Fall Into ETF Investing

A Special Edition of ETF Market Insights

Presented by

Wondering how ETFs can fit into your portfolio?

Join us for our Fall into ETF Investing Event, a four-part YouTube series premiering on October 18, 2024, designed specifically for DIY investors!

Check out these exciting weekly events we curated specifically for you—the DIY investor. Our special guest speakers and insightful industry experts will provide the information and education you need to gain confidence and empower you to manage your portfolios. You won’t want to miss these weekly specials!

Watch Live & On-Demand!

Subscribe to our YouTube Channel and turn notifications “on” so you will be notified once the live broadcast starts.

SELECT A DATE TO VIEW THE EPISODE DETAILS

EPISODE ONE

The Run Up to the US Election – ETF Strategies

In this episode we unpack the potential results of November’s U.S. Presidential Election and what it may mean for your investment portfolio. Election years come with their fair share of market volatility as investors digest news of future policy changes. We look at opportunities within sectors and areas of the market that may face risks based on the potential outcome and how you can position your portfolio.

EPISODE TWO

Gain from Falling Rates – Positioning Equities, Sectors and Fixed Income

As interest rates decline, opportunities and challenges arrive for investors seeking to maximize returns. This panel will explore how falling rates impact different asset classes, particularly equities, sectors, and fixed income, while providing insights into positioning strategies that capitalize on a declining interest rate environment.

EPISODE THREE

Income & Growth – The Key to Retirement

Covered call strategies allow investors to enhance the level of cash flow in their portfolio making them an effective solution for retirees. However, there are very different approaches to covered call writing and different trade-offs that investors should be aware of. Come see how BMO approaches the traditional trade-off between growth and income, with our decade of experience giving you back more growth potential, while still maintaining a high level of stable cash flow to meet your lifestyle needs.

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. This panel interview will dive into the evolving landscape of alternative investments. We’ll 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.

WATCH REPLAYS
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WATCH REPLAYS
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This communication is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.

The viewpoints expressed by the individuals represents 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 provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice.  Past performance is no guarantee of future results.  This communication is intended for informational purposes only.

The portfolio holdings are subject to change without notice and only represent a small percentage of portfolio holdings. They are not recommendations to buy or sell any particular security.
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For a summary of the risks of an investment in the BMO ETFs or ETF Series of the BMO Mutual Funds, please see the specific risks set out in the prospectus. BMO ETFs and ETF Series 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.

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