Related Strategy & Insights
Fixed Income Strategy Report (Q1 2026)
The North American fixed income space remains at a crossroads. In the front-end, U.S. yields are expected to be under some pressure given the potential for additional Federal Reserve (Fed) cuts (due to a deteriorating labour backdrop) while Canadian dollar (CAD) yields are likely to better supported. The big caveat for the latter is (of course) the status of the United States – Mexico – Canada Agreement (USMCA) trade deal in the coming quarters.
Related Trade Ideas & Podcasts
Podcast: 2026 ETF Industry Flows & Market Trends - January 22, 2026
Listen/read now
Back by popular demand, we’re revisiting our BMO ETFs 2026 outlook. In this replay episode, join Bipan Rai and host Erika Toth as they break down key trends, highlight top ETF opportunities, and share strategies to help investors stay resilient in the months ahead. Erika Toth is Director and Head of ETF and Portfolio Consulting at BMO Global Asset Management (BMO GAM). Bipan Rai is Head of ETF Strategy, Exchange Traded Funds at BMO GAM. This episode was recorded live on Wednesday, January 7, 2026.