When one sector dominates the market, diversification isn’t as simple as owning the index — so how do you build a more balanced portfolio? In this episode, special guest Nick Koutsoftas joins host Zayla Saunders to break down how sector ETFs work, how they can be used to reduce concentration risk, and which sectors stand out as the most undervalued opportunities in today’s market. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Nick Koutsoftas is Vice President, Sector ETF Specialist at State Street Investment Management. This episode was recorded live on Monday, October 19, 2026.
Trade Ideas & Podcasts
From sticky inflation and rising bond yields to growing questions around AI, the macro backdrop is getting more complex. In this episode, special guest Bipan Rai joins host Zayla Saunders to unpack his Q4 portfolio strategy and what it means to stay invested — and protected — this quarter. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Bipan Rai is Head of ETF & Structured Solutions Strategy at BMO GAM. This episode was recorded live on Friday, October 9, 2026.
With Canadian housing facing a prolonged slump, where can Canadians put their savings to work? Bipan welcomes back BMO Capital Markets economist Robert Kavcic to discuss why markets may be overestimating Bank of Canada rate hikes, why a housing recovery will take time, and investment opportunities beyond real estate. This podcast was recorded on October 6, 2026.
Investing has never been more accessible, yet money anxiety keeps growing. Hosts Zayla Saunders and Hilly Cutler talk with Rob Carrick about how Canadians’ attitudes toward money have changed, the rise of ETFs, rising bond yields and mortgage rates, and what keeps his readers up at night.
High inflation continues to weigh on Canadian portfolios. In this encore episode, Brock Smusiak joins hosts Zayla Saunders and Hilly Cutler to discuss how ETFs across commodities, gold and inflation-linked bonds can help investors build resilience beyond traditional diversification. 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 June 22, 2026.
How much tightening would it take to keep Canadian inflation expectations in check? Royce Mendes of Desjardins Securities joins Bipan to explain his case for a limited round of “insurance hikes,” how U.S. trade relations could alter that outlook and where he sees value in Canadian bonds. This podcast was recorded on Sept. 22, 2026.
Strategy & Insights
All prices, returns and portfolio weights are as of market close on September 30, 2026, unless otherwise indicated.
All prices, returns and portfolio weights are as of market close on September 30, 2026, unless otherwise indicated.
All prices, returns and portfolio weights are as of market close on September 30, 2026, unless otherwise indicated.
All prices, returns and portfolio weights are as of market close on September 30, 2026, unless otherwise indicated.
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.
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.