Trade Ideas
Recent Podcasts
China’s building boom drove the last metals supercycle. What’s driving this one? Helen Amos of BMO Capital Markets joins Bipan to discuss why copper miners could struggle to keep pace as countries expand power grids and build AI data centres, and who’s buying gold when prices dip. This podcast was recorded on November 10, 2026.
Car loans, credit card balances, even the revenue from a restaurant chain: all of these can be pooled and turned into investments. In this episode, Mark Jarosz joins hosts Zayla Saunders and Hilly Cutler to explain how structured credit brings these together, how CLOs and asset-backed securities differ, and the role both asset classes may play in a diversified fixed income portfolio. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM), Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM, and Mark Jarosz is Head of Credit Alternatives at BMO GAM. This episode was recorded live on November 9, 2026.
Could the U.S. midterms change the outlook for Canadian investors? TD Cowen’s Chris Krueger returns to join Bipan for a look at the races to watch and what a shift in congressional control could mean for trade, tariffs and Washington’s spending plans. They explore what a more pro-Canada Congress may offer, the prospect of renewed debt-ceiling battles and whether growing scrutiny of AI will translate into regulation. This podcast was recorded live on October 26, 2026.
Geopolitics, property slowdowns, and lingering uncertainty — these are reasons some investors may have kept one of the world’s largest economies at arm’s length. But according to Sadiq Adatia and Aaron Ge, the headlines don’t tell the whole story. In this episode, they join host Zayla Saunders to look beneath the surface, dispel common misconceptions, and explore what on-the-ground insights reveal about China’s evolving equity landscape. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM), Sadiq Adata is Chief Investment Officer (CIO) at BMO GAM, and Aaron Ge is Deputy CIO of Equity Investment at Fullgoal Asset Management (Hong Kong). This episode was recorded live on Tuesday, October 27, 2026.
Strategy & Insights
Actionable research, performance data and ETF education.
Strategy & Insights
Actionable research, performance data and ETF education.