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BMO ETFs: Views from the Desk

BMO ETFs: Views from the Desk

Written by: BMO Exchange Traded Funds
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 In these timely episodes, we provide the latest investment news and expert commentary on the markets, the economy and investing.BMO Exchange Traded Funds Economics Personal Finance
Episodes
  • E302 – Unpacking BMO's New ETF Index Strategies

    E302 – Unpacking BMO's New ETF Index Strategies
    Feb 19 2026

    With the S&P 500 more concentrated than ever and international markets gaining momentum, how are investorsbuilding more resilient portfolios? In this episode, Roxanne Lapenna and Hilly Cutler join host Andrew Vachon to break down the latest ETF launches and what they could mean for income, diversification, and long-term returns.

    Andrew Vachon is Vice President of Product Marketing at BMO Global Asset Management (BMO GAM). He is joined on the podcast by Roxane Lapenna, Head of Retail Investment Specialists at BMO GAM and Hilly Cutler, Director, Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. This episode was recorded live on Wednesday, February 18, 2026.


    ETFs mentioned:

    · BMO MSCI Canada IMI High Dividend Yield Index ETF (Ticker: ZDIV)

    · BMO MSCI USA Equal Weight Index ETF (Ticker: ZEQL)

    · BMO MSCI EAFE Small-Mid Cap Index ETF (Ticker: ZESM)

    Sources:

    ETF Flows, according to the National Bank Report, December 2025

    Press Release - February 6, 2026 - BMO Launches New ETF Index Strategies

    Disclaimers:

    Please visit for full disclaimers

    This podcast is for information purposes. 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. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to anycircumstance.

    Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statementsare 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.

    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 orsecurities 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.

    You cannot invest directly in an index.

    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 ETFsbefore 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., an investment fund manager, a portfolio manager, and a separate legal entity from Bank of Montreal.

    BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate.

    “BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.
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    17 mins
  • E301 – ETF Strategies for a Longer Retirement

    E301 – ETF Strategies for a Longer Retirement
    Feb 12 2026
    What happens when an aging population reshapes an entire nation’s financial future? In this episode, Alain Desbiens joins host Michelle Allen to unpack how Canada’s demographic shift is transforming retirement planning, creating new challenges—and long‑term opportunities—for today’s investors.Michelle Allen is Senior Associate, Online Distribution at BMO Exchange Traded Funds and Alain Desbiens is Vice Chair of BMO Exchange Traded Funds. This episode was recorded live on Tuesday, February 10, 2026. ETFs mentioned:· BMO Asset Allocation ETFs· BMO Conservative ETF (ZCON)· BMO Balanced ETF (ZBAL)· BMO Growth ETF (ZGRO)· BMO All-Equity ETF (ZEQT)· BMO Covered Call Canadian Banks ETF (ZWB)· BMO Canadian High Dividend Covered Call ETF (ZWC)· BMO US High Dividend Covered Call ETF (ZWH)· BMO Covered Call Dow Jones Industrial Average Hedged to CAD ETF (ZWA)· BMO Europe High Dividend Covered Call Hedged to CAD ETF (ZWE)· BMO Global High Dividend Covered Call ETF (ZWG)· BMO Covered Call US Banks ETF (ZWK)· BMO Covered Call Utilities ETF (ZWU)· BMO Covered Call Health Care ETF (ZWHC)· BMO Covered Call Technology ETF (ZWT) · BMO Balanced ETF (Target Cash Flow Units) (ZBAL.T)· BMO Growth ETF (Target Cash Flow Units) (ZGRO.T) Sources:ETF Flows, according to the National Bank Report, December 2025Retirement Is Getting Longer. Your Portfolio Should Too.Stats CanadaPress Release - February 12, 2026 - BMO Expands ETF Lineup with New Target Cash Flow UnitsDisclaimers:Please visit for full disclaimersThis podcast is for information purposes. 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. 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. 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.The Dow Jones Industrial Average Index is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”), and has been licensed for use by the Manager. S&P®, S&P 500®, Select Sector®, SPDR®, US 500, The 500 are trademarks of S&P Global, Inc. or its affiliates (“S&P”) and Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”), and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by the Manager. The ETF is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, their respective affiliates, and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the Index.You cannot invest directly in an index. BMO ETFs are managed by BMO Asset Management Inc., an investment fund manager, a portfolio manager, and a separate legal entity from Bank of Montreal. BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate.“BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.
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    18 mins
  • E300 – Commodities Through the ETF Lens

    E300 – Commodities Through the ETF Lens
    Feb 5 2026
    In this episode, Bipan Rai and Matt Montemurro join host, Esther Choi to unpack the latest trends in global commodity markets, exploring how broad-based commodity ETFs can streamline access to multiple futures exposures and offer investors a simple, cost-efficient approach to portfolio diversification. Esther Choi is Vice President, ETF Specialist, BMO ETFs at BMO Global Asset Management (BMO GAM). She is joined by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO GAM, and Matt Montemurro, Head of Fixed Income and Equity Index ETFs at BMO GAM. Recorded live on January 29, 2026. ETFs:· BMO Gold Bullion ETF (ZGLD) · BMO Covered Call Spread Gold Bullion ETF (ZWGD) · BMO Broad Commodity ETF (ZCOM) · BMO Equal Weight Oil & Gas Index ETF (ZEO)· BMO SPDR Energy Select Sector Index ETF (ZXLE)· BMO Equal Weight Global Base Metals Hedged to CAD Index ETF (ZMT)· BMO Equal Weight Global Gold Index ETF (ZGD) · BMO Junior Gold Index ETF (ZJG) Sources:ETF Flows, according to the National Bank Report, December 2025Macro Notes - The ‘Oil to Gold’ Rotation in Canada⁠⁠Bloomberg Commodity Index (BCOM): 2026 AnnualRebalance FAQ⁠⁠Press Release - January 23, 2026 - BMO Reduces Fees on Select ETFs and Updates Risk RatingsRegister here to join Bipan Rai’s Feb. 9 Reddit ‘AskMe Anything’ event. Disclaimers:Please visit for full disclaimersThis podcast is for information purposes. 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. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to anycircumstance. 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 willnot 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 ofrisk described in the most recent prospectus.The S&P 500 Index is an unmanaged index of 500 common stocks that is generally considered representative of the U.S. stock market. The index is heavily weighted toward stocks with large market capitalizations and represents approximately two-thirds of the total market value ofall domestic common stocks. The S&P 500 Index figures do not reflect any fees, expenses or taxes. An investor should consider investment objectives, risks, fees and expenses before investing. You cannot invest directly in an index. 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 ETFsbefore 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., an investment fund manager, a portfolio manager, and a separate legal entity from Bank of Montreal. BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate.“BMO (M-bar roundel symbol)” is a registered trademark of Bank of Montreal, used under licence.
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    21 mins
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