Equal Weight. True Diversification
Introducing ZEQL: U.S. concentration risk mitigated
Equal Opportunity. Balanced by Design
Expanded Geography. Broader Investment Opportunity
Introducing ZESM: A simple way to expand your small-mid cap international exposure
Investing Beyond Borders
Canadian Income. Enhanced Yield
Introducing ZDIV: The True North strong and free in one ETF
Canadian Income You Can Count On
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: Precious Metals React to ‘War Time’ Geopolitical Shifts - February 3, 2026
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Two simmering forces have helped drive historic swings in gold and silver prices in recent weeks: further erosion in the U.S. dollar’s global reserve currency status, as well as a shift among several governments to prioritize the stockpiling of resources and industrial production. Bipan is joined by Daniel Ghali, senior commodity strategist at TD Securities, to discuss the outlook for the precious metals as well as copper in the wake of the remarkable price action. This podcast was recorded live on February 3, 2026.
The Open Outcry Podcast: Hike, Hold or Cut? Where the BoC and Fed Policy Paths are Headed Next - January 29, 2026
Listen/read now
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
Listen/read now
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.
Strategy & Insights
Actionable research, performance data and ETF education.
Strategy & Insights
Actionable research, performance data and ETF education.
