Related Strategy & Insights
BMO Macro Regime Model – Strategy Report (Q3 2026)
All prices, returns and portfolio weights are as of market close on June 30, 2026, unless otherwise indicated.
BMO Macro Regime Model – Strategy Report (Q2 2026)
All prices, returns and portfolio weights are as of market close on March 31, 2026, unless otherwise indicated.
Portfolio Strategy Report (Q1 2026)
Ever been to a really good party that you didn’t want to end? Remember that feeling you get when the lights start to come back on, the bar is closing and the music is winding down? There’s a slight wistfulness that the fun is over and it’s time to go home – even if you feel like it’s still a bit too early and want to keep dancing.
Related Trade Ideas & Podcasts
Podcast: Guided ETF Portfolio Strategy Q3 2026 - July 6, 2026
Listen/read now
From record ETF inflows to a broadening AI story reshaping global equity markets, the investment landscape continues to evolve. In this episode, special guest Bipan Rai joins hosts Zayla Saunders and Hilly Cutler to unpack his quarterly portfolio strategy, and what it all means for investor positioning as Q3 gets underway. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. They are joined by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO GAM. This episode was recorded live on Monday, July 06, 2026.
Four reasons to like Quality as an allocation factor
While Quality has had a tough year so far, we expect it to perform going forward. This is largely due to a shifting macro backdrop that favours firms with stable earnings, a still-restrictive Fed monetary policy regime, and exposure to AI.
Tools and Performance Updates
What’s Trending & BMO ETF Performance
Momentum report
BMO ETFs Proxy Voting Dashboard
Full transparency on how BMO GAM voted, by ETF