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:
- 100/100 US Balanced Growth (with MONTHLY Resets on the Maturity Guarantee)
- Low Volatility US Equity ETF Available in the 75/75 and 75/100 contract
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
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- 2.25% 75/75 and 2.60% in 75/100 Prestige Pricing ($250,000+ Deposit)
- Performance Pager: Low Volatility US Equity ETF 75/75 Prestige
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: