E273 – Going Beyond the Index with Brian Belski

In this episode, your host, Erika Toth, sits down with special guest Brian Belski, to get his sought-after market outlook for the months ahead and introduce five brand new Belski ETFs.

Erika Toth is a Director of Institutional & Advisory, Eastern Canada, at BMO Global Asset Management. She is joined by Brian Belski, Chief Investment Strategist and leader of the Investment Strategy Group, BMO Capital Markets. Recorded live on June 9, 2025.

Funds:

• BMO Canadian Core Plus US Balanced ETF (ZBCB)
• BMO Canadian Equity Plus ETF (ZBEC)
• BMO US Dividend Growth ETF (ZBDU)
• BMO US Dividend Growth ETF (Hedged Units) (ZBDU.F)
• BMO US Large Cap Disciplined Value ETF (ZBVU)
• BMO US Equity Focused ETF (ZBEU)
• BMO US Equity Focused ETF (Hedged Units) (ZBEU.F)
• BMO AAA CLO ETF (ZAAA)

 

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 participants represent their assessment of the markets at the time of recording. 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.

CLOs are floating- or fixed-rate debt securities issued in different tranches, with varying degrees of risk, bytrusts or other special purpose vehicles (“CLO Issuers”) and backed by an underlying portfolio consisting primarily of below investment grade corporate loans. The BMO ETF pursues its investment objective by investing, under normal circumstances, at least 85% of its net assets in CLOs that