E145 – When Inflation Rears Its Head, Cash is King

Inflation continues to be the elephant in the room. In today’s episode, portfolio managers Chris McHaney, Matt Montemurro, and your host, Mark Raes, explore ways to stay invested. They also discuss the Energy Sector, currency markets, the dividend factor, and preferred shares. 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 September 28, 2022. ETFs mentioned in the podcast: BMO MSCI EAFE Index ETF (Ticker: ZEA) BMO S&P/TSX Capped Composite Index ETF (Ticker: ZCN) BMO S&P 500 Index ETF (Ticker: ZSP) BMO Aggregate Bond Index ETF (Ticker: ZAG) BMO Ultra Short-Term Bond ETF (Ticker: ZST) 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 Discount Bond Index ETF (Ticker: ZDB) BMO US Dividend ETF (Ticker: ZDY) BMO Laddered Preferred Share Index ETF (Ticker: ZPR) BMO Canadian Bank Income Index ETF (Ticker: ZBI) 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 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.