Market Insights Blog

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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.

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.

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?

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.

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.

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.

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!

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.

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.

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.

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?

Investing in Artificial Intelligence (A.I.)

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

10 ETF Innovations Impacting Portfolios Today

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

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?

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.

Cash Alternatives

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

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.

What are Phantom Distributions from ETFs?

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

Fixed Income: The Outlook & Opportunities

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

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.

Benefits of a Core-Satellite Investment Approach

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


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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