This Week in ETFs: From September 1-5

Unlock More From Canadian Banks

Sep. 3, 2025

ETF FOCUS OF THE WEEK

Canadian banks are beating expectations – how can equal-weight ETFs give you more? READ

READ OUR BEST TRADE IDEAS

THE OPEN OUTCRY: HOW TO DEAL WITH VOLATILITY IN THE U.S. RATES MARKET

Monetizing volatility through structured rate instruments has become a trusted income strategy, including for the BMO Strategic Fixed Income Yield Fund. Portfolio manager Olivia Pei joins Bipan Rai to discuss how the vehicle is constructed, the way it differs from comparable strategies such as covered calls and its use case as a diversified income generator for cash-focused portfolios. 

THE LATEST FROM THE BASIS POINTS BLOG

2025 BMO ETFs FALL FORUM — BACK BY POPULAR DEMAND!

  • Join us as we visit five cities across the country with experts from Canada’s six major financial institutions. This two-hour event includes lunch and panel sessions discussing comprehensive research and actionable ideas.
  • In conjunction with the BMO ETFs Fall Forum, Bipan Rai, Managing Director and Head, ETF and Alternatives Strategy at BMO Global Asset Management, and a special guest, will host Portfolio Management and ETFs in three cities. During this luncheon, they’ll share dynamic opportunities in today’s challenging market.

Save the date in your city!
Invitations will follow shortly. 

BMO ETFs Fall Forum

Date

City

Time

Wednesday, October 8 

Calgary, Alberta

11:45 a.m. – 2:00 p.m. MT 

Thursday, October 9 

Vancouver, British Columbia

12:45 p.m. – 3:00 p.m. PT 

Thursday, October 16 

Richmond Hill, Ontario 

11:45 a.m. – 2:00 p.m. ET 

Wednesday, October 22 

Burlington, Ontario

11:45 a.m. – 2:00 p.m. ET 

Wednesday, October 29 

Montreal, Quebec

11:45 a.m. – 2:00 p.m. ET 

Portfolio Management and ETFs 

Date

City

Time

Tuesday, October 7 

Edmonton, Alberta

11:45 a.m. – 2:00 p.m. MT 

Thursday, October 23 

London, Ontario

11:45 a.m. – 2:00 p.m. ET 

Tuesday, October 28 

Ottawa, Ontario

11:45 a.m. – 2:00 p.m. ET 

CDRs — ACCESS GLOBAL EXPOSURES

Discover our full suite of Canadian Depositary Receipts (CDRs) and gain access to international companies. 

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The viewpoints expressed by the authors represent their assessment of the markets at the time of publication. Those views are subject to change without notice at any time without any kind of notice. The information provided herein does not constitute a solicitation of an offer to buy, or an offer to sell securities nor should the information be relied upon as investment advice. This communication is intended for informational purposes only.

Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent prospectus.

Dividends are not guaranteed and may fluctuate. Past Performance is not indicative of future results.

Distributions are not guaranteed, may fluctuate and are subject to change and/​or elimination.

An investment in Canadian depositary receipts (“CDRs”) issued by Bank of Montreal (“BMO”) may not be suitable for all investors. Important information about these investments is contained in the short form base shelf prospectus and prospectus supplement for each series of CDRs (together, the Prospectus”). Purchasers are directed to www.sedarplus.ca or to bmogam.com to obtain copies of the Prospectus and related disclosure before purchasing CDRs. 

Each series of CDRs relates to a single class of equity securities (the Underlying Shares”) of an issuer incorporated outside of Canada (the Underlying Issuer”). For each series of CDRs, the Prospectus will provide additional information regarding such series, including information regarding the Underlying Issuer and Underlying Shares for such series. Neither BMO and its affiliates nor any other person involved in the distribution of CDRs accepts any responsibility for any disclosure provided by any Underlying Issuer (including Information contained herein or in the Prospectus that has been extracted from any Underlying Issuer’s publicly disseminated disclosure). Each series of CDRs is only offered to investors in Canada in accordance with applicable laws and regulatory requirements.

Commissions, management fees and expenses all may be associated with investments in exchange-traded funds. Please read the ETF Facts or prospectus of the BMO ETFs before investing. The indicated rates of return are the historical annual compounded total returns including changes in unit value and reinvestment of all dividends or distributions and do not take into account sales, redemption, distribution or optional charges or income taxes payable by any unitholder that would have reduced returns. Exchange-traded funds are not guaranteed, their values change frequently and past performance may not be repeated. 

For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the BMO ETF’s prospectus. BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/​or elimination.

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