Spring Into ETF Investing

A Special Edition of ETF Market Insights

Presented by

Wondering how ETFs can fit into your portfolio?

Join us for our Spring into ETF Investing Event, premiering May 24th & 31st.

Check out these two exciting two-part events, which we curated specifically for you—the DIY investor. Our special guest speakers and insightful industry experts will provide you with the information and education you need to confidently manage your own portfolios.

You won’t want to miss these specials!

Watch Live & On-Demand!

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Navigating the Stock Market in a US Election Year

Markets are impacted by a wide variety of factors including economic data, monetary policy, earnings and more.  In this session we dive into the historical relationship between elections and markets and its potential implications for your investment portfolio this year. How will the rematch of Biden vs. Trump play out for the markets and the economy? We will look at solutions to help you manage volatility, stay the course, and maintain discipline in your investment journey.


What Every Investor Should Know About Taxation of Fixed Income ETFs

Fixed income ETFs have long been an important staple in investor portfolios, offering the potential for steady income and relatively low volatility. Understanding how ETFs are taxed is an important part of your investment plan. In today’s session we explore the fixed income ETF market and current interest rate environment and learn how discount bonds can be an attractive fixed income solution for managing taxation in non-registered accounts.


Using ETFs as a replacement for Individual Stocks

Discover how ETFs can enhance your investment approach, providing a cost-effective way to achieve your financial goals. Our speakers discuss how ETFs can be an effective single-stock replacement tool, or in some cases an entire portfolio replacement tool. We will review the mechanics of how an ETF trades and discuss some tools you can leverage to find an appropriate replacement for stocks in your portfolio to improve diversification and potentially lower overall risk.


Top Sectors to Keep an Eye On in 2024

In this episode we hear from our industry professional panel on which sectors you should be watching for the remainder of 2024.  As tech and the magnificent seven continue to dominate in 2024 we will look at what has been driving this growth and provide our thoughts on whether we see this trend continuing.  We look at the current market environment exploring a number of sectors you should consider in a year where geopolitical risk is high, the interest rate environment is expected to shift, and we have elections around the world.

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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 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.

Commissions, management fees and expenses (if applicable) all may be associated with investments in BMO ETFs and ETF Series of the BMO Mutual Funds. Please read the ETF facts or prospectus of the relevant BMO ETF or ETF Series before investing. BMO ETFs and ETF Series 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 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.

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. ETF Series of the BMO Mutual Funds are managed by BMO Investments Inc., which is an investment fund manager and a separate legal entity from Bank of Montreal.

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