Investors face the conundrum of a U.S. equity market that continues to move higher yet a U.S. dollar headed in the opposite direction, presenting a potential drag on total returns of U.S. assets. Bipan Rai, Managing Director of ETF and Alternatives Strategy for BMO Global Asset Management joins host Zayla Saunders to discuss strategies to shield portfolios from FX risk not just from a weaker U.S. dollar but global exposures. The episode was recorded live on Tuesday, September 16, 2025.

Central bank policy decisions amid mixed economic data loom large over North American credit markets this fall. Vishang Chawla, portfolio manager, active fixed income, joins Bipan to discuss key differences between Canadian and U.S. investment-grade and high yield bond market dynamics, and how slowing growth and inflation risks are affecting each. This podcast was recorded live on September 9, 2025.

Will it be another record-breaking year for Canadian ETF inflows? In this episode, Bipan Rai, Matt Montemurro, and your host, Erika Toth, delve into the latest industry data, exploring the seasonality of flows, currency hedging, fixed income positioning, a slight sector rotation, and a whole lot more. 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, BMO GAM and Matt Montemurro, Managing Director and Head of Fixed Income and Equity Index ETFs, Exchange Traded Funds, BMO GAM. The episode was recorded live on Wednesday, September 10, 2025.

Last quarter, our mantra was ​“the best offence is a good defence.” Does it still make sense in today’s environment? In this episode, special guest Sohrab Movahedi, ETF and Alternatives Strategist Bipan Rai, and your host, Skye Collyer, provide a third-quarter update on the Big Six, discussing recent earnings results, key themes to watch, and their outlook for the months ahead. Skye Collyer is a Director of ETF Distribution at BMO Global Asset Management. She is joined on the podcast by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds, at BMO Global Asset Management, and Sohrab Movahedi, Managing Director of Financials Research at BMO Capital Markets. This episode was recorded on Tuesday, September 2, 2025.