E298 – 2026 ETF Industry Flows & Market Trends

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, ETFs at BMO GAM. Recorded live on January 7, 2026.

ETFs: · BMO SPDR Select Sector Index ETFs · BMO MSCI USA High Quality Index ETF (ZUQ) · BMO Covered Call Technology ETF (ZWT) · BMO SPDR Health Care Select Sector Index ETF (ZXLV) · BMO SPDR Financials Select Sector Index ETF (ZXLF) · BMO MSCI EAFE Index ETF (ZEA) · BMO MSCI Emerging Markets Index ETF (ZEM) · BMO Equal Weight Global Base Metals Hedged to CAD Index ETF (ZMT) · BMO Covered Call Canadian Banks ETF (ZWB) · BMO Long Short Canadian Equity ETF (ZLSC) · BMO Floating Rate High Yield ETF (ZFH) · BMO AAA CLO ETF (ZAAA)⁠ · BMO Covered Call Spread Gold Bullion ETF (ZWGD) · BMO Global Infrastructure Fund (BGIF) · BMO SPDR Health Care Select Sector Index ETF (Hedged Units) (ZXLV.F) · BMO SPDR Financials Select Sector Index ETF (Hedged Units) (ZXLF.F) · BMO AAA CLO ETF (Hedged Units) (ZAAA.F) · BMO MSCI USA High Quality Index ETF (Hedged Units) (ZUQ.F)

Sources: ETF Flows, according to the National Bank Report, December 2025 Top ETF trades for 2026: Conviction, context and a respect for unpredictability

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