Trade Ideas & Podcasts
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.
Both the Bank of Canada and the U.S. Federal Reserve held rates steady last week — but the real story was in the details. In this episode, Saakshi Mehta and host, Zayla Saunders, unpack the messaging behind the holds, what the Fed’s new leadership could mean for markets, and why a 60−20−20 portfolio approach is worth a closer look right now. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM). She is joined by Saakshi Mehta, Vice President, ETF & Alternative Strategy at BMO GAM. This episode was recorded live on Monday, May 4, 2026.
The federal deficit came in better than expected for fiscal 2025-26, but the path forward remains wide. Robert Kavcic, senior economist with BMO Capital Markets joins Bipan to break down the 2026 Spring Economic Update, including how Ottawa used its extra fiscal room, what the new sovereign wealth fund could mean in practice, and how Canada’s fiscal position stacks up against its G7 peers. This podcast was recorded on May 1, 2026. FOMC: Federal Open Market Committee
In this episode, host Zayla Saunders sits down with Roxane Lapenna to break down the mechanics behind the covered call ETF shelf: from option premium and cash flow generation to the realities of NAV erosion and what it all means for your portfolio. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM). She is joined by Roxane Lapenna, Head of Retail Investment Specialists at BMO GAM. This episode was recorded live on April 27, 2026.
Private credit is under pressure — but how concerned should investors be? Bipan is joined by Mark Jarosz, head of credit alternatives at BMO Global Asset Management, to break down default data, liquidity and retail flows. They explore why institutional capital remains steady, how today’s market differs from the Global Financial Crisis, and what’s actually driving volatility beneath the headlines. This podcast was recorded on April 22, 2026.
With headline risk dominating today’s market backdrop, investors have been navigating a choppy environment, and many have turned to dividend‑focused strategies. The appeal is understandable: companies that can pay stable and growing dividends often signal confidence, maturity, and financial strength.
All-in-one investing sounds simple. The construction behind it isn’t. In this episode, Matt Montemurro joins host Zayla Saunders to pull back the curtain on BMO’s asset allocation ETF suite — from benchmark methodology and portfolio construction to the tax efficiency decisions often overlooked by everyday investors. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM). She is joined by Matt Montemurro, Head of Fixed Income and Equity Index ETFs at BMO GAM. This episode was recorded live on April 17, 2026.
From shifting macro regimes to growing stagflation risks, the investment landscape continues to change. In this episode, special guest Bipan Rai and hosts Zayla Saunders and Hilly Cutler discuss central bank divergence, the evolving role of commodities, and what it all means for portfolio construction and positioning in the year ahead. 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 and Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO GAM. This episode was recorded live on Thursday, April 9, 2026.
Strategy & Insights
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
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.
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…