Trade Ideas
As inflation risks rise, a resilient allocation strategy could require more than stocks and bonds. Here are five ways to help hedge portfolios and diversify risk.
Managing concentration risk without sacrificing long‑term growth potential has become a key portfolio construction priority.
Recent Podcasts
Two ETFs can track the same asset class and still deliver very different results. In this episode, hosts Hilly Cutler and Zayla Saunders unpack how major indices—from the S&P 500 and Russell to MSCI and FTSE—are actually constructed, the different methodologies at play, and how they shape portfolio construction, from large-cap overlap to overlooked emerging market exposure. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. This episode was recorded live on Monday, August 10, 2026.
The U.S. Treasury Department and Japan have taken the unusual step of jointly stabilizing the Japanese Yen in global currency markets. Bipan Rai explores the direct implications for currencies and yields — and whether it marks the return of a more activist era in global FX policy. This podcast was recorded on August 4, 2026.
When it comes to accessing international equity, Canadian investors have options. In this episode, special guest Stephanie Ng joins hosts Zayla Saunders and Hilly Cutler to unpack Canadian Depositary Receipts (CDRs) — what they are, how they work, and why they’re a uniquely Canadian approach to global investing. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. They are joined by Stephanie Ng, Senior Associate, Specialized Sales at BMO GAM. This episode was recorded live on Monday, June 15, 2026.
Behind every ETF trade is a market structure that most investors never see. In this episode, special guest Roy Dimitrov takes hosts Hilly Cutler and Zayla Saunders into the engine room to explain what market makers really do, bust some of the biggest myths around ETF trading, and unpack why active ETFs may be the industry’s next big growth story. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. They are joined by Roy Dimitriv, Vice President, ETF Sales and Trading at BMO GAM. This episode was recorded live on Monday, July 27, 2026.
Strategy & Insights
Actionable research, performance data and ETF education.
Strategy & Insights
Actionable research, performance data and ETF education.