E118 – What Could the S&P 500 ‘Death Cross’ Mean for Your Clients?

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.