BMO ETF Portfolio August Commentary: Summer Lovin’, Having a Blast

The bearish tone from strategists is fading, as year-end targets have been grudgingly increased one by one, but there has yet to be any actual reflection of that in positioning.

A Housing Head Fake

September 25 to 29, 2023

Institutional capabilities

Your investment needs, and the evolution of objectives, are aligned to our expertise and expansive capabilities spanning geographies, asset classes, and style.

Aligning your needs with our investment capabilities

Your needs, and the evolution of those needs and objectives, are aligned to our expertise and expansive capabilities spanning geographies, asset classes, and style such active, passive and multi-asset. Through consultative collaboration, we seek to understand your needs before we get to solutions.

Multi-asset solutions

  • Long term strategic asset allocation strategies employing both fundamental and quantitative analysis to tactically adjust equity, bond, alternatives, and geography weightings
  • Style and factor tilts applied depending on macro factors


  • Access to innovative alternative solutions and exclusive offerings (such as private equity, real estate and infrastructure)
  • Designed to enhance yield opportunities and reduce correlation to traditional markets


  • Solutions designed to hedge risk across diverse asset classes and take advantage of better risk adjusted outcomes
  • Access to significant options managers well practiced in derivative solutions


Synthetic asset management

  • Collateral optimization seeks to strategically source and manage eligible assets in a cost-effective way to enhance overall return on collateral


Global equities

  • Sector focused investment style; designed to be flexible, collaborative, global, and scalable
  • Solutions combining best sector ideas focused on alpha generation and high-touch client service


Fundamental equities

  • Strategies focused on companies’ fundamentals, valuations and competitive advantages designed to deliver long-term value

Disciplined equities

  • Blended strategies combining quantitative and fundamental analysis to help drive better long-term results

Active fixed income and liquidity solutions

  • Active management strategies with rigorous risk management focused on delivering superior returns and ensuring capital preservation
  • Liquidity solutions devised to offer higher liquidity value

ETF strategies and solutions

  • Broad offering of passive and active ETF capabilities across all asset classes
  • Customized ETF solutions designed to meet immediate or long-term portfolio goals

Responsible investment strategies and solutions

  • Deep expertise in design solutions and approaches to meet the rigorous standards of both social responsibility and fundamental financial analysis


September 25, 2023

Sidestepping Cracks in Uncertain Markets

For the past several months, we’ve emphasized that the near-term economic outlook is relatively healthy, and that it’s not yet time to shift to a more defensive stance.
Sadiq Adatia
Weekly Commentary
September 25, 2023
September 2023

A Housing Head Fake

With inflation proving sticky in the U.S., are more rate hikes from the Fed in the cards? Will banks continue to be left behind as markets rally?
Sadiq Adatia
Weekly Commentary
September 18, 2023
September 2023

The ABCs of Alphabet’s Potential Breakup

Is the European Central Bank close to a rate-hiking pause? Could Alphabet be broken up by regulators, and what would that mean for Tech?
Sadiq Adatia
Weekly Commentary
September 11, 2023
September 2023

Will a September Selloff Lead to a December Rally?

What are the takeaways from the Bank of Canada’s latest interest rate decision? Should investors be expecting an autumn pullback in markets?
Sadiq Adatia
Weekly Commentary
September 5, 2023
September 2023

An Unusual Week: Jackson Hole and Q3 Bank Earnings

What did we learn from the Jackson Hole symposium?
Sadiq Adatia
Weekly Commentary
August 28, 2023
September 2023

Nvidia Does It Again

After Nvidia’s big earnings beat, will the market’s optimism around AI last?