Idées de négociation et balados

Looking for portfolio diversifiers? In this episode, special guests Roxane Lapenna, Jimmy Xu and your host, Andrew Vachon, delve into one of the world’s oldest assets, Gold, as well as the wider commodities complex, and several ways an exposure can help strengthen diversification. Andrew Vachon is Vice President of Product Marketing at BMO Global Asset Management (BMO GAM). He is joined on the podcast by Roxane Lapenna, Head of Retail Investment Specialists at BMO GAM and Jimmy Xu, Head, Liquid Alts and Non Linear ETFs at BMO GAM. The episode was recorded live on Wednesday, October 29, 2025.

The AI capex boom is helping spur equity valuations higher, but prompting worries about a potentially painful market correction. Brent Joyce of BMO Private Wealth, joins Bipan to discuss why this cycle truly is different, as well as the outlook for earnings through next year. This podcast was record live on October 23, 2025.

Where should investors be looking abroad? In this deep dive episode, Bipan Rai, Johan Ahlberg, and your host, Erika Toth, put international equities under the microscope. They explore trends in recent flows data, ways to diversify outside of Canada with ETFs and CDRs, and the outlook for the months ahead. Erika Toth is Director, Institutional & Advisory, 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 at BMO GAM and Johan Ahlberg, Director, Development & Strategic Advisory, Structured Solutions at BMO GAM. The episode was recorded live on Wednesday, October 22, 2025.

Former Bank of Canada Governor Stephen Poloz joins Bipan to discuss the implications of the fourth industrial revolution now underway, and how Canadian policymakers can respond to seismic shifts to the economy. This podcast was recorded live on October 16, 2025. This podcast was recorded live on October 16, 2025.

As markets continue to send contradictory signals, ETF and Alternatives Strategist, Bipan Rai and host, Michelle Allen, analyze which parts of the prevailing narrative are fact — and which are fiction. Michelle Allen is a Senior Associate, Online Distribution, at BMO Exchange Traded Funds. She is joined on the podcast by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO Global Asset Management. The episode was recorded live on Wednesday, October 15, 2025.

A surprisingly hardline stance from Beijing on rare earths exports combined with Trump’s renewed threat of steep import tariffs has swiftly thrust global trade tensions back to the forefront for markets. TD Cowen’s Chris Krueger joins Bipan to discuss where the renewed trade war could go from here — amid an ongoing U.S. government shutdown that could go on for weeks or more. This podcast was recorded live on October 14, 2025.

Today, we have a special treat for our listeners — a deep dive episode of the BMO Smarter Investing podcast. Join Kevin Prins and your host, Erin Allen, as they delve into the transformative world of asset allocation ETFs. Discover their growth, benefits, and how they simplify investing for both novice and seasoned investors.

What exactly are long-shorts? And how do they differ from traditional ETFs? In this episode, special guest Lu Lin and your host, Erika Toth, delve into the popular alternative strategy, answering frequently asked questions on benefits, portfolio construction, and more. Erika Toth is Director, Institutional & Advisory, Eastern Canada at BMO Global Asset Management (BMO GAM). She is joined on the podcast by Lu Lin, Head of Quantitative Investments at BMO GAM. The episode was recorded live on Wednesday, October 1, 2025.

Central banks have been the biggest source of demand for bullion in recent years, however, that is shifting as new entrants alter the balance of power. Daniel Ghali of TD Securities joins Bipan to discuss current market dynamics, as well as the outlook for silver and other metals. This episode was recorded live on September 30, 2025. 

In this episode, special guest Valerie Grimba and your host, Danielle Neziol, take a deep dive into the Canadian equity market. They compare it to other regions, drill down on key currency questions, and discuss three main areas Canadians are investing their loonies, according to recent data. Danielle Neziol is Vice President of Direct Distribution at BMO Global Asset Management. She is joined on the podcast by Valerie Grimba, Director, Global ETF Strategy at RBC Capital Markets. The episode was recorded live the week of September 19, 2025.

Slack is building in multiple areas of the Canadian economy, while immigration trends that were supporting growth are now reversing. Robert Kavcic, senior economist with BMO Capital Markets joins Bipan to explore the macro themes impacting inflation, the housing market and broader economic backdrop now through next year. This podcast was recorded live on September 22, 2025.

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.

The early autumn has been accompanied in recent years by broad market weakness and heightened volatility, and this September appears to be no exception. Bipan looks at what’s driving the phenomenon, as well as other macro factors currently impacting financial markets. This episode was recorded live on September 2, 2025.

Exchange-traded funds were once thought to be a passing fad in investing; now, 35 years later, the ETF industry is booming. In this special episode, Vice Chair of BMO ETFs Alain Desbiens, and your host, Erika Toth, take a look back at where it all began, the evolution of this Canadian invention — and what’s next. Erika Toth is a Director of Institutional and Advisory for Eastern Canada at BMO Global Asset Management. She is joined on the podcast by Alain Desbiens, Vice Chair at BMO Exchange Traded Funds. The episode was recorded live on Tuesday, August 19, 2025.

Do we really know AI? In this episode, Portfolio Manager Malcolm White, ETF and Alternatives Strategist Bipan Rai, and your host, Zayla Saunders, take a deep dive into artificial intelligence and the unknown limits to its potential. They also explore key trends, tech earnings, and the knowledge revolution. Zayla Saunders is a Senior Associate of Online Distribution at BMO Global Asset Management (BMO GAM). She is joined on the podcast by Malcolm White, Portfolio Manager (Technology, Media and Communications), Global Equity, at BMO GAM, and Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO GAM. The episode was recorded live on Wednesday, August 13, 2025.

Monetizing volatility through structured rate instruments has become a trusted income strategy, including for the BMO Strategic Fixed Income Yield Fund, sometimes called BMO’s ​“structured rates fund.” Portfolio manager Olivia Pei joins Bipan to discuss how the vehicle is constructed, the way it differs from comparable strategies such as covered calls and its use case as a diversified income generator for cash-focused portfolios. This podcast was recorded live on August 12, 2025.

What’s next for U.S.-Canada trade? In this episode, ETF and Alternatives Strategist Bipan Rai, and your host, Erika Toth, break down the current and potential implications of reciprocal tariffs and explore key data points to watch. They also share their outlook for the months ahead and portfolio positioning for U.S. and Canadian assets. Erika Toth is Director, Institutional & Advisory, 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 at BMO GAM. The episode was recorded live on Wednesday, August 6, 2025.

The latest U.S. jobs report has sent tremors through financial markets, altering odds of when — and how quickly — the U.S. Federal Reserve will commence its cutting cycle. Ali Jaffery of CIBC Economics joins Bipan to break down the recent string data flow from south of the border, and what it means for investors. Ali also provides advice on fantasy football for the upcoming season. This podcast was recorded live on August 5, 2025.

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.

In today’s episode, special guest Jeremy Fehr, and your host, Erika Toth, dive into the history of SIA Wealth and explore its innovative approach to tactical investing through relative strength technology. Erika Toth is a Director of Institutional and Advisory at BMO Global Asset Management. She is joined on the podcast by Jeremy Fehr, Chief Executive Officer & Founder, SIA Wealth Management & SIACharts. The episode was recorded live on Tuesday, May 13, 2025.

In this special episode, Portfolio Managers Jonathan Lau and Olivia Li, and your host, Skye Collyer, take a deep dive into covered call ETFs — discussing how they work and strategies to utilize them for portfolio positioning in today’s marketplace. Skye Collyer is a Director of ETF Distribution at BMO Global Asset Management. She is joined on the podcast by Jonathan Lau and Olivia Li, Portfolio Managers at BMO Exchange Traded Funds. The episode was recorded live on Tuesday, April 15, 2025.

Gold prices have skyrocketed as investors both big and small have poured into the precious metal seeking its relative stability amid ongoing trade uncertainty and market risks. Daniel Ghali, director, commodities strategy at TD Securities joins Bipan Rai, director of ETF strategy for BMO ETFs to discuss who’s behind gold’s big moves and where prices could go as the year progresses. This episode was recorded live on April 8, 2025.

Looking to invest overseas with ease? In this deep-dive episode, special guests Johan Ahlberg, and Acushla Vestby, from BMO Global Asset Management’s Structured Solutions team, and your host, Erin Allen, explore the fundamentals of Canadian Depositary Receipts (CDRs) and how they give investors greater access to foreign markets. Erin Allen is Vice President of ETF Online Distribution at BMO Exchange Traded Funds. She is joined on the podcast by Johan Ahlberg, Director of Development and Strategy Advisory, Structured Solutions, at BMO Global Asset Management (BMO GAM) and Acushla Vestby, Managing Director and Head of Structured Solutions and National Accounts, at BMO GAM. The episode was recorded live on Thursday, January 30, 2025.

As a shifting economic backdrop fans recession fears in the U.S., is a soft landing still on the table? In this episode, ETF Strategist Bipan Rai, and your host, Erika Toth, analyze the market outlook. They also discuss our third quarter investment strategy reports and portfolio construction across asset classes. 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, at BMO GAM. The episode was recorded live on Wednesday, August 28, 2024.