This Week in ETFs: From January 5-9
Top conviction trades for 2026
Jan. 7, 2026ACTIONABLE IDEAS TO START THE YEAR
Will the S&P 500 rally by double digits again this year? How should portfolios position for late-cycle dynamics? Where can income investors find yield amid stickier inflation and rising term premium risk?
Gain tactical answers to these questions and more in BMO ETFs’ top trades for 2026.
LISTEN! ETF FLOWS AND TRENDS
BMO ETFs’ strategists and portfolio managers break down themes and drivers that shaped 2025 — and what they could mean for the year ahead.
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2026 MARKET OUTLOOK
Join Sadiq S. Adatia, Chief Investment Officer at BMO Global Asset Management, on January 15, 2026, from 2:00 p.m. – 2:30 p.m. ET for expert insights on market trends and strategies to position portfolios for success in the new year.
COMING SOON! Q1 PORTFOLION STRATEGY REPORT
BMO ETFs model portfolios for balanced, income and tax efficiency-focused clients are coming mid-January. In the meantime, please visit Bipan Rai’s (Managing Director, Head of ETF & Alternatives Strategy) daily blog for the latest positioning, market insights and commentary.
Read Basis Points blog | Current (Q4) model portfolios
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