E87 – Moonshot ETFs for Clean Energy & Autonomous Tech

BMO ETFs: Views from the Desk

As the summer wears on, both equity and fixed income markets have been heating up with volatility. Investors looking to cool off can turn to the longer-term trends that extend beyond the next 12 to 18 months – including Clean Energy, Autonomous Tech, Space Tourism and ESG bonds. In this episode, Danielle Neziol, Matt Montemurro and Chris Heakes explore the potential upside of these Megatrends, and how they can be accessed through BMO’s Innovation ETF suite. Our experts also delve into recent trends concerning the Canadian housing market, and outline what, if any, impact investors can expect to see in the Mortgage-Backed Securities market.

Read the episode summary.

Danielle Neziol is a Product Manager at BMO Global Asset Management. She is joined on the podcast by Chris Heakes and Matt Montemurro, both Portfolio Managers and ETF Specialists at BMO Global Asset Management. The episode was recorded live on July 28, 2021.

ETFs mentioned in the podcast:

• BMO Clean Energy Index ETF (Ticker: ZCLN)
• BMO ESG Corporate Bond Index ETF (Ticker: ESGB)
• BMO ESG US Corporate Bond Hedged to CAD Index ETF (Ticker: ESGF)
• BMO ESG High Yield US Corporate Bond Index ETF (Ticker: ESGH)
• BMO MSCI Tech & Industrial Innovation Index ETF (Ticker: ZAUT)
• BMO Canadian MBS Index ETF (Ticker: ZMBS)

Resources mentioned in the podcast:

• Megatrend and Thematic 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.

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 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.