Trade Ideas
The end of the year is a special time. The slowing modulation of the markets gives many an analyst time to unplug, which inevitably leads to reflection about what the next year will bring. And as ideas begin to take shape, convictions start to form and a general sense of where the market is headed is reached.
It is almost always a humbling exercise.
For instance, just consider a subset of the important macro/market events from this year
Canada’s latest budget marks a major pivot toward long-term growth, with C$115B in infrastructure spending alongside substantial allocations for defense and housing. Alongside those investments, the Feds are encouraging private sector participation via regulatory streamlining and tax incentives.
Recent Podcasts
In this episode, Bipan Rai, Sohrab Movahedi, and your host, Skye Collyer, unpack Canada’s ‘Big Six’ banks’ Q1 2026 earnings — cutting through the noise on tariffs, growth drivers, and what resilience looks like in an uncertain macro environment. Skye Collyer is a Director of ETF Distribution at BMO Global Asset Management (BMO GAM). She is joined by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO GAM, and Sohrab Movahedi, Managing Director of Financials Research at BMO Capital Markets. This episode was recorded live on Tuesday, March 03, 2026.
For Canadian investors eyeing opportunities abroad, the question isn’t just where — it’s how. In this episode, Hilly Cutler joins host Saakshi Mehta to unpack international equities, covering the hedged versus unhedged debate, the regions and trends worth watching, and key trading practices for foreign market ETFs.
With the US market continuing to draw investor attention, Bipan surveys the current state of play, covering what the latest US data means for Fed policy and positioning, why AI’s productivity gains may benefit a narrow set of market participants rather than the broader economy, and where he sees hedging opportunities in the US dollar moving forward. This podcast was recorded live on February 18, 2026.
With the S&P 500 more concentrated than ever and international markets gaining momentum, how are investors building more resilient portfolios? In this episode, Roxanne Lapenna and Hilly Cutler join host Andrew Vachon to break down the latest ETF launches and what they could mean for income, diversification, and long-term returns. Andrew Vachon is Vice President of Product Marketing at BMO Global Asset Management (BMO GAM). He is joined on the podcast by Roxane Lapenna, Head of Retail Investment Specialists at BMO GAM and Hilly Cutler, Director, Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. This episode was recorded live on Wednesday, February 18, 2026.
Strategy & Insights
Actionable research, performance data and ETF education.
Strategy & Insights
Actionable research, performance data and ETF education.