian Equity ETF (Ticker: ZLB) BMO Low Volatility US Equity ETF (Ticker: ZLU) BMO Short-Term Bond Index ETF (Ticker: ZSB) BMO Short Corporate Bond Index ETF (Ticker: ZCS) BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO) BMO S&P US Mid Cap Index ETF (Ticker: ZMID) BMO S&P US Small Cap Index ETF (Ticker: ZSML) BMO S&P 500 Index ETF (Ticker: ZSP)   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.   S&P®, S&P/TSX Capped Composite®, S&P 500® are 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 S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s).   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 trademarks/trademark of Bank of Montreal, used under licence.

With a possible recession on the horizon, investors are wondering if there are similarities between the current environment and economic downturns in 2008 and 2020. In today’s episode, portfolio managers Chris McHaney, Alfred Lee, and your host, Mark Raes, discuss what makes this situation different. They also look at the yield curve, mortgage-backed securities, dividend ETFs, and 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 July 6, 2022.   ETFs mentioned in the podcast: BMO Short Corporate Bond Index ETF (Ticker: ZCS) BMO S&P 500 Index ETF (Ticker: ZSP) BMO Long Federal Bond Index ETF (Ticker: ZFL) BMO Canadian MBS Index ETF (Ticker: ZMBS) BMO US Dividend ETF (Ticker: ZDY) BMO Canadian Dividend ETF (Ticker: ZDV) BMO International Dividend ETF (Ticker: ZDI) BMO US High Dividend Covered Call ETF (Ticker: ZWH) BMO Premium Yield ETF (Ticker: ZPAY) 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.   S&P®, S&P/TSX Capped Composite®, S&P 500® are 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 S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s).   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 trademarks/trademark of Bank of Montreal, used under licence.

Last week, the Fed raised its key interest rate by 75 basis points, prompting speculation that a similar move by the Bank of Canada may be on the horizon. In today’s episode, portfolio managers Matt Montemurro, Chris Heakes, and your host, Mark Raes, break down what that could mean for the fixed income market. They also discuss corporate bond spreads, dividend ETF strategies, volatility, and the utilities sector. Read the episode summary.   Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Matt Montemurro and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on June 22, 2022.   ETFs mentioned in the podcast: BMO Ultra Short-Term Bond ETF (Ticker: ZST) BMO Short-Term US Treasury Bond Index ETF (Ticker: ZTS) BMO Short-Term Discount Bond ETF (Ticker: ZSDB) BMO Short-Term US IG Corporate Bond Hedged to CAD Index ETF (Ticker: ZSU) BMO Ultra Short-Term US Bond ETF (USD Units) (Ticker: ZUS.U) BMO Corporate Discount Bond ETF (Ticker: ZCDB) BMO High Quality Corporate Bond Index ETF (Ticker: ZQB) BMO Canadian High Dividend Covered Call ETF (Ticker: ZWC) BMO US High Dividend Covered Call ETF (Ticker: ZWH) BMO Europe High Dividend Covered Call ETF (Ticker: ZWP) BMO Global High Dividend Covered Call ETF (Ticker: ZWG) BMO Covered Call Canadian Banks ETF (Ticker: ZWB) BMO Covered Call Utilities ETF (Ticker: ZWU) BMO Equal Weight Utilities Index ETF (Ticker: ZUT)   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.   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 trademarks/trademark of Bank of Montreal, used under licence.

Last week, U.S. inflation numbers came in higher than expected, causing the S&P 500 to officially enter bear market territory. In today’s episode, portfolio managers Alfred Lee, Chris McHaney, and your host, Mark Raes, discuss potential catalysts for a stock market rebound, as well as bond yields, low-volatility strategies, fintech, and gold equities. Read the episode summary. Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on June 15, 2022. ETFs mentioned in the podcast: BMO S&P 500 Index ETF (Ticker: ZSP) BMO S&P/TSX Capped Composite Index ETF (Ticker: ZCN) BMO MSCI EAFE Index ETF (Ticker: ZEA) BMO Aggregate Bond Index ETF (Ticker: ZAG) BMO Short Corporate Bond Index ETF (Ticker: ZCS) BMO Canadian Bank Income Index ETF (Ticker: ZBI) BMO Money Market Fund ETF Series (Ticker: ZMMK) BMO Equal Weight Banks Index ETF (Ticker: ZEB) BMO Low Volatility US Equity ETF (Ticker: ZLU) BMO Low Volatility Canadian Equity ETF (Ticker: ZLB) BMO Low Volatility International Equity ETF (Ticker: ZLI) BMO MSCI Fintech Innovation Index ETF (Ticker: ZFIN) BMO Equal Weight Global Gold Index ETF (Ticker: ZGD)   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. S&P®, S&P/TSX Capped Composite®, S&P 500® are 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 S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s). 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 trademarks/trademark of Bank of Montreal, used under licence.

In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dive into second quarter results from Canada’s “Big Six,” discussing their outlook for Financials, how banks weather uncertainty, metrics that can help gauge the economy’s strength, and real estate. They also look at strategies to hedge against inflation, including the BMO Canadian Dividend ETF (ZDV) and the BMO Canadian High Dividend Covered Call ETF (ZWC).   Daniel Stanley is an ETF Specialist at BMO Global Asset Management. He is joined on the podcast by Chris Heakes, Portfolio Manager and ETF Specialist, BMO Global Asset Management and Sohrab Movahedi, Managing Director, Financials Research, BMO Capital Markets. This episode was recorded on June 7, 2022.   ETFs mentioned in the podcast: BMO Canadian Dividend ETF (Ticker: ZDV) BMO Canadian High Dividend Covered Call ETF (Ticker: ZWC) BMO Equal Weight Banks Index ETF (Ticker: ZEB) BMO S&P/TSX Capped Composite Index ETF (Ticker: ZCN) BMO Covered Call Canadian Banks ETF (Ticker: ZWB) BMO Equal Weight US Banks Hedged to CAD Index ETF (Ticker: ZUB) BMO Equal Weight US Banks Index ETF (Ticker: ZBK) BMO Covered Call US Banks ETF (Ticker: ZWK)   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.   S&P®, S&P/TSX Capped Composite®, S&P 500® are 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 S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s).   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 trademarks/trademark of Bank of Montreal, used under licence.

Central banks are laser focused on tackling inflation, but even with their aggressive approach, could it persist longer than markets are expecting? In today’s episode, portfolio managers Matt Montemurro, Chris Heakes, and your host, Mark Raes, discuss inflation-linked ETF strategies, as well as U.S. equities and banks, energy, and the portfolio construction and performance of Z-B-I, BMO’s Canadian Bank Income Index ETF. Read the episode summary.   Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Matt Montemurro and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on June 8, 2022.   ETFs mentioned in the podcast: BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO) BMO Real Return Bond Index ETF (Ticker: ZRR) BMO Short-Term US TIPS Index ETF (Ticker: ZTIP) BMO Canadian Bank Income Index ETF (Ticker: ZBI) BMO Equal Weight US Banks Index ETF (Ticker: ZBK) BMO Covered Call US Banks ETF (Ticker: ZWK)   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.   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.

Interest rate hikes, the Ontario provincial election, and the stock market’s recent rebound have all been making headlines this week. In today’s episode, portfolio managers Chris McHaney and Matt Montemurro and your host, Mark Raes, round up the latest news and discuss expectations for inflation and further interest rate increases. They also look at provincial bonds, global infrastructure, and Canadian bank earnings. 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 Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on June 1, 2022.   ETFs mentioned in the podcast: BMO S&P 500 Index ETF (Ticker: ZSP) BMO Short Provincial Bond Index ETF (Ticker: ZPS) BMO Mid Provincial Bond Index ETF (Ticker: ZMP) BMO Long Provincial Bond Index ETF (Ticker: ZPL) BMO Short Corporate Bond Index ETF (Ticker: ZCS) BMO High Quality Corporate Bond Index ETF (Ticker: ZQB) BMO Corporate Discount Bond ETF (Ticker: ZCDB) BMO Global Infrastructure Index ETF (Ticker: ZGI) BMO Brookfield Global Real Estate Tech Fund ETF Series (Ticker: TOWR) 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.   S&P®, S&P/TSX Capped Composite®, S&P 500® are 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 S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s).   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.

As market volatility persists and concerns about a recession grow, how will central banks respond? In today’s episode, Chris Heakes, Alfred Lee, and your host, Mark Raes, discuss ways for investors to manage these uncertainties, including covered call and low-volatility strategies. They also look at the bond market, widening yield spreads, and performance across the cap spectrum. Read the episode summary.   Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Alfred Lee, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on May 25, 2022.   ETFs mentioned in the podcast: BMO Aggregate Bond Index ETF (Ticker: ZAG) BMO S&P/TSX Capped Composite Index ETF (Ticker: ZCN) BMO Ultra Short-Term Bond ETF (Ticker: ZST) BMO Canadian Bank Income Index ETF (Ticker: ZBI) BMO Global High Dividend Covered Call ETF (Ticker: ZWG) BMO Canadian High Dividend Covered Call ETF (Ticker: ZWC) BMO Mid-Term US IG Corporate Bond Index ETF (Ticker: ZIC) BMO Low Volatility Canadian Equity ETF (Ticker: ZLB) BMO Low Volatility US Equity ETF (Ticker: ZLU) BMO S&P 500 Index ETF (Ticker: ZSP) BMO S&P US Mid Cap Index ETF (Ticker: ZMID) BMO S&P US Small Cap Index ETF (Ticker: ZSML)   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.   S&P®, S&P/TSX Capped Composite®, S&P 500® are 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 S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s).   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.

With U.S. inflation remaining near a 40-year high, is a 75-basis-point interest rate hike a real possibility? In today’s episode, Matt Montemurro, Chris McHaney, and your host, Mark Raes, discuss the Fed’s messaging as well as inflation’s impact on TIPS ETFs, volatility and call writing, oil prices, and the U.S. health care sector. Read the episode summary.   Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Matt Montemurro and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on May 18, 2022.   ETFs mentioned in the podcast: BMO S&P 500 Index ETF (Ticker: ZSP) BMO Low Volatility US Equity ETF (Ticker: ZLU) BMO MSCI USA High Quality Index ETF (Ticker: ZUQ) BMO Short-Term US TIPS Index ETF (Ticker: ZTIP) BMO Short-Term US TIPS Index ETF (Hedged Units) (Ticker: ZTIP.F) BMO Short-Term US Treasury Bond Index ETF (Ticker: ZTS) BMO US High Dividend Covered Call ETF (Ticker: ZWH) BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO) BMO Equal Weight US Health Care Index ETF (Ticker: ZHU) BMO Equal Weight US Health Care Hedged to CAD Index ETF (Ticker: ZUH)     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.   S&P®, S&P/TSX Capped Composite®, S&P 500® are 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 S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s).   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.

With interest rates rising and high inflation persisting, is a recession inevitable? In today’s episode, Alfred Lee, Chris McHaney, and our host, Kevin Prins, look at some of the cautionary signs. They also discuss whether equity markets have bottomed out, the challenges of trying to time the market, and strategies for investors with a lower risk appetite. Read the episode summary.   Kevin Prins is the Managing Director, Head of ETF & Managed Accounts Distribution at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on May 11, 2022.   ETFs mentioned in the podcast: BMO Low Volatility US Equity ETF (Ticker: ZLU) BMO US Dividend ETF (Ticker: ZDY) BMO MSCI USA High Quality Index ETF (Ticker: ZUQ) BMO Short-Term Bond Index ETF (Ticker: ZSB) BMO Short Corporate Bond Index ETF (Ticker: ZCS) BMO Canadian Bank Income Index ETF (Ticker: ZBI) BMO Ultra Short-Term Bond ETF (Ticker: ZST) BMO Aggregate Bond Index ETF (Ticker: ZAG) BMO Premium Yield ETF (Ticker: ZPAY) BMO Low Volatility Canadian Equity ETF (Ticker: ZLB) BMO Canadian Dividend ETF (Ticker: ZDV)   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.

With the 2024 U.S. presidential election just under six months away, headlines are heating up. In today’s episode, Portfolio Managers Chris Heakes, Matt Montemurro, and your host, Mckenzie Box, explore what the outcome could mean for your investments. They also discuss oil prices, opportunities outside of Canada, and the latest U.S. inflation print. The episode was recorded live on Wednesday, May 15, 2024. ETFs mentioned in the podcast: BMO Money Market Fund ETF Series (Ticker: ZMMK) BMO USD Cash Management ETF (Ticker: ZUCM) BMO Gold Bullion ETF (Ticker: ZGLD) BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO) BMO MSCI EAFE Hedged to CAD Index ETF (Ticker: ZDM) BMO MSCI India ESG Leaders Index ETF (Ticker: ZID) BMO Short-Term US IG Corporate Bond Hedged to CAD Index ETF (Ticker: ZSU) BMO Short-Term US Treasury Bond Index ETF (Ticker: ZTS) ZMMK, total returns as at 2024/04/30: 1yr: 5.18%, 2yr: 4.26%, SI: 3.57% ZID, total returns as at 2024/04/30: 1yr: 25.50%, 3yr: 12.57%, 5yr: 11.14%, 10yr: 13.46%, SI: 8.89% 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. 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. 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 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.

This week, we’re opening up the mailbag as our experts answer questions from Advisors and provide updates on several BMO ETFs. Listen in as Chris Heakes, Alfred Lee, and our host, Mark Raes, discuss the use of ETFs as portfolio rebalancing tools, positioning in international equity markets, the REITs sector, and low-volatility ETF strategies. Read the episode summary. Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Alfred Lee, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on May 4, 2022. ETFs mentioned in the podcast: BMO Aggregate Bond Index ETF (Ticker: ZAG) BMO S&P/TSX Capped Composite Index ETF (Ticker: ZCN) BMO Short Corporate Bond Index ETF (Ticker: ZCS) BMO Long-Term US Treasury Bond Index ETF (Ticker: ZTL) BMO MSCI EAFE Index ETF (Ticker: ZEA) BMO S&P 500 Index ETF (Ticker: ZSP) BMO Europe High Dividend Covered Call Hedged to CAD ETF (Ticker: ZWE) BMO Equal Weight REITs Index ETF (Ticker: ZRE) BMO Low Volatility US Equity ETF (Ticker: ZLU)   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. S&P®, S&P/TSX Capped Composite®, S&P 500® are 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 S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s). 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.

The purchase of Twitter by Elon Musk has dominated the news cycle, but what will the knock-on effects be for Tesla and the tech sector in general? In today’s episode, Mark Raes, Chris McHaney, and Matt Montemurro discuss that question as well as the flattening interest rate curve, tax-loss harvesting opportunities, Canadian banks, and dividend ETFs. 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 Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on April 27, 2022.   ETFs mentioned in the podcast: BMO Aggregate Bond Index ETF (Ticker: ZAG) BMO Short-Term Bond Index ETF (Ticker: ZSB) BMO MSCI Tech & Industrial Innovation Index ETF (Ticker: ZAUT) BMO Discount Bond Index ETF (Ticker: ZDB) BMO Short-Term Discount Bond ETF (Ticker: ZSDB) BMO Corporate Discount Bond ETF (Ticker: ZCDB) BMO Short Corporate Bond Index ETF (Ticker: ZCS) BMO Mid Corporate Bond Index ETF (Ticker: ZCM) BMO Long Corporate Bond Index ETF (Ticker: ZLC) BMO Corporate Bond Index ETF (Ticker: ZCB) BMO Equal Weight Banks Index ETF (Ticker: ZEB) BMO Covered Call Canadian Banks ETF (Ticker: ZWB) BMO Canadian Dividend ETF (Ticker: ZDV) BMO US Dividend ETF (Ticker: ZDY) BMO International Dividend ETF (Ticker: ZDI)   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.

Last week, the Bank of Canada raised its key interest rate by 50 basis points, its biggest hike in over two decades. In today’s episode, Mark Raes, Alfred Lee, and Chris Heakes discuss expectations for the rest of the year and implications for bond markets, as well as inflation, the construction and evaluation of ESG products, the metals market, and high-yield bond strategies. Read the episode summary.   Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on April 20, 2022.   ETFs mentioned in the podcast: BMO Aggregate Bond Index ETF (Ticker: ZAG) BMO MSCI Innovation Index ETF (Ticker: ZINN) BMO MSCI Canada ESG Leaders Index ETF (Ticker: ESGA) BMO Equal Weight Global Base Metals Hedged to CAD Index ETF (Ticker: ZMT) BMO High Yield US Corporate Bond Index ETF (Ticker: ZJK) BMO High Yield US Corporate Bond Hedged to CAD Index ETF (Ticker: ZHY) BMO Mid-Term US IG Corporate Bond Index ETF (Ticker: ZIC) BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF (Ticker: ZMU)   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.

Given ongoing uncertainties around interest rates, inflation, and the Russia-Ukraine conflict, what approach should Advisors and investors be taking when it comes to portfolio construction? In this episode, Alfred Lee and Erika Toth discuss the latest quarterly Portfolio Strategy and Fixed Income Strategy Reports, including asset allocation considerations, the outlook for the Energy, Banks, and Real Estate Investment Trusts sectors, and fixed income positioning. Alfred Lee is a Portfolio Manager and Investment Strategist at BMO Global Asset Management. He is joined on the podcast by Erika Toth, Director, BMO ETFs. BMO ETF Portfolio Strategy Report – Q2 2022 BMO ETF Fixed Income Strategy Report – Q2 2022 Related ETFs: ·       BMO Short-Term US TIPS Index ETF (Hedged Units) (Ticker: ZTIP.F) ·       BMO Laddered Preferred Share Index ETF (Ticker: ZPR) ·       BMO MSCI USA High Quality Index ETF (Ticker: ZUQ) ·       BMO S&P 500 Index ETF (Ticker: ZSP) ·       BMO MSCI USA Value Index ETF (Ticker: ZVU) ·       BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO) ·       BMO Equal Weight REITs Index ETF (Ticker: ZRE) ·       BMO Equal Weight Banks Index ETF (Ticker: ZEB) ·       BMO Equal Weight US Banks Index ETF (Ticker: ZBK) ·       BMO Aggregate Bond Index ETF (Ticker: ZAG) ·       BMO Mid-Term US IG Corporate Bond Hedged to CAD Index ETF (Ticker: ZMU)   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®, S&P/TSX Capped Composite®, S&P 500® are 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 S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s). 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. ®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

This week, the U.S. annual inflation rate reached 8.5%, its highest level in over 40 years. What impact will that have on the bond market? In today’s episode, Mark Raes, Chris McHaney, and Matt Montemurro discuss that question as well as the Nasdaq-100, Russian equities, preferred shares, and gold. 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 Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on April 13, 2022.   ETFs mentioned in the podcast: BMO Long-Term US Treasury Bond Index ETF (Ticker: ZTL) BMO Long Federal Bond Index ETF (Ticker: ZFL) BMO Aggregate Bond Index ETF (Ticker: ZAG) BMO Discount Bond Index ETF (Ticker: ZDB) BMO Short Corporate Bond Index ETF (Ticker: ZCS) BMO High Quality Corporate Bond Index ETF (Ticker: ZQB) BMO Short-Term Discount Bond ETF (Ticker: ZSDB) BMO Corporate Discount Bond ETF (Ticker: ZCDB) BMO NASDAQ 100 Equity Hedged to CAD Index ETF (Ticker: ZQQ) BMO NASDAQ 100 Equity Index ETF (Ticker: ZNQ) BMO MSCI Emerging Markets Index ETF (Ticker: ZEM) BMO Laddered Preferred Share Index ETF (Ticker: ZPR) BMO Equal Weight Global Gold Index ETF (Ticker: ZGD) 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. NASDAQ®, and NASDAQ-100 Index® or NASDAQ-100 Index® Hedged to CAD, are registered trademarks of Nasdaq, Inc. (which with its affiliates is referred to as the “Corporations”) and are licensed for use by the Manager. The ETF(s) have not been passed on by the Corporations as to their legality or suitability. The ETF(s) are not issued, endorsed, sold, or promoted by the Corporations. The Corporations make no warranties and bear no liability with respect to the ETF(s).   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.

As the Russia-Ukraine conflict continues to dominate headlines, ESG investing has also been in the spotlight. In today’s episodes, Mark Raes, Chris Heakes, and Alfred Lee discuss that topic as well as interest rates, long-term bonds, covered call and income strategies, and oil. Read the episode summary.   Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Alfred Lee, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on April 6, 2022.   ETFs mentioned in the podcast: BMO MSCI Global ESG Leaders Index ETF (Ticker: ESGG) BMO Long Federal Bond Index ETF (Ticker: ZFL) BMO Long-Term US Treasury Bond Index ETF (Ticker: ZTL) BMO Canadian Bank Income Index ETF (Ticker: ZBI) BMO Canadian High Dividend Covered Call ETF (Ticker: ZWC) BMO Premium Yield ETF (Ticker: ZPAY) BMO S&P 500 Hedged to CAD Index ETF (Ticker: ZUE) BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO) 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.   S&P®, S&P/TSX Capped Composite®, S&P 500® are 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 S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s).   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.

Earlier this week, markets rallied on news of potential de-escalation in the Russia-Ukraine crisis, but uncertainty around the conflict – as well as inflation and interest rates – continues. In today’s episode, Kevin Prins, Alfred Lee, and Chris McHaney compare U.S. and European equities and discuss discount bonds, the recent decline in trading volume, oil prices, and the implications of yield curve inversions. Read the episode summary. Kevin Prins is the Managing Director, Head of ETF & Managed Accounts Distribution at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on March 30, 2022. Watch the BMO Brookfield videos Register for the BMO Brookfield Interactive Q&A (April 4, 2 pm ET) ETFs mentioned in the podcast: BMO MSCI Europe High Quality Hedged to CAD Index ETF (Ticker: ZEQ) BMO Aggregate Bond Index ETF (Ticker: ZAG) BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO) 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 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. 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.

This week, the federal Liberals and NDP announced a confidence-and-supply agreement that will likely keep Justin Trudeau in the Prime Minister’s Office until 2025. In today’s episode, Mark Raes, Chris McHaney, and Chris Heakes discuss implications for Canadian banks, as well as fixed income yields, inflation expectations, emerging markets, and the U.S. healthcare sector. 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 Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on March 23, 2022. Watch the BMO Brookfield videos Register for the BMO Brookfield Interactive Q&A (April 4, 2 pm ET) ETFs mentioned in the podcast: BMO Equal Weight Banks Index ETF (Ticker: ZEB) BMO Equal Weight Banks Index ETF (Ticker: ZEB) BMO Canadian Bank Income Index ETF (Ticker: ZBI) BMO Short-Term US TIPS Index ETF (Ticker: ZTIP) BMO MSCI Emerging Markets Index ETF (Ticker: ZEM) BMO All-Equity ETF (Ticker: ZEQT) BMO Balanced ETF (Ticker: ZBAL) BMO Growth ETF (Ticker: ZGRO) BMO MSCI India ESG Leaders Index ETF (Ticker: ZID) BMO MSCI China ESG Leaders Index ETF (Ticker: ZCH) BMO Equal Weight US Health Care Index ETF (Ticker: ZHU) BMO Equal Weight US Health Care Hedged to CAD Index ETF (Ticker: ZUH)   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 (if applicable) all may be associated with investments in BMO ETFs and ETF Series of the BMO Mutual Funds. Please read the ETF facts or prospectus of the relevant BMO ETF or ETF Series before investing. BMO ETFs and ETF Series 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 or ETF Series of the BMO Mutual Funds, please see the specific risks set out in the prospectus. BMO ETFs and ETF Series 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. ETF Series of the BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund 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.

The new BMO Canadian Bank Income Index ETF (Ticker: ZBI) is an innovation in fixed income, but how does it fit into a portfolio? In this episode, Alfred Lee and Rob Butler dive deep into the benefits of fixed income ETFs, the process behind creating ZBI and the objectives in crafting its investment exposure, the three components that make up ZBI, and expectations for the future. Read the sales aid.   Alfred Lee is a Portfolio Manager and Investment Strategist at BMO Global Asset Management. He is joined on the podcast by Rob Butler, Director, BMO ETFs at BMO Global Asset Management.   Related ETFs: ·       BMO Canadian Bank Income Index ETF (Ticker: ZBI) ·       BMO Laddered Preferred Share Index ETF (Ticker: ZPR) ·       BMO Short Corporate Bond Index ETF (Ticker: ZCS)   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.   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.   ®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

This week, the S&P 500 experienced a “death cross.” It’s an ominous term, but what does it really mean for equity markets and investors? In today’s episode, Mark Raes, Alfred Lee, and Chris McHaney discuss that topic as well as fixed income volatility, dividend-oriented Canadian companies, covered call strategies, and gold. Read the episode summary. Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on March 16, 2022. ETFs mentioned in the podcast: BMO Short Corporate Bond Index ETF (Ticker: ZCS) BMO Canadian Bank Income Index ETF (Ticker: ZBI) BMO Canadian Dividend ETF (Ticker: ZDV) BMO Low Volatility US Equity ETF (Ticker: ZLU) BMO Low Volatility US Equity Hedged to CAD ETF (Ticker: ZLH) BMO Covered Call Canadian Banks ETF (Ticker: ZWB) BMO Covered Call US Banks ETF (Ticker: ZWK) BMO Covered Call Technology ETF (Ticker: ZWT) BMO Equal Weight Global Gold Index ETF (Ticker: ZGD)   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. Commissions, management fees and expenses (if applicable) all may be associated with investments in BMO ETFs and ETF Series of the BMO Mutual Funds. Please read the ETF facts or prospectus of the relevant BMO ETF or ETF Series before investing. BMO ETFs and ETF Series 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 or ETF Series of the BMO Mutual Funds, please see the specific risks set out in the prospectus. BMO ETFs and ETF Series 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. ETF Series of the BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund 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.

Equities continue to dominate Canadian ETF flows. Hear about this trend and more in today’s episode, as Erika Toth, David Cheng, and your host, Mckenzie Box, dive into the themes shaping markets this spring, including redemptions of HISA ETFs, rate cut expectations, the bounce back of balanced portfolios, and a retirement wave. McKenzie Box is Vice President of Product Management and Strategy at BMO Global Asset Management (BMO GAM). She is joined on the podcast by Erika Toth, a Director of Institutional and Advisory for Eastern Canada at BMO GAM, and David Cheng, an ETF and Quantitative Analyst at BMO Capital Markets. The episode was recorded live on Wednesday, May 8, 2024. Report: ETFs – Industry and Flows Update (April 2024) ETFs mentioned in the podcast: BMO Ultra Short-Term Bond ETF (Ticker: ZST) BMO Equal Weight Utilities Index ETF (Ticker: ZUT) BMO Covered Call Utilities ETF (Ticker: ZWU) BMO Canadian Dividend ETF (Ticker: ZDV) BMO Low Volatility Canadian Equity ETF (Ticker: ZLB) ZST, total returns as at 2024/04/30: 1yr: 5.45%, 3yr: 2.78%, 5yr: 2.32%, 10yr: 1.93%, SI: 1.99% 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). Alpha: A statistical measure of the value a fund manager adds to the performance of the fund managed. If alpha is positive, the manager has added value to the portfolio. If the alpha is negative, the manager has underperformed the market. Beta: A measure of the volatility, or systematic risk, of a security or a portfolio in comparison to the market as a whole. 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. 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. 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. ®/™Registered trademarks/trademark of Bank of Montreal, used under licence. View Legal Disclosures

Like it or not, we are living in interesting times… with market volatility, inflation concerns, and geopolitical instability on the minds of every investor. In today’s episode, Mark Raes, Chris McHaney, and Chris Heakes discuss low-volatility strategies, the energy and IT sectors, the impact of interest rate hikes on fixed income, and currency expectations, as well the new collaboration between BMO and Brookfield. 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 Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on March 9, 2022. ETFs mentioned in the podcast: BMO Low Volatility Canadian Equity ETF (Ticker: ZLB) BMO Brookfield Global Renewables Infrastructure Fund ETF Series (Ticker: GRNI) BMO Brookfield Global Real Estate Tech Fund ETF Series (Ticker: TOWR) BMO Global Infrastructure Index ETF (Ticker: ZGI) BMO Premium Yield ETF (Ticker: ZPAY)   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. S&P®, S&P/TSX Capped Composite®, S&P 500® are 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 S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s). 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 (if applicable) all may be associated with investments in BMO ETFs and ETF Series of the BMO Mutual Funds. Please read the ETF facts or prospectus of the relevant BMO ETF or ETF Series before investing. BMO ETFs and ETF Series 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 or ETF Series of the BMO Mutual Funds, please see the specific risks set out in the prospectus. BMO ETFs and ETF Series 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. ETF Series of the BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund 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.

In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dive into first quarter results from Canada’s “Big Six,” discussing major performance drivers such as the Omicron variant, geopolitical conflict, and interest rates. Our experts also offer multiple ways to gain exposure, focusing on the BMO Equal Weight Banks Index ETF (ZEB) and BMO Covered Call Canadian Banks ETF (ZWB). Daniel Stanley is an ETF Specialist at BMO Global Asset Management. He is joined on the podcast by Chris Heakes, Portfolio Manager and ETF Specialist, BMO Global Asset Management and Sohrab Movahedi, Managing Director, Financials Research, BMO Capital Markets. This episode was recorded March 7, 2022.   ETFs mentioned in the podcast: ·       BMO Equal Weight Banks Index ETF (Ticker: ZEB) ·       BMO S&P/TSX Capped Composite Index ETF (Ticker: ZCN) ·       BMO Covered Call Canadian Banks ETF (Ticker: ZWB) ·       BMO Discount Bond Index ETF (Ticker: ZDB) ·       BMO Canadian Dividend ETF (Ticker: ZDV) ·       BMO Equal Weight US Banks Hedged to CAD Index ETF (Ticker: ZUB) ·       BMO Equal Weight US Banks Index ETF (Ticker: ZBK) ·       BMO Covered Call US Banks ETF (Ticker: ZWK)   Disclosure:   The viewpoints expressed by the Portfolio Managers 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®, S&P/TSX Capped Composite®, S&P 500® are 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 S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s).   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. 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. 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.   ®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.

As the conflict in Ukraine continues, Western countries have rolled out sanctions targeting the Russian economy and financial system, resulting in a freeze in the trading of Russian securities. In today’s episode, Mark Raes, Alfred Lee, and Chris Heakes discuss the impact of these developments on emerging market ETFs. They also examine shifting expectations regarding central banks’ actions for the rest of 2022, price movement in the energy sector, Canadian bank earnings, and the benefits of asset allocation ETFs. Read the episode summary   Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on March 2, 2022.   ETFs mentioned in the podcast: ·        BMO MSCI Emerging Markets Index ETF (Ticker: ZEM) ·        BMO Aggregate Bond Index ETF (Ticker: ZAG) ·        BMO Short-Term US TIPS Index ETF (Hedged Units) (Ticker: ZTIP.F) ·        BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO) ·        BMO Equal Weight Banks Index ETF (Ticker: ZEB) ·        BMO Balanced ETF (Ticker: ZBAL) ·        BMO MSCI Emerging Markets Index ETF (Ticker: ZEM) ·        BMO All-Equity ETF (Ticker: ZEQT) ·        BMO Balanced ESG ETF (Ticker: ZESG)   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.

This episode was recorded on the morning of Wednesday, February 23. As tensions in Russia and Ukraine persist and evolve, investors are concerned about potential knock-on effects. In today’s episode, Mark Raes, Chris McHaney, and Chris Heakes discuss how markets have reacted to historical geopolitical conflicts, examine the consequences of sanctions against Russian debt, look at the oil and gas market, and dive deep into the effects of interest rate hikes on aggregate bonds and equity factor rotation.   Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris McHaney and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on February 23, 2022.   ETFs mentioned in the podcast: ·       BMO MSCI Emerging Markets Index ETF (Ticker: ZEM) ·       BMO Emerging Markets Bond Hedged to CAD Index ETF (Ticker: ZEF) ·       BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO) ·       BMO Aggregate Bond Index ETF (Ticker: ZAG) ·       BMO Long Federal Bond Index ETF (Ticker: ZFL) ·       BMO Long Corporate Bond Index ETF (Ticker: ZLC) ·       BMO Short Federal Bond Index ETF (Ticker: ZFS) ·       BMO Short Corporate Bond Index ETF (Ticker: ZCS) ·       BMO Mid Federal Bond Index ETF (Ticker: ZFM) ·       BMO Mid Corporate Bond Index ETF (Ticker: ZCM) ·       BMO Canadian Dividend ETF (Ticker: ZDV) ·       BMO US Dividend ETF (Ticker: ZDY) ·       BMO International Dividend Hedged to CAD ETF (Ticker: ZDH)   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.

Tensions in Ukraine are dominating the news, and investors are wondering how they can best navigate this premonitory situation. In today's episode, Mark Raes, Alfred Lee, and Chris McHaney discuss the possible ramifications for natural gas markets and the European economy. They also look at fixed income positioning, strength in the materials sector, provincial reopening plans, and what matters most to Advisors as we enter tax season. Read the episode summary.   Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Alfred Lee and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on February 16, 2022.   ETFs mentioned in the podcast: ·        BMO Low Volatility US Equity ETF (Ticker: ZLU) ·        BMO US Dividend ETF (Ticker: ZDY) ·        BMO Canadian Bank Income Index ETF (Ticker: ZBI) ·        BMO Equal Weight Global Base Metals Hedged to CAD Index ETF (Ticker: ZMT) ·        BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO) ·        BMO Equal Weight Industrials Index ETF (Ticker: ZIN) ·        BMO Discount Bond Index ETF (Ticker: ZDB) ·        BMO Aggregate Bond Index ETF (Ticker: ZAG) ·        BMO Corporate Discount Bond ETF (Ticker: ZCDB) ·        BMO Short-Term Discount Bond ETF (Ticker: ZSDB) ·        BMO Balanced ETF (T6 Series) (Ticker: ZBAL.T) ·        BMO Balanced ETF (Ticker: ZBAL)   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.   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.

Recent market volatility calmed somewhat this week, but interest rate hikes are still on the horizon. In today's episode, Mark Raes, Matt Montemurro, and Chris Heakes discuss their expectations for the Bank of Canada’s meetings for the rest of 2022. They also look at emerging markets, fixed income performance, and Japan’s unique appeal to asset allocators Read the episode summary.   Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Matt Montemurro and Chris Heakes, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on February 9, 2022.   ETFs mentioned in the podcast: ·        BMO S&P 500 Index ETF (Ticker: ZSP) ·        BMO US Dividend ETF (Ticker: ZDY) ·        BMO US High Dividend Covered Call ETF (Ticker: ZWH) ·        BMO MSCI Emerging Markets Index ETF (Ticker: ZEM) ·        BMO Aggregate Bond Index ETF (Ticker: ZAG) ·        BMO BBB Corporate Bond Index ETF (Ticker: ZBBB) ·        BMO Floating Rate High Yield ETF (Ticker: ZFH) ·        BMO Canadian Bank Income Index ETF (Ticker: ZBI) ·        BMO Japan Index ETF (Ticker: ZJPN) ·        BMO Japan Index ETF (Hedged Units) (Ticker: ZJPN.F) ·        BMO Short-Term US TIPS Index ETF (Ticker: ZTIP)   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.   S&P®, S&P/TSX Capped Composite®, S&P 500® are 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   S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s).   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.

2021 was a strong year for markets and a record year for ETFs. But what’s the outlook for 2022? In this episode, Danielle Neziol and Mark Raes discuss hot topics including responsible investing, inflation, and the recent rotation towards the banking and energy sectors. Listen as our experts examine BMO ETFs that offer investors a chance to access—or hedge against—these big trends. Danielle Neziol is a Product Specialist at BMO Global Asset Management. She is joined on the podcast by Mark Raes, Head of Product ETFs and Mutual Funds, BMO Global Asset Management. Read the summary.   Related ETFs: ·      BMO MSCI USA ESG Leaders Index ETF (Ticker: ESGY) ·      BMO Short-Term US TIPS Index ETF (Ticker: ZTIP) ·      BMO Discount Bond Index ETF (Ticker: ZDB) ·      BMO MSCI USA High Quality Index ETF (Ticker: ZUQ) ·      BMO MSCI All Country World High Quality Index ETF (Ticker: ZGQ) ·      BMO Equal Weight Banks Index ETF (Ticker: ZEB) ·      BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO)   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.   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.

Recent equity market volatility continued this week, as did uncertainty around looming interest rate hikes. In today's episode, Mark Raes, Chris McHaney, and Alfred Lee discuss sectors to consider in this turbulent environment. They also look at the recent performance of low-volatility ETFs, provide insight into responsible investing, and explore the benefits of tax-efficient bonds. 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 February 2, 2022.   ETFs mentioned in the podcast: ·       BMO Equal Weight Banks Index ETF (Ticker: ZEB) ·       BMO Covered Call Canadian Banks ETF (US Dollar Units) (Ticker: ZWB.U) ·       BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO) ·       BMO Covered Call Technology ETF (Ticker: ZWT) ·       BMO Low Volatility US Equity ETF (Ticker: ZLU) ·       BMO MSCI ACWI Paris Aligned Climate Equity Index ETF (Ticker: ZGRN) ·       BMO Discount Bond Index ETF (Ticker: ZDB) ·       BMO Corporate Discount Bond ETF (Ticker: ZCDB) ·       BMO MSCI Innovation Index ETF (Ticker: ZINN)   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.

Markets have taken investors on a wild ride this week, with volatility increasing in anticipation of the Bank of Canada and the Fed meeting on the same day – the first meeting for each Central Bank in 2022.   In today’s episode, Kevin Prins, Chris Heakes, and Alfred Lee discuss ideas to smooth out the ride for investors as markets react to interest rate news. Our experts also discuss the rising tensions between Ukraine and Russia and the resulting impact on oil and gas. 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 Heskes and Alfred Lee, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on January 26, 2022.   ETFs mentioned in the podcast: ·       BMO Aggregate Bond Index ETF (Ticker: ZAG) ·       BMO Equal Weight Banks Index ETF (Ticker: ZEB) ·       BMO Laddered Preferred Share Index ETF (Ticker: ZPR) ·       BMO US Preferred Share Hedged to CAD Index ETF (Ticker: ZHP) ·       BMO Floating Rate High Yield ETF (Ticker: ZFH) ·       BMO Covered Call Canadian Banks ETF (Ticker: ZWB) ·       BMO Covered Call US Banks ETF (Ticker: ZWK) ·       BMO Global Infrastructure Index ETF (Ticker: ZGI) ·       BMO S&P 500 Index ETF (Ticker: ZSP) ·       BMO Ultra Short-Term US Bond ETF (US Dollar Accumulating Units) (Ticker: ZUS.V) ·       BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO)   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.   S&P®, S&P/TSX Capped Composite®, S&P 500® are 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   S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s).   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.

The first few weeks of 2022 have brought heightened market instability with the rapid increase in interest rates and equity market volatility. In today's episode, Mark Raes, Chris McHaney, and Matt Montemurro discuss a resetting of interest rate expectations and the resulting market sell-off. Our experts provide fixed income strategies to manage the current environment and discuss the strong performance of Canada’s energy sector. 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 Matt Montemurro, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on January 19, 2022.   ETFs mentioned in the podcast: ·       BMO S&P/TSX Capped Composite Index ETF (Ticker: ZCN) ·       BMO BBB Corporate Bond Index ETF (Ticker: ZBBB) ·       BMO Corporate Bond Index ETF (Ticker: ZCB) ·       BMO Short-Term US TIPS Index ETF (Hedged Units) (Ticker: ZTIP.F) ·       BMO Equal Weight Oil & Gas Index ETF (Ticker: ZEO) ·       BMO MSCI USA High Quality Index ETF (Ticker: ZUQ) ·       BMO US Dividend ETF (Ticker: ZDY) ·       BMO MSCI Europe High Quality Hedged to CAD Index ETF (Ticker: ZEQ) ·       BMO MSCI All Country World High Quality Index ETF (Ticker: ZGQ)   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. S&P®, S&P/TSX Capped Composite®, S&P 500® are 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 S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s). 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.

The U.S. Federal Reserve made a big announcement—and it’s not about interest rates. In today’s episode, Portfolio Managers Matt Montemurro, Chris McHaney, and your host, Erika Toth, explore changes to the Fed’s Quantitative Tightening, or QT, program. They also discuss results from the earnings season so far, Canadian GDP numbers, and Japan. Erika Toth is a Director of Institutional and Advisory for Eastern Canada at BMO Global Asset Management. She is joined on the podcast by Matt Montemurro and Chris McHaney, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on Wednesday, May 1, 2024. ETFs mentioned in the podcast: BMO Low Volatility US Equity ETF (Ticker: ZLU) BMO MSCI USA High Quality Index ETF (Ticker: ZUQ) BMO Japan Index ETF (Ticker: ZJPN) *The Federal Open Market Committee (FOMC) consists of 12 members and holds eight scheduled meetings per year to review economic and financial conditions. 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. 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. 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 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. ®/™Registered trademarks/trademark of Bank of Montreal, used under licence.

As investors begin to put omicron fears in the rear-view mirror, another market challenge looms – rising inflation. In today’s episode, Mark Raes, Chris Heakes, and Alfred Lee discuss inflation risks and outline strategies to hedge against them. They also provide insight into the strong performance of BMO’s core ETFs in 2021, discuss which ETFs surprised them last year, and highlight the stability of Canadian banks going into 2022. Read the episode summary.   Mark Raes is the Head of Product at BMO Global Asset Management. He is joined on the podcast by Chris Heakes and Alfred Lee, Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on January 12, 2022.   ETFs mentioned in the podcast: ·       BMO S&P 500 Index ETF (Ticker: ZSP) ·       BMO MSCI China ESG Leaders Index ETF (Ticker: ZCH) ·       BMO Equal Weight Banks Index ETF (Ticker: ZEB) ·       BMO Global Infrastructure Index ETF (Ticker: ZGI) ·       BMO Low Volatility Canadian Equity ETF (Ticker: ZLB) ·       BMO Canadian Dividend ETF (Ticker: ZDV) ·       BMO Canadian High Dividend Covered Call ETF (Ticker: ZWC) ·       BMO Equal Weight REITs Index ETF (Ticker: ZRE)   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.   S&P®, S&P/TSX Capped Composite®, S&P 500® are 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   S&P Dow Jones Indices LLC, S&P, TSX and their affiliates make no representation regarding the advisability of trading or investing in such BMO ETF(s). 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.

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.

In this special episode, Sohrab Movahedi, Chris Heakes and Daniel Stanley dig deeper into fourth quarter results from Canada’s “Big Six,” taking stock of the past year and putting a spotlight on major performance drivers – such as inflation, interest rates and the pandemic. Our experts also offer multiple ways to gain exposure, focusing on the BMO Equal Weight Banks Index ETF (ZEB) and BMO Covered Call Canadian Banks ETF (ZWB). Daniel Stanley is an ETF Specialist at BMO Global Asset Management. He is joined on the podcast by Chris Heakes, Portfolio Manager and ETF Specialist, BMO Global Asset Management and Sohrab Movahedi, Managing Director, Financials Research, BMO Capital Markets. This episode was recorded December 7, 2021. ETFs mentioned in the podcast: BMO Equal Weight Banks Index ETF (Ticker: ZEB) BMO Covered Call Canadian Banks ETF (Ticker: ZWB)   Disclosures: To view BMO Capital Markets Equity Research Disclosures, please visit http://researchglobal0.bmocapitalmarkets.com/public-disclosure. The viewpoints expressed by the Portfolio Managers 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. 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. 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. 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. ®/™Registered trade-marks/trade-mark of Bank of Montreal, used under licence.