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
Both the Bank of Canada and the U.S. Federal Reserve held rates steady last week — but the real story was in the details. In this episode, Saakshi Mehta and host, Zayla Saunders, unpack the messaging behind the holds, what the Fed’s new leadership could mean for markets, and why a 60−20−20 portfolio approach is worth a closer look right now. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM). She is joined by Saakshi Mehta, Vice President, ETF & Alternative Strategy at BMO GAM. This episode was recorded live on Monday, May 4, 2026.
The federal deficit came in better than expected for fiscal 2025-26, but the path forward remains wide. Robert Kavcic, senior economist with BMO Capital Markets joins Bipan to break down the 2026 Spring Economic Update, including how Ottawa used its extra fiscal room, what the new sovereign wealth fund could mean in practice, and how Canada’s fiscal position stacks up against its G7 peers. This podcast was recorded on May 1, 2026. FOMC: Federal Open Market Committee
In this episode, host Zayla Saunders sits down with Roxane Lapenna to break down the mechanics behind the covered call ETF shelf: from option premium and cash flow generation to the realities of NAV erosion and what it all means for your portfolio. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM). She is joined by Roxane Lapenna, Head of Retail Investment Specialists at BMO GAM. This episode was recorded live on April 27, 2026.
Private credit is under pressure — but how concerned should investors be? Bipan is joined by Mark Jarosz, head of credit alternatives at BMO Global Asset Management, to break down default data, liquidity and retail flows. They explore why institutional capital remains steady, how today’s market differs from the Global Financial Crisis, and what’s actually driving volatility beneath the headlines. This podcast was recorded on April 22, 2026.
Strategy & Insights
Actionable research, performance data and ETF education.
Strategy & Insights
Actionable research, performance data and ETF education.