Stratégie et perspectives connexes
Solutions de portefeuille tout-en-un
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.
Idées d’opérations et balados connexes
What did markets earn over the summer — and what does the back-to-school season mean for investors? In this episode, host Hilly Cutler sits down with Matt Montemurro to assess how equities, bonds, and commodities performed over the past few months, where ETF flows are heading, and what key themes — from Fed rate decisions to the AI trade and upcoming mega IPOs — could shape the final quarter of 2026. Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO Global Asset Management (BMO GAM) and Matt Montemurro is Head of Fixed Income and Equity Index ETFs at BMO GAM. This episode was recorded live on Monday, September 14, 2026.
Two ETFs can track the same asset class and still deliver very different results. In this episode, hosts Hilly Cutler and Zayla Saunders unpack how major indices—from the S&P 500 and Russell to MSCI and FTSE—are actually constructed, the different methodologies at play, and how they shape portfolio construction, from large-cap overlap to overlooked emerging market exposure. 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. This episode was recorded live on Monday, August 10, 2026.
Inflation remains an important consideration in portfolio construction, particularly as diversification within traditional financial assets can be less reliable across market environments. In this episode, special guest Brock Smusiak joins hosts Zayla Saunders and Hilly Cutler to discuss how ETFs across commodities, gold and inflation-linked bonds can help address portfolio risks within that broader context. 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 Brock Smusiak, Director, ETF Consultant at BMO GAM. This episode was recorded live on Monday, June 22, 2026.
Outils et le point sur le rendement
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