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E271 – Mid-Year Insights: ETF Industry Flows

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Manage episode 488304867 series 2769149
Content provided by BMO Exchange Traded Funds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BMO Exchange Traded Funds or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Will 2025 be another record year for the ETF industry? In this episode, Bipan Rai, Matt Montemurro, and host, Erika Toth, look at the latest trends and flows in Canada.

Erika Toth is a Director of Institutional & Advisory, Eastern Canada, at BMO Global Asset Management (BMO GAM). She is joined by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds, BMO GAM, and Matt Montemurro, Head of Fixed Income & Equity Index ETFs, Exchange Traded Funds. Recorded live on June 10, 2025.

Funds:

EAFE: Europe, Australasia, and the Far East.

National Bank Financial Report, May 2025.

HISA ETFs: High Interest Savings Accounts investment ETFs

ZLI, total returns as of 2025/05/31: 1 yr: 22.89%, 3yr: 12.42%, 5 yr 7.70%, SI: 6.61%

Disclaimers:

This podcast presentation is for informational purposes only. No part of this presentation may be reproduced, stored in a retrieval system or transmitted, in any form or by any means, electronic, mechanical, recording or otherwise, without the written permission of BMO Investments Inc. or BMO Asset Management Inc. (collectively, BMO GAM).

The viewpoints expressed by the speakers represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Particular investments and trading strategies 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. 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 simplified prospectus.

Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or simplified prospectus of the BMO ETFs before investing. The indicated ratesof return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. 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 simplified 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 (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.

  continue reading

295 episodes

Artwork
iconShare
 
Manage episode 488304867 series 2769149
Content provided by BMO Exchange Traded Funds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BMO Exchange Traded Funds or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Will 2025 be another record year for the ETF industry? In this episode, Bipan Rai, Matt Montemurro, and host, Erika Toth, look at the latest trends and flows in Canada.

Erika Toth is a Director of Institutional & Advisory, Eastern Canada, at BMO Global Asset Management (BMO GAM). She is joined by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds, BMO GAM, and Matt Montemurro, Head of Fixed Income & Equity Index ETFs, Exchange Traded Funds. Recorded live on June 10, 2025.

Funds:

EAFE: Europe, Australasia, and the Far East.

National Bank Financial Report, May 2025.

HISA ETFs: High Interest Savings Accounts investment ETFs

ZLI, total returns as of 2025/05/31: 1 yr: 22.89%, 3yr: 12.42%, 5 yr 7.70%, SI: 6.61%

Disclaimers:

This podcast presentation is for informational purposes only. No part of this presentation may be reproduced, stored in a retrieval system or transmitted, in any form or by any means, electronic, mechanical, recording or otherwise, without the written permission of BMO Investments Inc. or BMO Asset Management Inc. (collectively, BMO GAM).

The viewpoints expressed by the speakers represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Particular investments and trading strategies 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. 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 simplified prospectus.

Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or simplified prospectus of the BMO ETFs before investing. The indicated ratesof return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. 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 simplified 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 (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.

  continue reading

295 episodes

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