Related Strategy & Insights
Despite the recovery in broad risk over the past few months, the underlying issue remains the same. The decades-long integration of global trade — with the United States at the hub — has been permanently disrupted. And unless we see a complete reversal from the Trump administration, the current regime of higher trade barriers is likely here to stay.
What’s more, we also appear to be in the early stages of something more nefarious — a capital war. As congressional members pass the “One, Big, Beautifull Bill Act”, a provision like Section 899, even if excluded, should send a reminder to non-U.S. investors that foreign investment is becoming less welcome than it has been in the past.
Related Trade Ideas & Podcasts
Will 2025 be another record year for the ETF industry? In this episode, Bipan Rai, Matt Montemurro, and your host, Erika Toth, look at the latest trends and flows in Canada. Erika Toth is a Director of Institutional & Advisory, Eastern Canada, at BMO Global Asset Management (GAM). She is joined on the podcast by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds, BMO GAM, and Matt Montemurro, Head of Fixed Income & Equity Index ETFs, Exchange Traded Funds. The episode was recorded live on Tuesday, June 10, 2025.
Tools and Performance Updates
Momentum report
Full transparency on how BMO GAM voted, by ETF
List of the performance of all BMO ETFs