Market Insights Blog

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Defying the Decline: 3 Top Defensive ETF Strategies

Here are three defensive BMO ETF strategies to help insulate portfolios from potential volatility ahead.

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Gold: Three Reasons for Optimism, and One Risk to Watch

Instead, our focus for this note—which also dovetails nicely with the one-year anniversary of the launch of the BMO Gold Bullion ETF (Ticker: ZGLD)—is to examine whether or not we should expect to see further upside from here. And after careful thought and deliberation, we identify three reasons for optimism as well as one important risk to monitor. Learn strategies to build a resilient, well-balanced investment strategy that stands the test of time – without the guesswork.

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5 ETFs for a Strong Core: Building a Resilient Portfolio

A strong investment portfolio starts with a solid foundation. Just like a well-built house, your investments need core holdings that provide stability and long-term growth. Learn strategies to build a resilient, well-balanced investment strategy that stands the test of time – without the guesswork.

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Playing Defense with Sector ETFs

Here’s how an equally weighted portfolio of healthcare, utility, and consumer staples ETFs could provide better downside protection and reduce volatility.

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Q4 2024: Commentary From ARK’s CIO

An investment in an ARK ETF is subject to risks and you can lose money on your investment in an ARK ETF. There can be no assurance that the ARK ETFs will achieve their investment objectives

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Invest Overseas, With Ease: The Power of Canadian Depositary Receipts (CDRs)

CDRs offer Canadian investors a seamless gateway to global markets, minimizing currency risks, enabling fractional ownership, and facilitating international diversification, all in Canadian dollars

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Investing With Training Wheels: How Buffer ETFs Can Help Mitigate Risk

Here's a look at how structured outcome ETFs can help limit volatility and drawdowns for investors with a lower risk profile.

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BMO ETFs guided portfolio: Quarterly Fixed Income strategy – Q1 2025

One of the more important themes over the past several months has been the sell-off in the long-end across numerous jurisdictions. Of course, this theme has been led by a combination of macro and idiosyncratic factors – the latter of which has resulted in considerable spillover effects.

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Equity level returns, with fixed income level risk: BMO’s Long Short ETFs

Are you looking to potentially generate better risk adjusted returns by benefitting from both directions of the market? Discover BMO’s approach to Long Short ETFs!

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Why You Should Be a Bit Wary of the U.S. Market in 2025

When one hears the term ‘American exceptionalism’, for some investors, the first images that come to mind are perhaps that of a certain President-elect and his inclinations towards jingoism.

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Big Canadian Bank Earnings: Three Ways to Invest with ETFs

Here’s a look at the different ways investors can express a view on Canada’s banking sector via ETFs. The quote is worth keeping in mind for investors who want a framework to contextualize the results of the U.S. election. After all, the parallels between the 2016 and 2024 electoral cycles are there

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Portfolio Positioning for a Trump 2.0 Economy

When it comes to investable themes, Mark Twain’s famous quote comes to mind: “History doesn’t always repeat itself, but it does rhyme.” The quote is worth keeping in mind for investors who want a framework to contextualize the results of the U.S. election. After all, the parallels between the 2016 and 2024 electoral cycles are there

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The ETF You Didn’t Know You Needed

Investing doesn’t have to be intimidating. Learn how BMO’s Asset Allocation ETFs are designed to take the complexity out of the equation, giving you an all-in-one solution that balances your portfolio without all the stress and second-guessing.

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2024 Tax Loss Harvesting Guide

Exchange traded funds (ETFs) and mutual funds can be effective tools to help investors reduce their tax bills. As the year end approaches, we provide trade ideas to help clients generate tax savings from underperforming investments.

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Q3 2024 Commentary from ARK’s CIO on BMO ARK Funds

Is the U.S. economy undergoing rolling recessions? ARK CEO/CIO Cathie Wood shares her thoughts and breaks down the Q3 Results for the BMO ARK ETF Funds.

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To Hedge FX Risk, or Not to Hedge

Currency markets are notoriously difficult to call but can meaningfully impact portfolio returns. ETF Strategist Bipan Rai provides a detailed framework for investing outside the Canadian market.

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What is Quality Investing?

As consumers we prefer higher quality things, and with stocks it may be no different. Learn why Quality may be important to investors.

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Decoding Duration – The Key to Fixed Income Investing Success

Navigating bond investments may appear complex, yet grasping some essential principles can greatly enhance your investment strategy. Learn more about duration –the secret sauce of fixed income investing.

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BMO ETFs Guided Portfolio Strategy Report (Q3 2024)

Is a U.S. “soft landing” still in the cards? For some time now, central banks in the developed world have been leaning heavily on the “soft landing” scenario. That is, that economies were strong enough to withstand longer periods of restrictive monetary policy without wreaking too much damage on real activity and/or the labour market.

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Three Ways to Lower Risk in Your Investment Portfolio with ETFs

Here are some of the ways ETFs can be used strategically to help you sleep better at night.

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Cathie Wood’s Latest Commentary from ARK Invest

ARK Invest’s CIO Cathie Wood shares her commentary on the performance of BMO ARK ETFs in Q2 2024.

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Four Strategic Ways to Invest in U.S. Stocks Using BMO ETFs

Learn strategic ways to leverage BMO ETFs to build a U.S. stock portfolio based on your investment objectives.

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Drilling Down into the Energy Sector

Is it time to be bullish on the Energy Sector? Learn more.

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Utilities – A Long-Term Holding That’s Breaking Out

Are Utilities Poised for a Bigger Breakout? Read more potential opportunities for the sector to rally further.

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Invest in the Future Today with Cathie Wood, ARK Invest

Commentary as of March 31st, 2024

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Index Investing and the S&P 500

Index investing, a strategy adopted by cost conscious investors and passive investing aficionados is continuing to gain in popularity across individual investors, advisors and institutions alike.

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Ultra Short-Term Bond ETFs Shine with the Changes to HISA ETFs

Regulators have forced new requirements on “cash alternative” ETFs, spurring a 20-50 basis-point drop in High-Interest Savings Account ETF yields.

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The Transition to Net Zero

The fight against climate change has become a sprint towards a net zero emissions future. In our latest blog post, Mirza Shakir discusses the unique challenge and opportunity presented by this transition. Click here to read more.

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Gold Glitters Amid Persistent Inflation and Rate Uncertainty

Gold prices have gained more than 14% since late last year, renewing market interest for the precious metal.

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ETF Fees Explained

One simple way to get ahead is to be more aware of what we are spending- especially in times like these- and to review our monthly expenses to see where there are opportunities to make cuts.

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A Year in Review & Beyond – Navigating Curveballs and Embracing the Future

2023 was a year where several themes dominated the global economy – volatility, inflation, the rise of A.I.…and more.

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BMO ETF Portfolio Strategy Report Q1

BMO ETF PORTFOLIO STRATEGY REPORT (Q1 2024) All prices, returns and portfolio weights are as of market close on December 31st 2023 unless otherwise indicated.

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Understanding ETF Distributions

ETFs are a popular investment choice due to their ease of access, diversification and lower costs. But do you understand ETF distributions?

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The Revival of The Balanced Portfolio

In our latest blog post, Alfred Lee dives into the crucial role in building portfolios and the resurgence of the balanced portfolio.

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The Power of Low-Fee Core Bond ETFs in your Investment Portfolio

Bond ETFs are an interesting avenue for fixed income investors, especially for looking to achieve diversification, steady income & stability within their investment portfolios.

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Unlocking Wealth: Dividend ETF Investing

Dividend or income investing holds a special place in the hearts of many investors and it’s not surprising why.

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The True Liquidity of an ETF

"If a certain ETF doesn’t trade often, or has low trading volume, will I be able to sell the ETF when I need to?” The quick answer is yes you can!

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Covered Call Strategy vs. Traditional Income Investments

There are many ways to earn income from investments, but a covered call strategy creates a dual stream of income which can benefit many investors.

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BMO ETF Portfolio Strategy Report Q3

BMO ETF PORTFOLIO STRATEGY REPORT (Q3 2023) All prices, returns and portfolio weights are as of market close on June 30, 2023, unless otherwise indicated.

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Low Volatility Investing – Benefitting from Alternative Weighting

Many investors look to equities for the growth component of portfolios, but low volatility investing achieves similar benefits while mitigating inherent risk.

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Money Market and Short-Term Fixed Income

A “great migration to cash” has been triggered by the flurry of inflows into fixed income and cash alternatives. After years of being a forgotten segment of the market, how and why are they the leading asset gatherer?

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Investing in Artificial Intelligence (A.I.)

AI breakthroughs have the potential to massively improve profitability for companies but how do they impact your portfolio?

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10 ETF Innovations Impacting Portfolios Today

The ETF industry has seen significant innovation helping investors build better portfolios.

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Using ETFs for International Investing

International investing is a great way for DIY investors to diversify their portfolios. But how do you navigate the complex world of foreign stocks and currencies?

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ETF Fees: What You Need to Know Before Investing

Investing in Exchange-Traded Funds (ETFs) can be a smart move for many investors, but it's crucial to have a clear understanding of the costs and fees associated with these investment vehicles.

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Cash Alternatives

Investors worried about higher inflation and slowing growth prefer investing in these cash alternatives to ride out the market volatility.

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BMO ETF Portfolio Strategy Report

BMO ETF Portfolio Strategy Report (Q2 2023) All prices, returns and portfolio weights are as of market close on March 31, 2023, unless otherwise indicated.

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What are Phantom Distributions from ETFs?

Phantom distributions aren’t anything spooky, but investors can expect to receive tax forms related to them.

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Fixed Income: The Outlook & Opportunities

As markets and economies continue to recalibrate, investors are wondering how to position defensively.

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Sector ETFs for Defensive Plays

Sector ETFs can provide investors with exposure to various industries, offering more diversity than simply investing in a single stock.

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Benefits of a Core-Satellite Investment Approach

Asset allocation is one of the most critical investment decisions an investor can make.

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Enhanced Monthly Cash Flow with Covered Call ETFs

The covered call strategy is a relatively simple concept to understand but can be difficult to execute correctly. The key is to understand the options market and the underlying stock before entering a covered call position.

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Innovation is the Key to Growth

Innovation has the potential to create higher productivity – the same input generates higher output.  As productivity moves higher, more goods and services are produced, and as such the company or the economy grows.

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Inflation

While inflation was sidelined by several central banks and deemed as “transitory” for the most part during 2021, the tone shifted promptly this year as back-to-back red-hot inflation prints forced most central banks to go on an interest-rate hiking spree.

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Why Clean Energy Investors Cheered Biden’s Inflation Reduction Act

The directives of the U.S. Inflation Reduction Act—in addition to the global energy transition, an energy crisis in Europe, and a renewed focus on energy security—represent strong tailwinds that support clean energy as an attractive investment opportunity.

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Nasdaq 100 – Exposure to the Modern Economy

At a time when market volatility, rising rates and high inflation are a common denominator, investors are looking for alternative solutions that can boost returns, while diversifying their asset mix away from traditional assets and fixed income.

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Infrastructure as an Alternative Investment

At a time when market volatility, rising rates and high inflation are a common denominator, investors are looking for alternative solutions that can boost returns, while diversifying their asset mix away from traditional assets and fixed income.

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Introduction to Low Volatility ETFs

With recent market volatility, investors are demanding solutions that stay afloat during market ups and downs. Low Volatility investing is one such solution.

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Introduction to Sector ETFs

Sector ETFs provide exposure to a specific industry or market sector and have grown in popularity amongst “Do It Yourself” investors who are looking to add strategic or tactical opportunities to their investment portfolios.

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Navigating Through A Crisis

It has been almost two months since Russia has invaded the Ukraine. During this time, we have been witnessing the dramatic impact the war has had on global markets and economies. There is also concern with how these events will impact our portfolios and investments.

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The True Liquidity of an ETF

One of the most common questions we get from investors is, “If a certain ETF doesn’t trade often, or has low trading volume, will I be able to sell the ETF when I need to?” The quick answer is yes you can, and I’ll explain why.

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What is Asset Allocation and Why Should I Care?

Setting up a portfolio to reflect an optimal strategic asset allocation mix should be an investor’s number one decision in portfolio management, and this decision is often overlooked.

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Why Should You Convert Your Stocks to ETFs?

More and more investors are converting to Exchange Traded Funds (ETFs) over picking stocks individually. But what is it that’s so appealing?

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Access the Potential of the U.S. Market

Some Investors believe in the massive potential in the U.S. market. With lockdowns subsiding and money in people’s pockets from stimulus cheques and government programs, optimism has returned.

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Broad Markets

Here’s how the best growth ETFs are giving investors exposure to the rapidly growing U.S. stock market.

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This communication is for information purposes. The information contained herein is not, and should not be construed as, investment, tax or legal advice to any party. Particular investments and/or trading strategies should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance.

The portfolio holdings are subject to change without notice and only represent a small percentage of portfolio holdings. They are not recommendations to buy or sell any particular security.

Commissions, management fees and expenses (if applicable) all may be associated with investments in BMO ETFs and ETF Series of the BMO Mutual Funds. Please read the ETF facts or prospectus of the relevant BMO ETF or ETF Series before investing. BMO ETFs and ETF Series are not guaranteed, their values change frequently and past performance may not be repeated.

For a summary of the risks of an investment in the BMO ETFs or ETF Series of the BMO Mutual Funds, please see the specific risks set out in the prospectus. BMO ETFs and ETF Series trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.

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