As a shifting economic backdrop fans recession fears in the U.S., is a soft landing still on the table? In this episode, ETF Strategist Bipan Rai, and your host, Erika Toth, analyze the market outlook. They also discuss our third quarter investment strategy reports and portfolio construction across asset classes. 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, at BMO GAM. The episode was recorded live on Wednesday, August 28, 2024.

In this special episode, ETF Strategist Bipan Rai, and your host, Erika Toth, delve into the latest ETF industry flows and the top themes shaping markets amid recent bouts of volatility. They also explore several solutions to stay invested and keep calm when the market is not. 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, at BMO GAM. The episode was recorded live on Wednesday, August 21, 2024.

Is the U.S. heading for a recession? In today’s episode, Portfolio Manager Chris Heakes, ETF Strategist Bipan Rai, and your host, Mckenzie Box, examine key economic indicators and historical trends. They also share defensive strategies to add to your investing toolkit

When will the U.S. Federal Reserve make its move? In today’s episode, Portfolio Managers Chris Heakes, Matt Montemurro, and your host, Mckenzie Box, scrutinize the odds of a September cut — and discuss ways to get ahead of falling rates. They also touch on fixed income positioning and gold. McKenzie Box is Vice President of Product Management and Strategy at BMO Global Asset Management (BMO GAM). She is joined on the podcast by Chris Heakes and Matt Montemurro, Portfolio Managers and ETF Specialists at BMO GAM. The episode was recorded live on Thursday, August 1, 2024.