As inflation risks rise, a resilient allocation strategy could require more than stocks and bonds. Here are five ways to help hedge portfolios and diversify risk.
Trade Ideas & Podcasts
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.
In this episode, host Zayla Saunders and guest Sheldon Quan King from MSCI Canada explore why index choice is itself an investment decision — from how index construction methodology shapes investor outcomes, to the case for international small and mid cap equities, and the growing role of equal weight strategies in reducing concentration risk.
In this episode, Erika Toth and Hilly Cutler sit down with host Zayla Saunders to break down the rise of asset allocation ETFs in Canada: from their origins and evolution over the past decade to the fee innovations, flow trends, and real-world portfolio use cases shaping the space today.
Managing concentration risk without sacrificing long‑term growth potential has become a key portfolio construction priority.
Canadian investors are facing a complicated macro setup: a softer labour market, sticky inflation risks, tariff uncertainty and a bond market still trying to price the Bank of Canada’s next move. In this episode, Bipan is joined by TD Securities’ Andrew Kelvin to unpack what the latest data means for portfolios, discuss the rates outlook, yield curve, fixed income currency risk and more. This podcast was recorded on Tuesday, May 12, 2026.
In this episode, Hilly Cutler joins host Zayla Saunders to unpack what ETF flows are revealing as we move through 2026 — the shift toward low-cost indexing, which Canadian sectors are leading the charge, and how rising yields are reshaping the bond landscape. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM). She is joined by Hilly Cutler, Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. This episode was recorded live on Monday, May 11, 2026. ETFs mentioned:
Turn volatility into cash flow with our top 6 picks yielding 6% or more, for investors seeking to reduce volatility relative to broad markets while enhancing the level of yield in their portfolios.
Strategy & Insights
Enhanced Cashflow with Covered Calls
Turn volatility into cash flow with our top 6 picks yielding 6% or more, for investors seeking to reduce volatility relative to broad markets while enhancing the level of yield in their portfolios.
Q1 2026 earnings season has been off to a strong start. As of Monday (April 27), nearly 30% of the S&P 500 companies have reported, with roughly 80% beating expectations. Despite persistent macro noise, markets are increasingly rewarding earnings delivery rather than reacting to headlines, pushing equities to record highs in April.
All prices, returns and portfolio weights are as of market close on March 31, 2026, unless otherwise indicated.
Oil prices remain the dominant swing factor across sectors. The market continues to trade off geopolitical headlines, with conflict duration and price direction creating uneven sector tailwinds and headwinds. This has resulted in sharp leadership shifts that are disconnected from longer term fundamentals.
News
Institutional Insights
Family offices and other UHNW investors are rethinking allocation structures in private markets as asset class exposure gains importance in portfolios, yet capital restrictions frustrate efforts to maintain optionality and flexibility.
A look into the methodology that drives BMO Global Asset Management’s quantitative team mandates — a disciplined core process working in lockstep with strategy-specific constraints to produced a set of robust, proven strategies.
Stubborn inflation, geopolitical fragmentation and rising climate risks are coalescing to form a new paradigm for asset allocators. A broad exposure to the building blocks of the economy provides both protection, and potential.
Strong markets may have pushed portfolio returns ahead of schedule. Long-short, low-beta, and options-based strategies offer ways to protect gains, reduce risk, and remain allocated — without sacrificing long-term objectives.
A review of historical episodes of market and economic uncertainty underscores the powerful diversification benefits that Gold offers to Canadian investors…
As the data show, using short positions can lower equity correlations…
Analyzing the historical track record of key composite leading indicators provides an understanding of where we are in the current cycle, and contextualizes the expected performance of various areas of the economy.