Related Strategy & Insights
BMO Macro Regime Model – Strategy Report (Q4 2026)
All prices, returns and portfolio weights are as of market close on September 30, 2026, unless otherwise indicated.
BMO ETFs Tax Efficient Model – Strategy Report (Q4 2026)
All prices, returns and portfolio weights are as of market close on September 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: ETF Portfolio Strategy: What to Watch in Q4 2026 - October 9, 2026
Listen/read now
From sticky inflation and rising bond yields to growing questions around AI, the macro backdrop is getting more complex. In this episode, special guest Bipan Rai joins host Zayla Saunders to unpack his Q4 portfolio strategy and what it means to stay invested — and protected — this quarter. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Bipan Rai is Head of ETF & Structured Solutions Strategy at BMO GAM. This episode was recorded live on Friday, October 9, 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