Canada’s trade war with the U.S. is escalating — but the economy has proven surprisingly resilient. Bipan Rai sits down with RBC Capital Markets’ Jason Daw to discuss tariffs, fiscal firepower, the Bank of Canada’s next move and what’s driving long-term bond yields higher. This podcast was recorded on September 1, 2026.
Trade Ideas & Podcasts
From chasing last year’s winners to sitting in cash too long, small decisions can work against long-term results. Zayla Saunders, Hilly Cutler and Erika Toth break down common ETF investing mistakes and practical ways to avoid them. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM). She is joined by Erika Toth, Director and Head of ETF and Portfolio Consulting at BMO GAM, and Hilly Cutler, Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. The episode was recorded live on Monday, August 31, 2026.
What’s the difference between yield and distribution rate — and why does it matter? In this episode, hosts Zayla Saunders and Hilly Cutler sit down with Kiran Navaratnam to unpack how covered call strategies generate yield, how that yield differs from what a fund actually distributes, and why total return can provide a more complete picture than headline numbers alone. 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 Kiran Navaratnam, Non-Linear Solutions Vice President & Portfolio Manager at BMO GAM. This episode was recorded live on Monday, August 24, 2026.
Markets are wrestling with rising long-term yields and a less predictable Fed. Ian Lyngen, head of U.S. rates strategy at BMO Capital Markets, joins Bipan Rai to unpack real yields, fiscal pressures, AI investment and the Fed’s uncertain next move. This podcast was recorded on August 18, 2026.
Canadian investors are increasingly turning to passive investing as their portfolio foundation of choice. In this episode, special guest Erin Allen and host Zayla Saunders dig into why this trend continues to gain ground, from the evolving DIY investing landscape and the rise of hybrid advice models to the increasing pull of social media on next-gen investors. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Erin Allen is Director, Direct Distribution at BMO GAM. This episode was recorded live on Monday, August 17, 2026.
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.
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.
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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.
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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.