From shifting macro regimes to growing stagflation risks, the investment landscape continues to change. In this episode, special guest Bipan Rai and hosts Zayla Saunders and Hilly Cutler discuss central bank divergence, the evolving role of commodities, and what it all means for portfolio construction and positioning in the year ahead. 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 and Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO GAM. This episode was recorded live on Thursday, April 9, 2026.

What’s really moving credit markets in 2026? In this episode, Mark Jarosz joins host Acushla Vestby to cut through the headlines — breaking down where the opportunities lie, what risks to watch, and how credit alternatives fit into today’s portfolios. Acushla Vestby is Head of Structured Solutions and National Accounts at BMO Global Asset Management (BMO GAM). She is joined by Mark Jarosz, Head of Credit Alternatives at BMO GAM. This episode was recorded live on March 27, 2026.

From energy shocks and bond market tension to the surprising behaviour of gold and global equities, Bipan is joined by Brent Joyce, chief investment strategist for BMO Private Wealth to explore how investors can stay grounded when markets are moving seemingly minute-by-minute. The pair discuss how disciplined portfolio construction beats reactive decisions, carrying investors through the uncertainty. This podcast was recorded on Monday, April 6, 2026.