E59 – Maximizing Tech Opportunities & Bond Yields

What this episode covers

Both equity and bond markets have taken interesting turns in the past week, from the fluctuations in tech stocks to the rise in 10-year Treasury yields. In this episode, Alfred Lee, Chris Heakes and Mark Raes explain how Advisors can help clients to stay on course with strategies that are designed to withstand short-term corrections, and benefit from a reopening trade.  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 Heakes, two Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on February 24, 2021.  ETFs mentioned in the podcast: BMO MSCI Fintech Innovation Index ETF (Ticker: ZFIN) BMO MSCI USA High Quality Index ETF (Ticker: ZUQ) BMO BBB Corporate Bond Index ETF (Ticker: ZBBB) BMO Emerging Markets Bond Hedged to CAD Index ETF (Ticker: ZEF) BMO Equal Weight Banks Index ETF (Ticker: ZEB) BMO Covered Call Canadian Banks ETF (Ticker: ZWB)   Resources mentioned in the podcast: Deep Dive podcast: Betting on Megatrends with Innovation ETFs   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. 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. 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.

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