E23 - Why “Quality” Outperforms in Bear and Bull Markets

From drawdowns to market rallies, Quality ETFs have an impressive track record of delivering outperformance on both sides of volatility. Yet despite their proven history, many investors remain unfamiliar with the underlying investment process. To provide insight, Danielle Neziol, Product Specialist, speaks with Chris Heakes, ETF Specialist and Portfolio Manager, about the inner workings of BMO’s Quality ETF Suite. Together, they explore the strategy from all angles – including its risk-return profile, equity selection process and many uses within the portfolio.  ETFs mentioned in the podcast: BMO MSCI USA High Quality Index ETF (Ticker: ZUQ) BMO MSCI Europe High Quality Hedged to CAD Index ETF (Ticker: ZEQ) BMO MSCI All Country World High Quality Index ETF (Ticker: ZGQ) 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.