Fixed Income Strategy Report (Q1 2026)
How to keep dancing when the party is slowing down
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Commodity Investing Made Easy
Introducing ZCOM: A simply way to unlock the power of commodities
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Trade Ideas
Top ETF Trades for 2026: Conviction, Context and a Respect for Unpredictability
The end of the year is a special time. The slowing modulation of the markets gives many an analyst time to unplug, which inevitably leads to reflection about what the next year will bring. And as ideas begin to take shape, convictions start to form and a general sense of where the market is headed is reached.
It is almost always a humbling exercise.
For instance, just consider a subset of the important macro/market events from this year
6 BMO ETFs Yielding 6% or More
Turn volatility into cash flow with our top 6 picks yielding 6% or more, for investors seeking to reduce volatility relative to broad markets while enhancing the level of yield in their portfolios.
Positioning for Canadian Bank Earnings Season
As Canadian banks report fiscal year-end earnings, investors may consider buying BMO’s Bank ETFs for their upside potential, diversification and steady cash flow.
Four Ways to Play the Federal Budget
Canada’s latest budget marks a major pivot toward long-term growth, with C$115B in infrastructure spending alongside substantial allocations for defense and housing. Alongside those investments, the Feds are encouraging private sector participation via regulatory streamlining and tax incentives.
Recent Podcasts
The Open Outcry Podcast: Hike, Hold or Cut? Where the BoC and Fed Policy Paths are Headed Next - January 29, 2026
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Gold’s surge past $5,000 (U.S.) an ounce amid policy rate pauses from both the Federal Reserve and Bank of Canada have given macroeconomic watchers much to discuss. Bipan is joined by RBC Capital Markets’ Jason Daw to talk about what they expect for yields, term premia, trade risks and more. This podcast was record live on January 29, 2026.
Podcast: Understanding FX Hedging Dynamics - January 28, 2026
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For Canadian investors, choosing between hedged and unhedged ETFs is a key decision when building global portfolios. In this episode, Bipan Rai and Jennifer Li join host Erika Toth to discuss how these preferences have evolved in recent years, how advisors can align hedging decisions with clients’ investment policies, and the foreign exchange dynamics shaping Canada’s ETF market. Erika Toth is Director and Head of ETF and Portfolio Consulting at BMO Global Asset Management (BMO GAM). She is joined by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO GAM, and Jennifer Li, Director, Institutional ETF Sales at CIBC Capital Markets. This podcast episode was recorded live on Wednesday, January 28, 2026.
Podcast: 2026 ETF Industry Flows & Market Trends - January 22, 2026
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Back by popular demand, we’re revisiting our BMO ETFs 2026 outlook. In this replay episode, join Bipan Rai and host Erika Toth as they break down key trends, highlight top ETF opportunities, and share strategies to help investors stay resilient in the months ahead. Erika Toth is Director and Head of ETF and Portfolio Consulting at BMO Global Asset Management (BMO GAM). Bipan Rai is Head of ETF Strategy, Exchange Traded Funds at BMO GAM. This episode was recorded live on Wednesday, January 7, 2026.
Podcast: Guided ETF Portfolio Strategy Q1 2026 - January 14, 2026
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From shifting policy signals to growing interest in commodities, the investing playbook is evolving. In this episode, ETF and Alternatives Strategist Bipan Rai and host Michelle Allen discuss what these developments could mean for portfolio strategies and fixed income positioning this quarter. Michelle Allen is Senior Associate, Online Distribution at BMO Exchange Traded Funds and Bipan Rai is Head of ETF Strategy, Exchange Traded Funds at BMO GAM. The episode was recorded live on Wednesday, January 14, 2026.
Strategy & Insights
Actionable research, performance data and ETF education.
Strategy & Insights
Actionable research, performance data and ETF education.
