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In today’s episode, Bipan Rai, Matt Montemurro, and your host, Erika Toth, break down the recent federal election results. They discuss the Liberal government’s priorities, interprovincial trade barriers, the economic outlook — and what it all means for investors. Erika Toth is a Director of Institutional and Advisory 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, and Matt Montemurro, Managing Director and Head of Fixed Income & Equity Index ETFs, Exchange Traded Funds, at BMO GAM. The episode was recorded live on Tuesday, May 6, 2025.

Will inflation’s sudden spike push the Bank of Canada to press pause on rate cuts? In this episode, Bipan Rai, Matt Montemurro, and your host, Erika Toth, examine Canada’s latest CPI print. They also discuss the outcome of this week’s Fed meeting, the outlook for the REITs, and fixed income positioning for the months ahead.