Trade Ideas
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
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.
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.
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
Asset allocation ETFs offer simplicity, diversification, and low fees — making them an increasingly popular choice for Canadian investors. But with more than 90 options on the market, finding the best fit can be challenging. In today’s episode, Alain Desbiens joins host Danielle Neziol to explore the unique benefits of these all-in-one solutions and highlight BMO ETFs that can help investors build wealth and manage income more effectively — whether starting out or planning for retirement.
As the year winds down, we’re taking a moment to reflect. In today’s episode, host Erika Toth is joined by Bipan Rai and Matt Montemurro to unpack the biggest ETF trends that shaped the Canadian equity space in 2025 — and explore what they could mean for the year ahead.
A variety of factors, from positive correlations between stocks and bonds to improving access via new products and fund structures, have made alternative asset classes increasingly important considerations in allocation decisions. John de Goey, author and portfolio manager at Designed Wealth Management, joins Bipan to discuss his approach to alternatives, and the future of alts in Canadian portfolios. This podcast was recorded live on December 16, 2025.
With attention turning toward capital allocation decisions for next year, Bipan is joined by BMO Global Asset Management CIO Sadiq Adatia to examine key themes poised to shape financial markets, as well as sectors and geographies that could benefit from a constructive macro backdrop or specific strengths. This podcast was recorded live on December 11, 2025.
Strategy & Insights
Actionable research, performance data and ETF education.
Strategy & Insights
Actionable research, performance data and ETF education.