Where should investors be looking abroad? In this deep dive episode, Bipan Rai, Johan Ahlberg, and your host, Erika Toth, put international equities under the microscope. They explore trends in recent flows data, ways to diversify outside of Canada with ETFs and CDRs, and the outlook for the months ahead. Erika Toth is Director, Institutional & Advisory, Eastern Canada at BMO Global Asset Management (BMO GAM). She is joined on the podcast by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO GAM and Johan Ahlberg, Director, Development & Strategic Advisory, Structured Solutions at BMO GAM. The episode was recorded live on Wednesday, October 22, 2025.
Related Trade Ideas & Podcasts
As markets continue to send contradictory signals, ETF and Alternatives Strategist, Bipan Rai and host, Michelle Allen, analyze which parts of the prevailing narrative are fact — and which are fiction. Michelle Allen is a Senior Associate, Online Distribution, at BMO Exchange Traded Funds. She is joined on the podcast by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO Global Asset Management. The episode was recorded live on Wednesday, October 15, 2025.
While Quality has had a tough year so far, we expect it to perform going forward. This is largely due to a shifting macro backdrop that favours firms with stable earnings, a still-restrictive Fed monetary policy regime, and exposure to AI.