- Annual Fall Into ETF Investing series features
commentary and educational insights from some
of Canada's top do-it-yourself (DIY) personal finance
specialists and ETF professionals
TORONTO, Oct. 18,
2024 /CNW/ - BMO ETF Market Insights presents Fall
Into ETF Investing, an annual series developed for Canadian DIY
investors which features educational tips and insights to empower
individual investors and help them make progress towards their
investment goals.
For over three years, BMO ETFs' YouTube channel ETF Market
Insights has shared investing education and insights from a
diverse group of industry players and market participants. Previous
episodes have addressed a wide range of topics, including how to
build resilient portfolios, active versus passive investing, new
ETF tools, and many others, recognizing that many DIY investors are
turning to digital channels to become better informed
investors.
Fall Into ETF Investing is a four-week series built
to provide insight and information that individual investors can
use to navigate their investment journey; featuring
thought-provoking discussions on topics such as:
- The US election
- Falling interest rates
- The rise of covered call ETFs among retirees
- Alternative investments
Stream it live on BMO ETFs' YouTube channel or sign up for
the newletter to get the information sent to your inbox.
Program Lineup: Fall Into ETF Investing
Friday, October 18,
2024 | 1:00PM ET
Episode One: The Run up to the US Election – ETF
Strategies
In this episode we are joined by finance influencer,
Adrian Bar, CEO and Co-founder,
Canadian In A T Shirt and Bipan Rai Managing Director, Portfolio
Strategy, BMO Global Asset Management, to
discuss November's U.S. Presidential Election and what it
could mean for investment portfolios. Election years come with
their fair share of market volatility as investors digest news of
future policy changes. This episode looks at opportunities and
risks within sectors and areas of the market.
Friday, October 25, 2024 |
1:00PM ET
Episode Two: Gain from Falling Rates – Positioning Equities,
Sectors and Fixed Income
Special guest host Kornel Szrejber, from the Build
Wealth Canada Podcast joins Markus
Otema, CIBC Capital Markets, and Matt Montemurro, Head, Fixed Income and Equity
Index ETFs, BMO Global Asset Management to
discuss opportunities and challenges for investors seeking to
maximize returns in a falling interest rate environment. This panel
explores how falling rates affect different asset
classes, including various equity sectors and fixed income,
while providing insights into positioning strategies that may
capitalize on a declining interest rate environment.
Friday, November 1,
2024 | 1:00PM ET
Episode Three: Cashflow & Growth – The
Key to Retirement
Special guest host Pat
Bolland, former Business News anchor and host of The Just
Word Podcast and Kevin Prins, Head
of Distribution, ETFs and Digital Distribution, BMO Global Asset
Management discuss how covered call strategies allow investors
to enhance the level of cash flow in their portfolio, making
them an effective solution for retirees. They look at the different
trade-offs that investors should know and the different
approaches to covered call writing.
Friday, November 8,
2024 | 1:00PM ET
Episode Four: Beyond The Stock Market: Alternative Assets
Explained
In a world where traditional stock market investments may not
always offer the diversification or returns investors seek,
alternative assets have become increasingly attractive.
Erin Allen, VP, Online ETF
Distribution with BMO Global Asset
Management hosts Andres Rincon, TD Securities and Jimmy Xu, Managing Director, Head of Liquid
Alts, BMO Global Asset Management to dive into the
evolving landscape of alternative investments. They will discuss
how innovation in this space is shaping the ETF and broader
investment industry, providing new and exciting opportunities for
investors looking to go beyond conventional investments.
About BMO Global Asset Management
BMO Global Asset
Management is a brand name under which BMO Asset Management Inc.
and BMO Investments Inc. operate. Certain of the products and
services offered under the brand name, BMO Global Asset Management,
are designed specifically for various categories of investors in
Canada and may not be available to
all investors.
About BMO Financial Group
BMO Financial Group is
the eighth largest bank in North America by assets, with total
assets of $1.4 trillion as of July 31, 2024. Serving customers for
200 years and counting, BMO is a diverse team of highly engaged
employees providing a broad range of personal and commercial
banking, wealth management, global markets and investment banking
products and services to 13 million customers
across Canada, the United States, and in select markets
globally. Driven by a single purpose, to Boldly Grow the Good in
business and life, BMO is committed to driving positive change
in the world, and making progress for a thriving economy,
sustainable future, and inclusive society.
Disclaimers
Commissions, management fees and expenses all may be associated
with investments in exchange traded funds. Please read the ETF
Facts or prospectus of the BMO ETFs 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 BMO ETF's
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.
Any statement that necessarily depends on future events may be a
forward-looking statement. Forward-looking statements are not
guarantees of performance. They involve risks, uncertainties and
assumptions. Although such statements are based on assumptions that
are believed to be reasonable, there can be no assurance that
actual results will not differ materially from expectations.
Investors are cautioned not to rely unduly on any forward-looking
statements. In connection with any forward-looking statements,
investors should carefully consider the areas of risk described in
the most recent prospectus.
"BMO (M-bar roundel symbol)" is a registered trademark of Bank
of Montreal, used under
licence.
SOURCE BMO Financial Group