BMO ETFs: Views from the Desk

In this episode, Bipan Rai, Sohrab Movahedi, and your host, Skye Collyer, unpack Canada's ‘Big Six’ banks' Q1 2026 earnings — cutting through the noise on tariffs, growth drivers, and what resilience looks like in an uncertain macro environment. Skye Collyer is a Director of ETF Distribution at BMO Global Asset Management (BMO GAM). She is joined by Bipan Rai, Head of ETF Strategy, Exchang...

For Canadian investors eyeing opportunities abroad, the question isn't just where — it's how. In this episode, Hilly Cutler joins host Saakshi Mehta to unpack international equities, covering the hedged versus unhedged debate, the regions and trends worth watching, and key trading practices for foreign market ETFs. Saakshi Mehta is Vice President of ETF & Alternatives Strategy at BMO G...

With the US market continuing to draw investor attention, Bipan surveys the current state of play, covering what the latest US data means for Fed policy and positioning, why AI's productivity gains may benefit a narrow set of market participants rather than the broader economy, and where he sees hedging opportunities in the US dollar moving forward. This podcast was recorded live on February 1...

With the S&P 500 more concentrated than ever and international markets gaining momentum, how are investorsbuilding more resilient portfolios? In this episode, Roxanne Lapenna and Hilly Cutler join host Andrew Vachon to break down the latest ETF launches and what they could mean for income, diversification, and long-term returns. Andrew Vachon is Vice President of Product Marketing at BMO Globa...

What happens when an aging population reshapes an entire nation’s financial future? In this episode, Alain Desbiens joins host Michelle Allen to unpack how Canada’s demographic shift is transforming retirement planning, creating new challenges—and long‑term opportunities—for today’s investors. Michelle Allen is Senior Associate, Online Distribution at BMO Exchange Traded Funds and Alain Desbiens i...

In this episode, Bipan Rai and Matt Montemurro join host, Esther Choi to unpack the latest trends in global commodity markets, exploring how broad-based commodity ETFs can streamline access to multiple futures exposures and offer investors a simple, cost-efficient approach to portfolio diversification.  Esther Choi is Vice President, ETF Specialist, BMO ETFs at BMO Global Asset Management (BMO GAM...

Two simmering forces have helped drive historic swings in gold and silver prices in recent weeks: further erosion in the U.S. dollar’s global reserve currency status, as well as a shift among several governments to prioritize the stockpiling of resources and industrial production. Bipan is joined by Daniel Ghali, senior commodity strategist at TD Securities, to discuss the outlook for the precious...

Gold’s surge past $5,000 (U.S.) an ounce amid policy rate pauses from both the Federal Reserve and Bank of Canada have given macroeconomic watchers much to discuss. Bipan is joined by RBC Capital Markets’ Jason Daw to talk about what they expect for yields, term premia, trade risks and more. This podcast was recorded live on January 29, 2026. Show link (Spotify): ⁠⁠⁠⁠https://open.spotify.com/show/...

For Canadian investors, choosing between hedged and unhedged ETFs is a key decision when building global portfolios. In this episode, Bipan Rai and Jennifer Li join host Erika Toth to discuss how these preferences have evolved in recent years, how advisors can align hedging decisions with clients' investment policies, and the foreign exchange dynamics shaping Canada's ETF market. Erika Tot...

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 St...

From shifting policy signals to growing interest in commodities, the investing playbook is evolving. In this episode, ETF and Alternatives Strategist Bipan Rai and host Michelle Allen discuss what these developments could mean for portfolio strategies and fixed income positioning in the year ahead.  Michelle Allen is Senior Associate, Online Distribution at BMO Exchange Traded Funds and Bipan Rai...

The new year has begun with no shortage of fireworks for bond investors, with multiple geopolitical shocks confronting credit markets. Bipan is joined by Vishang Chawla, active fixed income portfolio manager at BMO Global Asset Management, to discuss how credit markets are responding, and what could drive yields as well as allocation decisions over the balance of 2026. This podcast was recorded li...

What do stretched valuations, resilient commodities, and shifting monetary policies mean for your portfolio in 2026? Join Bipan Rai and host Erika Toth as they unpack these trends and share top ETF strategies for navigating today’s unpredictable geopolitical landscape. Erika Toth is Director and Head of ETF and Portfolio Consulting at BMO Global Asset Management (BMO GAM). Bipan Rai is Head of ETF...

Asset allocation ETFs offer simplicity, diversification, and low fees—making them an increasingly popular choice for Canadian investors. But with more than 90 options on the market, finding the best fit can be challenging. In today’s episode, Alain Desbiens joins host Danielle Neziol to explore the unique benefits of these all-in-one solutions and highlight BMO ETFs that can help investors build w...

As the year winds down, we’re taking a moment to reflect. In today’s episode, host Erika Toth is joined by Bipan Rai and Matt Montemurro to unpack the biggest ETF trends that shaped the  Canadian equity space in 2025—and explore what they could mean for the year ahead.   Erika Toth is Director and Head of ETF and Portfolio Consulting at BMO Global Asset Management (BMO GAM). She is joined by Bipan...

A variety of factors, from positive correlations between stocks and bonds to improving access via new products and fund structures, have made alternative asset classes increasingly important considerations in allocation decisions. John de Goey, author and portfolio manager at Designed Wealth Management, joins Bipan to discuss his approach to alternatives, and the future of alts in Canadian portfol...

With attention turning toward capital allocation decisions for 2026, Bipan is joined by BMO Global Asset Management CIO Sadiq Adatia to examine key themes poised to shape financial markets, as well as sectors and geographies that could benefit from a constructive macro backdrop or specific strengths. This podcast was recorded live on December 11, 2025. Show link (Spotify): ⁠⁠⁠⁠https://open.spotify...

In this episode, Sohrab Movahedi, Bipan Rai, and your host, Skye Collyer, delve into Q4 Canadian bank earnings, touching on what’s driving growth and the unifying theme of resilience through diversification. They also share their 2026 outlook for the Big Six. Skye Collyer is a Director of ETF Distribution at BMO Global Asset Management (BMO GAM). She is joined by Bipan Rai, Head of ETF Strategy, E...

Portfolios are only as strong as their foundations. In today’s episode, Alain Desbiens joins your host, Erika Toth, to take a deep dive into low-cost core ETFs and how they can do the heavy-lifting for investors’ financial goals at any stage of life. Erika Toth is Director and Head of ETF and Portfolio Consultants at BMO Global Asset Management (BMO GAM). She is joined by Alain Desbiens, Vice Chai...

With the final weeks of trading for 2025 underway, Bipan surveys some key data points shaping markets through year-end and into 2026, while diving into two sectors with tailwinds that could benefit investors through next year. This podcast was recorded live on December 1, 2025. Show link (Spotify): ⁠⁠⁠⁠https://open.spotify.com/show/54bsOfP7M4a6IMujUzRyBK⁠⁠⁠⁠ Show link (Apple Podcasts): ⁠⁠⁠https://...

In today’s episode, special guest Andres Rincon and your host, Erika Toth, reflect on the top ETF trends from the year, including industry flows, new innovative listings, and enhanced fee transparency coming soon from the investment industry. Plus, what investors can expect in 2026. Erika Toth is Director and Head of ETF and Portfolio Consultants at BMO Global Asset Management. Andres Rincon is Ma...

Hundreds of billions of dollars have been allocated to building out compute capacity in recent months—with hundreds of billions more to come next year. Bipan is joined by Malcolm White, BMO Global Asset Management portfolio manager, to discuss sector expectations for 2026 and beyond. This podcast was record live on November 25, 2025. Show link (Spotify): ⁠⁠⁠⁠https://open.spotify.com/show/54bsOfP7M...

As 2025 nears its close, your host Erika Toth sits down with special guests Dante Rossi and Erin Allen to talk about tax-loss harvesting—including important dates to remember—and tips to help investors navigate year-end. Erika Toth is Director and Head of ETF and Portfolio Consultants at BMO Global Asset Management. She is joined by Erin Allen, Director, Direct Distribution, BMO Exchange Traded Fu...

What’s in the 2025 Federal Budget? In today’s episode, special guest Larry Berman and host, Danielle Neziol, delve into the government’s extensive proposal and what it could mean for the Canadian economy and investors. Recorded live on Nov 4, 2025.    2025 Federal Budget REITs: Real Estate Investment Trusts Disclaimers: Please visit for full disclaimers This podcast is for information purposes. Th...

In today’s episode, special guest Mark Jarosz and host Zayla Saunders revisit CLO ETFs. This time, they explore the middle of the capital stack that has BBB-tranches, which they're calling a sweet spot. Stay tuned to find out why. Recorded live on October 14, 2025. ETFs: BMO AAA CLO ETF (ZAAA) (Launched April 30, 2025) BMO BBB CLO ETF (ZBBZ) (Launched September 10, 2025) 30-Year History of Cre...