Protect Against Pull-Backs

Submitted by Krishan on September 10, 2024 - 11:41am

A common theme that has come up this summer is how to protect and minimize volatility with US market exposure.

The tumultuous August the US markets experienced caused some client panic and we fielded a lot of requests for safer, less volatile options.

We are proud to offer two excellent solutions for clients that are looking for US Exposure but want to protect against volatility:

US Balanced Growth 100/100

Why we like it:

75% Exposure to the S&P 500 Index (as of 9/6/2024)
Automatic MONTHLY resets on the 100% Maturity Guarantee
- Does NOT affect maturity date
2.68% Cost Effective all-in MER
- Prestige Pricing ($250,000+ Deposit)
Comfort and safety to your clients when markets are frothy with the 100% Maturity Guarantee
Performance Pager: US Balanced Growth 100/100 Prestige

Low Volatility US Equity ETF

Why we like it:

Nearly half the downside of the S&P 500
Ex-tech to provide a smoother ride over the long term
- Complements well with the BMO Global Innovators if you’d like Tech exposure
Cost Effective Exposure to the US markets through our ETF offering

Market Snapshot:

Equity markets were mixed this week alongside a stable of mostly positive U.S. economic data and some more earnings results.
The S&P 500 rose 0.2%, while the Nasdaq shed 0.9%. Financials led the pack, while technology lagged, down 1.5% on the week.
Nvidia’s hotly-anticipated earnings results came in better than expected, but the sector pulled back in classic sell-the-news fashion.

Market Commentary: