Oil is high, volatility is low, and the Canadian dollar isn’t behaving the way investors might expect. Bipan Rai welcomes Shaun Osborne, Chief FX Strategist at Scotiabank, to discuss the forces driving USD/CAD, the outlook for global currencies, and why the next big move in foreign exchange may be hiding in plain sight. This podcast was recorded on June 8, 2026

From Nasdaq and FTSE Russell to MSCI, the rules governing index inclusion are being rewritten in real time. In this episode, Matt Montemurro joins hosts Zayla Saunders and Hilly Cutler to unpack where the guardrails are bending, what SpaceX’s landmark IPO means for passive investors — and why the index you own may determine the exposure you get. 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 Matt Montemurro, Head of Fixed Income and Equity Index ETFs at BMO GAM. This episode was recorded live on Monday, June 8, 2026.

In this episode, Darim Abdullah joins hosts Zayla Saunders and Hilly Cutler to unpack why not all US equity exposure is created equal — from the mechanics of concentration risk in market cap weighted indices, to how equal weighting can broaden a portfolio’s return drivers and reduce reliance on a handful of mega cap names.

Why are pensions, insurers and family offices increasingly turning to ETFs — not just tactically, but at the core of portfolio construction? Bipan Rai sits down with Daniel Stanley, head of institutional sales and services at BMO Global Asset Management, to discuss liquidity, ​“portable alpha”, fixed income ETFs and how institutions are reshaping the active-versus-passive debate. This podcast was record on May 27, 2026.