From sidewalks to skyscrapers, ETF strategist Bipan Rai, Portfolio Manager Massimo Bonansinga, and your host, Andrew Vachon, drill down on the critical role infrastructure plays in economic growth and recovery. They also discuss how the sector has been impacted by the global trade war and share where they see potential opportunities. Andrew Vachon is Vice President of Product Marketing at BMO Global Asset Management (GAM). He is joined on the podcast by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds, BMO GAM, and Massimo Bonansinga, Portfolio Manager (Industrials and Utilities), Global Equity, BMO GAM. The episode was recorded live on Friday, May 30, 2025.

Massimo Bonansinga
Portfolio Manager (Industrials and Utilities), Global Equity
Massimo has over 30 years of financial, managerial and consulting experience and specializes in automotive, utilities, industrials and infrastructure. Most recently, he served as Vice President, Portfolio Management and Portfolio Manager at CI Global Asset Management. Massimo has an MBA (Finance) from the Wharton School of the University of Pennsylvania and a Master’s and Bachelor’s degree from Università Bocconi in Milan.