E36 - How to Election-Proof an Investment Portfolio

After the chaos of the first U.S. Presidential Debate, the only certainty is that uncertainty lies ahead. With this in mind, Mark Raes, Chris Heakes and Alfred Lee forecast multiple election outcomes, ranging from a Democratic sweep to a continuation of the status quo, providing tactical solutions to help position the portfolio in each scenario. Our experts also offer strategies to “get paid while you wait” for an official winner to be declared, which may extend weeks beyond the November 3 election day. Finally, our experts turn their gaze homeward, to analyze the implications of the Throne Speech on Canadian equity markets, and how investors can find additional yield to meet investment goals.  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 30, 2020. Read the episode summary. ETFs mentioned in the podcast: BMO Global Infrastructure Index ETF (Ticker: ZGI) BMO Global High Dividend Covered Call ETF (Ticker: ZWG) BMO Premium Yield ETF (Ticker: ZPAY) BMO High Yield US Corporate Bond Hedged to CAD Index ETF (Ticker: ZHY) BMO ESG US Corporate Bond Hedged to CAD Index ETF (Ticker: ESGF) BMO Covered Call Canadian Banks ETF (Ticker: ZWB) BMO S&P/TSX Capped Composite Index ETF (Ticker: ZCN) 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.