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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.
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.
Inflation remains an important consideration in portfolio construction, particularly as diversification within traditional financial assets can be less reliable across market environments. In this episode, special guest Brock Smusiak joins hosts Zayla Saunders and Hilly Cutler to discuss how ETFs across commodities, gold and inflation-linked bonds can help address portfolio risks within that broader context. 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 Brock Smusiak, Director, ETF Consultant at BMO GAM. This episode was recorded live on Monday, June 22, 2026.
As inflation risks rise, a resilient allocation strategy could require more than stocks and bonds. Here are five ways to help hedge portfolios and diversify risk.
In this episode, Hilly Cutler joins host Zayla Saunders to unpack what ETF flows are revealing as we move through 2026 — the shift toward low-cost indexing, which Canadian sectors are leading the charge, and how rising yields are reshaping the bond landscape. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM). She is joined by Hilly Cutler, Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. This episode was recorded live on Monday, May 11, 2026. ETFs mentioned: