This Week in ETFs: From December 15-19

TOP ETF TRADE IDEAS FOR 2026

What can investors expect from markets in 2026? Bipan Rai and Saakshi Mehta reflect on several key macro events from the past year, from tariff turmoil to the longest U.S. government shutdown in history, and calibrate for what’s ahead. They provide eight compelling themes to watch, and 12 ETFs they believe will outperform in the new year. Check out the list to find out more.

READ BASIS POINTS BLOG

COMING FRIDAY! FINAL YEAR-END DISTRIBUTIONS

Final Year-End Distributions: Expect final year-end and cash distributions for ETFs and ETF Series of BMO Mutual Funds this Friday (December 19, 2025). | Find them here in our newsroom once they’ve been posted

2025 Tax Loss Harvesting Guide: As the year-end fast approaches, we provide ETF trade ideas to help clients generate tax savings. | Download guide

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.

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BMO EXPANDS GLOBAL CDR PROGRAM

BMO has broadened its CDR program to 84 securities across 8 countries, adding global leaders such as Costco, JPMorgan, Apple, Microsoft, and Walmart, offering CAD pricing, ~C$10 fractional access, and a built-in FX hedge.

Tech Pulse: Google launches Gemini 3 with a bold 1,000× AI scale-up roadmap; Meta shifts focus from metaverse to AI with Limitless; Microsoft delivers strong cloud growth despite EU regulatory scrutiny.
European Banks: Capital returns and innovation lead the way—BBVA posts a record interim dividend and accelerates buybacks; BNP reshapes insurance with a €3B deal; SocGen issues a tokenized U.S. bond; UBS completes a CHF 1.6B buyback.
Consumer Pulse: LVMH wraps up a €1B buyback; Home Depot sees holiday momentum amid margin pressure; Nestlé advances sustainable packaging.

Read the full article | Explore our CDR Directory

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