Related Strategy & Insights
Fixed Income Strategy (Q1 2025)
One of the more important themes over the past several months has been the sell-off in the long-end across numerous jurisdictions.
Of course, this theme has been led by a combination of macro and idiosyncratic factors – the latter of which has resulted in considerable spillover effects.
Related Trade Ideas & Podcasts
Podcast: Guided Portfolio Strategy Q2 2025 - March 31, 2025
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It’s always best to look before you leap. In this special episode, ETF Strategist Bipan Rai, and your host, Erika Toth, share why they are proceeding with a healthy degree of market caution over exuberance and provide a second quarter update on portfolio positioning. Erika Toth is a Director of Institutional and Advisory for 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. The episode was recorded live on Monday, March 31, 2025.
Podcast: Guided Portfolio Strategy Q1 2025 – January 29, 2025
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How are today’s hot-button issues impacting markets? In this episode, ETF Strategist Bipan Rai, and your host, Erika Toth, share more on their cautiously optimistic outlook and provide a first quarter update on portfolio positioning.