Trade Ideas
What exactly are long-shorts? And how do they differ from traditional ETFs? In this episode, special guest Lu Lin and your 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, Eastern Canada at BMO Global Asset Management (BMO GAM). She is joined on the podcast by Lu Lin, Head of Quantitative Investments at BMO GAM. The episode was recorded live on Wednesday, October 1, 2025.
One of the more interesting wrinkles of the current rally in Gold is that it’s been accompanied by an uptick in global ETF holdings of the precious metal. That means retail/institutional investors are getting in on the fun this time around – which is a bit of a departure from what we saw between late 2022 and early 2024. During that period, retail/institutional liquidation of Gold was accommodated by central bank buying. Why are retail/institutional investors more inclined to participate now? Three reasons:
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 the podcast by Valerie Grimba, Director, Global ETF Strategy at RBC Capital Markets. The episode was recorded live the week of September 19, 2025.
While Quality has had a tough year so far, we expect it to perform going forward. This is largely due to a shifting macro backdrop that favours firms with stable earnings, a still-restrictive Fed monetary policy regime, and exposure to AI.
Recent Podcasts
What exactly are long-shorts? And how do they differ from traditional ETFs? In this episode, special guest Lu Lin and your 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, Eastern Canada at BMO Global Asset Management (BMO GAM). She is joined on the podcast by Lu Lin, Head of Quantitative Investments at BMO GAM. The episode was recorded live on Wednesday, October 1, 2025.
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 other metals. This episode was recorded live on September 30, 2025.
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 the podcast by Valerie Grimba, Director, Global ETF Strategy at RBC Capital Markets. The episode was recorded live the week of September 19, 2025.
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.
Strategy & Insights
Actionable research, performance data and ETF education.
Strategy & Insights
Actionable research, performance data and ETF education.