Related Trade Ideas & Podcasts
As the year winds down, we’re taking a moment to reflect. In today’s episode, host Erika Toth is joined by Bipan Rai and Matt Montemurro to unpack the biggest ETF trends that shaped the Canadian equity space in 2025 — and explore what they could mean for the year ahead.
Looking for portfolio diversifiers? In this episode, special guests Roxane Lapenna, Jimmy Xu and your host, Andrew Vachon, delve into one of the world’s oldest assets, Gold, as well as the wider commodities complex, and several ways an exposure can help strengthen diversification. 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 Jimmy Xu, Head, Liquid Alts and Non Linear ETFs at BMO GAM. The episode was recorded live on Wednesday, October 29, 2025.
There has been a lot of demand for the safe haven of gold in 2025, while global central banks as well as investors in general remain bullish. Yet the precious metal is part of a wider commodities complex that holds several benefits that can aid client portfolios.