A CIO’s Framework for Tuning Out the Noise
With headlines flying and AI valuations under the microscope, how do you know what actually matters for your portfolio? In this episode, special guest Sadiq Adatia joins hosts Zayla Saunders and Hilly Cutler to share the framework his team uses to separate short-term noise from real shifts — and where he’s finding opportunity as markets weigh strong earnings against growing uncertainty.
Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. They are joined by Sadiq Adatia, Chief Investment Officer at BMO GAM. This episode was recorded live on Monday, July 20, 2026.
ETFs mentioned:
Sources:
‘This Week with Sadiq’ column
Source for prior week’s market developments is Morningstar Direct & BMO GAM, as at July 17, 2026.
HISA: High-Interest Savings Account
The Fed: The U.S. Federal Reserve Board
MAST: The Multi-Asset Solutions Team (MAST) works within BMO GAM to achieve the right balance between managing risks and seizing opportunities.
Emerging markets (EM): Major economies and many smaller countries such as China, India, Brazil, South Korea, Taiwan, and South Africa.
The United States-Mexico-Canada Agreement (USMCA) Agreement: A free trade pact that governs commerce between the U.S., Mexico, and Canada.
Duration: A measure of the sensitivity of the price of a fixed income investment to a change in interest rates. Duration is expressed as number of years. The price of a bond with a longer duration would be expected to rise (fall) more than the price of a bond with lower duration when interest rates fall (rise).
Disclaimers:
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