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 ...
Jan 22, 2026•30 min
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 is Head of ETF Strategy, Exchange Traded Funds at BMO Global Asset Management. Recorded live on Janua...
Jan 15, 2026•22 min
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 live on January 13, 2026. Show link (Spotify): https://open.spotify.com/show/54bsOfP7M4a6IMujUzRyB...
Jan 14, 2026•21 min
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 Strategy, Exchange Traded Funds at BMO GAM. This episode was recorded live on Wednesday, January 7,...
Jan 08, 2026•30 min
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 wealth and manage income more effectively—whether starting out or planning for retirement. Danielle N...
Jan 01, 2026•22 min
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 Rai, Head of ETF Strategy, ETFs at BMO GAM, and Matt Montemurro, Head of Fixed Income and Equity Index...
Dec 18, 2025•33 min
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 portfolios. This podcast was recorded live on December 16, 2025. Show link (Spotify): https://open.spot...
Dec 17, 2025•23 min
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.com/show/54bsOfP7M4a6IMujUzRyBK Show link (Apple Podcasts): https://podcasts.apple.com/us/po...
Dec 12, 2025•27 min
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, Exchange Traded Funds at BMO GAM, and Sohrab Movahedi, Managing Director of Financials Research at BM...
Dec 11, 2025•28 min
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 Chair, BMO ETFs, BMO GAM. Recorded live on Nov 27, 2025. ETFs: BMO S&P/TSX Capped Composite Index ET...
Dec 04, 2025•34 min
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://podcasts.apple.com/us/podcast/the-open-outcry/id1804618898 Show link (Amazon Music): https://mu...
Dec 03, 2025•12 min
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 Managing Director of ETF Sales and Strategy, TD Securities. Recorded live on Nov 24, 2025. BMO Covered...
Nov 27, 2025•35 min
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/54bsOfP7M4a6IMujUzRyBK Show link (Apple Podcasts): https://podcasts.apple.com/us/podcast/the-open-out...
Nov 26, 2025•38 min
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 Funds, and Dante Rossi, Director, Tax Planning, BMO Private Wealth. Recorded live on November 17, 2025...
Nov 20, 2025•21 min
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. The viewpoints expressed by the speakers represent their assessment of the markets at the time of publica...
Nov 13, 2025•22 min
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 Credit Default for AAA-rated tranches (zero defaults) and for BBB-rated tranches (low): Bloomberg, as of De...
Nov 06, 2025•16 min
Looking for portfolio diversifiers? In this episode, special guests Roxane Lapenna, Jimmy Xu and host Andrew Vachon delve into one of the world’s oldest assets, Gold, as well as the wider commodities complex, and several ways an exposure can help strengthen diversification. Recorded live on October 29, 2025. ETFs: BMO Broad Commodity ETF (ZCOM) BMO Gold Bullion ETF (ZGLD) BMO Covered Call Spread Gold Bullion ETF (ZWGD) BMO Equal Weight Global Gold Index ETF (ZGD) Futures Contract: a standardized...
Oct 30, 2025•17 min
The AI capex boom is helping spur equity valuations higher, but prompting worries about a potentially painful market correction. Brent Joyce of BMO Private Wealth, joins Bipan to discuss why this cycle truly is different, as well as the outlook for earnings through next year. This podcast was record live on October 23, 2025. Show link (Spotify): https://open.spotify.com/show/54bsOfP7M4a6IMujUzRyBK Show link (Apple Podcasts): https://podcasts.apple.com/us/podcast/the-open-outcry/id180...
Oct 29, 2025•29 min
Where should investors be looking abroad? In this deep dive episode, Bipan Rai, Johan Ahlberg, and host Erika Toth put international equities under the microscope. They explore trends in recent flows data, ways to diversify outside of Canada with ETFs and CDRs, and the outlook for the months ahead. Erika Toth is Director, Institutional & Advisory, Eastern Canada at BMO Global Asset Management (BMO GAM). She is joined by Bipan Rai, Head of ETF Strategy, ETFs at BMO GAM and Johan Ahlberg, Dire...
Oct 23, 2025•20 min
Former Bank of Canada Governor Stephen Poloz joins Bipan to discuss the implications of the fourth industrial revolution now underway, and how Canadian policymakers can respond to seismic shifts to the economy. This podcast was recorded live on October 16, 2025. Show link (Spotify): https://open.spotify.com/show/54bsOfP7M4a6IMujUzRyBK Show link (Apple Podcasts): https://podcasts.apple.com/us/podcast/the-open-outcry/id1804618898 Show link (Amazon Music): https://music.amazon.ca...
Oct 21, 2025•42 min
As markets continue to send contradictory signals, ETF and Alternatives Strategist, Bipan Rai and host, Michelle Allen, analyze which parts of the prevailing narrative are fact—and which are fiction. Michelle Allen is a Senior Associate, Online Distribution, at BMO ETFs. She is joined by Bipan Rai, Head of ETF Strategy, ETFs at BMO Global Asset Management. Recorded live on Oct 15, 2025. Q4 Portfolio Strategy Report and Fixed Income Strategy Report ETFs mentioned: BMO MSCI USA High Quality Index ...
Oct 16, 2025•21 min
A surprisingly hardline stance from Beijing on rare earths exports combined with Trump’s renewed threat of steep import tariffs has swiftly thrust global trade tensions back to the forefront for markets. TD Cowen’s Chris Krueger joins Bipan to discuss where the trade war could go from here—amid an ongoing U.S. government shutdown that may last for weeks or more. This podcast was recorded live on October 14, 2025. Show link (Spotify): https://open.spotify.com/show/54bsOfP7M4a6IMujUzRyBK S...
Oct 15, 2025•26 min
Today, we have a special treat for our listeners—a deep dive episode of the BMO Smarter Investing podcast. Join Kevin Prins and your host, Erin Allen, as they delve into the transformative world of asset allocation ETFs. Discover their growth, benefits, and how they simplify investing for both novice and seasoned investors. Listen to BMO Smarter Investing on Spotify Listen to BMO Smarter Investing on Apple ETFs mentioned: BMO All-Equity ETF (ZEQT) BMO Growth ETF (ZGRO) BMO Balanced ETF (ZBAL) BM...
Oct 09, 2025•18 min
What exactly are long-shorts? And how do they differ from traditional ETFs? In this episode, special guest Lu Lin and host, Erika Toth, delve into the popular alternative strategy, answering frequently asked questions on benefits, portfolio construction, and more. Erika Toth is Director, Institutional & Advisory at BMO Global Asset Management (BMO GAM). Lu Lin is Head of Quantitative Investments at BMO GAM. Recorded live on Oct 1, 2025. ETFs mentioned in the podcast: BMO Long Short US Equity...
Oct 02, 2025•17 min
Central banks have been the biggest source of demand for bullion in recent years, however, that is shifting as new entrants alter the balance of power. Daniel Ghali of TD Securities joins Bipan to discuss current market dynamics, as well as the outlook for silver and copper. This episode was recorded live on September 30, 2025. Show link (Spotify): https://open.spotify.com/show/54bsOfP7M4a6IMujUzRyBK Show link (Apple Podcasts): https://podcasts.apple.com/us/podcast/the-open-outcry/i...
Oct 01, 2025•20 min
In this episode, special guest Valerie Grimba and your host, Danielle Neziol, take a deep dive into the Canadian equity market. They compare it to other regions, drill down on key currency questions, and discuss three main areas Canadians are investing their loonies, according to recent data. Danielle Neziol is Vice President of Direct Distribution at BMO Global Asset Management. She is joined on thepodcast by Valerie Grimba, Director, Global ETF Strategy at RBC Capital Markets. The episode was ...
Sep 25, 2025•18 min
Slack is building in multiple areas of the Canadian economy, while immigration trends that were supporting growth are now reversing. Robert Kavcic, senior economist with BMO Capital Markets joins Bipan to explore the macro themes impacting inflation, the housing market and broader economic backdrop now through next year. This podcast was recorded live on September 22, 2025. Show link (Spotify): https://open.spotify.com/show/54bsOfP7M4a6IMujUzRyBK Show link (Apple Podcasts): https://p...
Sep 24, 2025•25 min
Investors face the conundrum of a U.S. equity market that continues to move higher yet a U.S. dollar headed in the opposite direction, presenting a potential drag on total returns of U.S. assets. Bipan Rai, Managing Director of ETF and Alternatives Strategy for BMO Global Asset Management joins host Zayla Saunders to discuss strategies to shield portfolios from FX risk not just from a weaker U.S. dollar but global exposures. The episode was recorded live on Tuesday, September 16, 2025. Funds men...
Sep 18, 2025•22 min
Will it be another record-breaking year for Canadian ETF inflows? In this episode, Bipan Rai, Matt Montemurro, and your host, Erika Toth, delve into the latest industry data, exploring the seasonality of flows, currency hedging, fixed income positioning, a slight sector rotation, and a whole lot more. Erika Toth is a Director of Institutional and Advisory for Eastern Canada at BMO Global Asset Management(BMO GAM). She is joined on the podcast by Bipan Rai, Head of ETF Strategy, ETFs, BMO GAM and...
Sep 11, 2025•28 min
Central bank policy decisions amid mixed economic data loom large over North American credit markets this fall. Vishang Chawla, portfolio manager, active fixed income, joins Bipan to discuss key differences between Canadian and U.S. investment-grade and high yield bond market dynamics, and how slowing growth and inflation risks are affecting each. This podcast was recorded live on September 9, 2025. Show link (Spotify): https://open.spotify.com/show/54bsOfP7M4a6IMujUzRyBK Show link (Appl...
Sep 10, 2025•25 min
