BMO ETF Dashboard | Podcast: Guided ETF Portfolio Strategy Q3 2026 -…

From record ETF inflows to a broadening AI story reshaping global equity markets, the investment landscape continues to evolve. In this episode, special guest Bipan Rai joins hosts Zayla Saunders and Hilly Cutler to unpack his quarterly portfolio strategy, and what it all means for investor positioning as Q3 gets underway.

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 Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO GAM. This episode was recorded live on Monday, July 06, 2026.

ETFs mentioned:

Sources:

‘Greenspan was early too’ – Q3 2026 portfolio strategy report

Morningstar Direct, BMO Global Asset Management as at July 3, 2026

Mark Burgess, “How Canada hit $1-trillion in gross ETF assets,” The Globe and Mail, June 26, 2026

Noushin Ziafati, “Canadian ETF flows surpassed the $100B asset mark in first half of 2026,” Investment Executive, July 6, 2026

‘Where is the Next AI Investment Opportunity?’ – Views from the Desk E320 with special guest Jeremy Yeung

AUM: Assets Under Management

GPU: Graphics Processing Unit

TIPS: Treasury Inflation-Protected Securities

The Fed: The U.S. Federal Reserve Board

Consumer Price Index (CPI) and Personal Consumption Expenditures (PCE): The two primary US inflation gauges. CPI tracks a fixed basket of consumer goods; PCE captures broader spending and is the Fed’s preferred inflation measure.

EAFE: Developed markets in Europe, Australasia, and the Far East

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).

Magnificent (Mag) 7: A group of seven high‑performing U.S. technology and tech‑adjacent companies — Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla.

Strait of Hormuz: A narrow waterway between Oman and Iran that connects the Persian Gulf to the Gulf of Oman and the Arabian Sea. It is considered one of the world’s most strategically significant shipping lanes, through which a substantial share of global oil and liquefied natural gas exports pass.

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