This Week in ETFs: From March 24-28
One innovative way to help clients hit their investment targets
Mar. 25, 2025NEW: Fixed income insights and inflation | Listen to podcast
ETF FOCUS OF THE WEEK
- Help clients hit their investment targets with BMO’s three new fixed income ETFs. Whether the goal is cashflow generation, education funding, or purchasing a home, BMO’s Target Canadian Corporate Bond ETFs provide more yield to maturity (YTM)1 certainty to help investors meet their financial objectives.2 Read more │Watch video
- You want a bond-like experience? Ensure you get it! Target your fixed income ETFs with precision.
READ OUR BEST TRADE IDEAS
- Defying the decline: Three defensive strategies to help insulate portfolios from potential volatility. Read
- Earn more on your cash: Explore the key benefits of money market and ultra-short term bond ETFs. Read
- Will gold continue to shine? ETF Strategist Bipan Rai shares three reasons for optimism and one important risk to watch. Read
TARIFF ERA INVESTING
- Top 10 performing BMO ETFs: For the week of March 17-21, markets reacted to Canada’s inflation hitting an eight-month high, the latest U.S. Federal Reserve announcement, and ongoing uncertainty surrounding the Trump administration’s tariff policies. These are the top BMO ETFs that proved resilient. See list
YOU’RE INVITED WHICH U.S. SECTORS COULD THRIVE?
Join us in a city near you: In these unique 1-hour lunch-time sessions, strategists from BMO Exchange Traded Funds and State Street Global Advisors (SSGA) come together to provide timely insights for today’s politically charged markets combined with a practical approach to asset allocation strategies using BMO SPDR Select Sector Index ETFs.
Learn how these U.S. market sector ETFs can target emerging opportunities and help insulate portfolios in today’s volatile markets.
Our next stops:
- Montreal, Quebec, on April 1. Register
- Ottawa, Ontario, on April 2. Register
- Burlington, Ontario, on April 3. Register
ACCESS OUR PORTFOLIO MANAGERS
- 4:10 PM Pulse: Join our Advisor-only conference call every other Wednesday at 4:10 PM ET to hear our Portfolio Managers as they share fund updates and actionable insights in real time. Add to calendar
Date |
Topic |
Host |
Wednesday, March 26 |
Invest overseas with ease |
Acushla Vestby, Managing Director, Head Structured Solutions and National Accounts |
Wednesday, April 9 |
Top investment trends for 2025 |
Fred Demers, Head Strategist, Multi-Asset Solutions, |
GET READY FOR TAX SEASON
- BMO ETFs 2024 tax parameters: The tax factors of distributions earned in 2024. Find an ETF
- What to expect during tax season: Breaking down frequently asked questions, including the tax treatments for various ETF distributions. Read
- Tax issues & U.S. investing: We break down common issues impacting U.S. investments and client tax liabilities.* Read
KNOW YOUR PRODUCT
- Announcement: See the list of cash distributions for certain BMO ETFs and ETF Series of BMO mutual funds for March 2025. Read
1Yield to maturity (YTM): The total expected return from a bond when it is held until maturity – including all interest, coupon payments, and premium or discount adjustments.
2Duration & Duration Risk: A measure of the sensitivity of the price of a fixed income investment to a change in interest rates. Duration is expressed as number of years. The price of a bond with a longer duration would be expected to rise (fall) more than the price of a bond with lower duration when interest rates fall (rise). Essentially, duration estimates the percentage change in a bond’s price for a change in interest rates. This sensitivity is what constitutes the risk: as interest rates rise, bond prices fall, and vice versa.
FOR FINANCIAL ADVISOR USE ONLY.
*Disclaimer for page four of six regarding product comparisons: The comparison presented is intended to illustrate the general tax treatment of product “BMO MSCI EAFE Index ETF (ZEA)” as compared with the general tax treatment of product “BMO MSCI EAFE Hedged to CAD Index ETF (ZDM)”. There are various differences that may exist between product “ZAE” and product “ZDM” that may affect the tax treatment of each. The objectives and strategies of product “ZAE” result in holdings that do not necessarily reflect the constituents and weightings within product “ZDM”. Please consult a tax professional for more information.
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