Trade Ideas & Podcasts
Podcast: Gold that Glows with Cash that Flows-May 28, 2025
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What are the advantages of investing in gold? In this special episode, Portfolio Managers Jonathan Lau and Olivie Li, and your host, Erika Toth, explore this safe-haven asset. They also introduce a new way to get exposure to the price of gold bullion while generating monthly cash flow. Erika Toth is a Director of Institutional and Advisory at BMO Global Asset Management. She is joined on the podcast by Jonathan Lau and Olivia Li, Portfolio Managers at BMO Exchange Traded Funds. The episode was recorded live on Wednesday, May 28, 2025.
6 Defensive BMO ETFs Yielding 6% or More
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.
Podcast: Going Beyond the Index with Brian Belski-June 9, 2025
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In this episode, your host, Erika Toth, sits down with special guest Brian Belski, to get his sought-after market outlook for the months ahead and introduce five brand new Belski ETFs, which leverage his unique insights and views. Erika Toth is a Director of Institutional & Advisory, Eastern Canada, at BMO Global Asset Management (BMO GAM). She is joined on the podcast by Brian Belski, Chief Investment Strategist and leader of the Investment Strategy Group, BMO Capital Markets. The episode was recorded live on Monday, June 9, 2025.
The Open Outcry Podcast: What the Middle East Conflict Means for the Commodity Space-June 24, 2025
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A new floor price for world oil prices as well as rising forecasts for gold are two among many implications traders are weighing as tensions simmer between Iran, Israel as well as the United States. Bipan is joined by TD Securities strategist Daniel Ghali to discuss what impact the conflict has had on commodity and energy price expectations. This podcast was recorded live on June 24, 2025.
The Open Outcry Podcast: The 411 on Section 899-June 17, 2025
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A part of the new U.S. tax bill (Section 899) holds potentially sweeping implications for Canadian investments in the United States. Leila Ross from BMO Global Asset Management joins Bipan to break down what the current proposals are, their possible impact on Canadians, and what could change before the legislation is passed. This podcast was recorded live on June 17, 2025.
Strategy & Insights
6 Defensive BMO ETFs Yielding 6% or More
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.
Portfolio Strategy Report (Q3 2025)
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.
Fixed Income Strategy Report (Q3 2025)
As the global trade paradigm shifts, countries are reassessing old economic configurations.
Consider, that with the United States retreating from free trade, developed market economies can now expect the contribution from net trade to economic growth to decline in the coming years. Indeed, those same economies will now need to chart a different course as the degree of access to U.S. markets has changed dramatically.
Sector portfolio: What if the Fed ends up cutting by more?
Over the past few months, we’ve shifted from a defensive posture to a more neutral one. That reflects our view that the risks to U.S. large caps feel a bit more balanced than they have in previous months.
Low Volatility and Dividend ETFs: Rebalance
Manager Commentary
News
Amy Mak, Canadian ETFs: June caps off the first half of the year with an additional 35 funds
The Globe and Mail, July 9, 2025
John Towfighi, Stocks drop after Trump announces tariffs on countries including Japan and South Korea
Yahoo Finance, July 8, 2025
Hamza Shaban, Tech optimism is reaching 1999 levels — but with a few key differences
Yahoo Finance, June 26, 2025
BMO Announces Cash and Reinvested Distributions for Certain BMO ETFs and ETF Series of BMO Mutual Funds for June 2025
BMO Financial Group, June 20, 2025
Institutional Insights