Trade Ideas
An ability to earn incremental income through senior, floating rate exposures has been a powerful tailwind for CLO ETFs through a volatile market this year.
With headline risk dominating today’s market backdrop, investors have been navigating a choppy environment, and many have turned to dividend‑focused strategies. The appeal is understandable: companies that can pay stable and growing dividends often signal confidence, maturity, and financial strength.
Defence isn’t one-size-fits-all. Low vol, buffer and dividend ETF strategies can reshape risk and return profiles, and help steady clients’ nerves when markets test conviction.
Recent Podcasts
Why are pensions, insurers and family offices increasingly turning to ETFs — not just tactically, but at the core of portfolio construction? Bipan Rai sits down with Daniel Stanley, head of institutional sales and services at BMO Global Asset Management, to discuss liquidity, “portable alpha”, fixed income ETFs and how institutions are reshaping the active-versus-passive debate. This podcast was record on May 27, 2026.
In this episode, host Zayla Saunders and guest Sheldon Quan King from MSCI Canada explore why index choice is itself an investment decision — from how index construction methodology shapes investor outcomes, to the case for international small and mid cap equities, and the growing role of equal weight strategies in reducing concentration risk.
In this episode, Erika Toth and Hilly Cutler sit down with host Zayla Saunders to break down the rise of asset allocation ETFs in Canada: from their origins and evolution over the past decade to the fee innovations, flow trends, and real-world portfolio use cases shaping the space today.
Canadian investors are facing a complicated macro setup: a softer labour market, sticky inflation risks, tariff uncertainty and a bond market still trying to price the Bank of Canada’s next move. In this episode, Bipan is joined by TD Securities’ Andrew Kelvin to unpack what the latest data means for portfolios, discuss the rates outlook, yield curve, fixed income currency risk and more. This podcast was recorded on Tuesday, May 12, 2026.
Strategy & Insights
Actionable research, performance data and ETF education.
Strategy & Insights
Actionable research, performance data and ETF education.