BMO’s Fixed Income ETF suite offers scalable, low cost and liquid solutions to access unique aspects of the Canadian bond market.
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.
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.
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.
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.
At the time we’re writing this, just over 70% of firms in the S&P 500 have reported earnings for the second quarter. Of those, close to 80% of them have beaten earnings-per-share (EPS) expectations – which is slightly above the five-year average of 78%.
Despite the recovery in broad risk over the past few months, the underlying issue remains the same. The decades-long integration of global trade — with the United States at the hub — has been permanently disrupted. And unless we see a complete reversal from the Trump administration, the current regime of higher trade barriers is likely here to stay.
What’s more, we also appear to be in the early stages of something more nefarious — a capital war. As congressional members pass the “One, Big, Beautifull Bill Act”, a provision like Section 899, even if excluded, should send a reminder to non-U.S. investors that foreign investment is becoming less welcome than it has been in the past.
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.