Related Strategy & Insights
We are still in the early days of the 2025 Q4 earnings season, but the market’s tone has already shifted. January marked a decisive move away from the narrow leadership that defined much of last year and toward broader participation across sectors.
Related Trade Ideas & Podcasts
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.
A deep dive into the methodology behind our earnings model for U.S. sectors, determining where optimism looks stretched and which sectors are positioned to outperform.