Bipan Rai

Bien que, jusqu’à présent, l’année a été difficile pour les titres de qualité, nous nous attendons à ce qu’ils génèrent de bons résultats pour la suite. Cette situation s’explique en grande partie par l’évolution du contexte macroéconomique favorisant les sociétés affichant des bénéfices stables, une politique monétaire toujours restrictive de la Fed et une exposition à l’IA.

The U.S. Treasury Department and Japan have taken the unusual step of jointly stabilizing the Japanese Yen in global currency markets. Bipan Rai explores the direct implications for currencies and yields — and whether it marks the return of a more activist era in global FX policy. This podcast was recorded on August 4, 2026.

Europe’s geopolitical wake-up calls are multiplying, but so are the reasons for cautious optimism. Jennifer Lee, senior economist at BMO Capital Markets, joins Bipan Rai to unpack Europe’s new spending regime, central-bank divergence, Japan’s weak yen and the global signals investors should watch next. This podcast was recorded on July 21, 2026.

Canada’s data are improving, but the outlook remains anything but clear. Jason Daw, head of North American rates strategy for RBC Capital Markets, joins Bipan to discuss what choppy growth, sticky policy uncertainty and a structurally stronger U.S. economy mean for the Bank of Canada, the Fed and cross-market rates. This podcast was recorded on July 7, 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.

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

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.

After a muted initial reaction to the U.S.-Israel strikes on Iran and risk that the conflict may rapidly widen, energy markets have started pricing in darker scenarios. In this episode, Bipan is joined by TD Securities commodities strategist Daniel Ghali, where the pair discuss the extent to which crude prices may rise further, as well as implications for the broader global commodities complex. This episode was recorded live on March 4, 2026.

A new floor price for world oil prices as well as rising forecasts for gold are two among many implications traders are weighing as tensions simmer between Iran, Israel as well as the United States. Bipan is joined by TD Securities strategist Daniel Ghali to discuss what impact the conflict has had on commodity and energy price expectations. This podcast was recorded live on June 24, 2025.

Sauf indication contraire, tous les cours, rendements et pondérations du portefeuille sont ceux à la clôture des marchés le 31 mars 2026.

Avez-vous déjà participé à une fête tellement réussie que vous auriez voulu la faire durer indéfiniment? Rappelez-vous de l’impression que vous avez lorsque les lumières se rallument, que le bar ferme et que la musique s’adoucit? Vous ressentez une certaine nostalgie à l’idée que la fête est terminée et qu’il est temps de retourner à la maison, même s’il est encore un peu trop tôt et que vous voulez continuer à danser.

Les solides bénéfices continuent de faire grimper les actions, mais le leadership sectoriel change sous la surface de la reprise.

L’analyse des antécédents des principaux indicateurs guides composites nous aide à comprendre où nous en sommes dans le cycle actuel et à mettre en contexte le rendement prévu de divers secteurs de l’économie.