E31 - Rebalancing Bonds, Mega-Caps & CAD/USD

The mood of the market is generally stable, but with Fall upon us, the return of volatility may be closer than previously imagined. From tighter spreads in corporate credit, to changes in the Federal Reserve’s policy mandate, the fixed income market is particularly vulnerable to a rise in uncertainty. To that end, Mark Raes, Chris McHaney and Matt Montemurro dig deeper into strategies that support the fixed income side of the portfolio. Our experts also look at holding emerging markets debt, which offers both yield enhancement and low correlation to traditional bonds and equities. 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, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on September 02, 2020. ETFs mentioned in the podcast: ·      BMO Mid Federal Bond Index ETF (Ticker: ZFM) ·      BMO Mid Provincial Bond Index ETF (Ticker: ZMP) ·      BMO Government Bond Index ETF (Ticker: ZGB) ·      BMO Emerging Markets Bond Hedged to CAD Index ETF (Ticker: ZEF) ·      BMO Dow Jones Industrial Average Hedged to CAD Index ETF (Ticker: ZDJ) 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.