Related Trade Ideas & Podcasts
Back by popular demand, we’re revisiting our BMO ETFs 2026 outlook. In this replay episode, join Bipan Rai and host Erika Toth as they break down key trends, highlight top ETF opportunities, and share strategies to help investors stay resilient in the months ahead. Erika Toth is Director and Head of ETF and Portfolio Consulting at BMO Global Asset Management (BMO GAM). Bipan Rai is Head of ETF Strategy, Exchange Traded Funds at BMO GAM. This episode was recorded live on Wednesday, January 7, 2026.
In today’s episode, special guest Mark Jarosz and your host, Zayla Saunders, revisit CLO ETFs. This time, they explore the middle of the capital stack that has BBB-tranches, which they’re calling a sweet spot. Stay tuned to find out why. Zayla Saunders is a Senior Associate of Online Distribution at BMO Global Asset Management (GAM). She is joined on the podcast by Mark Jarosz, Head, Private Credit, Alternatives at BMO GAM. The episode was recorded live on Tuesday, October 14, 2025.