This Week in ETFs: From March 23-27

MACRO THERAPY: LIVE DAILY Q+As WITH BIPAN RAI

Ask Bipan Rai, Head of ETF & Alternatives Strategy, your macro and positioning questions. Join us every Tuesday, Wednesday, and Thursday from 4:00 – 4:30 p.m. (ET) for practical insights into navigating volatile markets.

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Read the Basis Points blog for more timely market insights and commentary.

BASIS POINTS – RAPIDLY RE-PRICING FRONT-END RATES

Global central banks are signaling caution on rising energy prices, but their willingness to “look through” the shock assumes a short, temporary disruption in the Strait of Hormuz — an assumption that now looks increasingly fragile.

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ETF FLOWS & PERFORMANCE

Factor performance is fragmented: Quality ETFs are the clear laggards, while dividend ETFs continues to show relative resilience. The rest of the factor lineup is dispersed, with no clear leadership.
Metals continue to lag: Gold and base metals ETFs sit at the bottom of the returns quadrant, reinforcing that the broader commodity impulse is uneven and increasingly concentrated away from metals.
US flows broaden beyond energy: Energy remains supported, but weekly inflows have widened to financials, discretionary, and healthcare - signaling measured risk‑taking at the margin.

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EXPERT TAX PANEL – KEY CLIENT TAX REPORT CONSIDERATIONS

Join us for a focused Expert Tax Panel webinar designed to support advisors with high level insights on taxation. Our panel of tax and investment professionals will discuss current themes and practical considerations to help inform advisor client conversations as tax season approaches.

Date:
Wednesday, April 8, 2026

Time:
4:00 p.m. – 5:00 p.m. ET

Location:
Teams Live

Panelists:

Dante Rossi, Director, Tax Planning, BMO Private Wealth
Leila Ross, Director, Structured Solutions, BMO Global Asset Management
Moderated by Bipan Rai, Managing Director and Head, ETF and Alternatives Strategy, BMO Global Asset Management

RSVP

SPRING ROAD SHOW: BMO ETFs HAS YOU COVERED

Registration is open for the annual Spring ETF Roadshow – an opportunity to gain timely and actionable insights on portfolio construction, macroeconomic trends, and innovative ETF solutions.

Join Bipan Rai, Head of ETFs & Alternatives Strategy, Jimmy Xu, Head, Liquid Alts and Non-linear ETFs and Hilly Cutler, Senior Portfolio Consultant, as they offer perspectives to help advisors navigate today’s increasingly complex investment environment.

RSVP TODAY!

Lunch will be served. CE Credits pending. Event is for securities-licensed individuals.

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