BMO ETFs: Views from the Desk

What are the advantages of investing in gold? In this special episode, Portfolio Managers Jonathan Lau and Olivia 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 by Jonathan Lau and Olivia Li, Portfolio Manager...

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.

Erika Toth is a Director of Institutional & Advisory, Eastern Canada, at BMO Global Asset Management. She is joined by Brian Belski, Chief Investment Strategist and leader of the Investment Strategy Group, BMO Capital Markets. Recorded live on Jun...

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.

Show link (Spotify): ⁠⁠⁠⁠https://open....

In this episode, special guest Sohrab Movahedi, ETF Strategist Bipan Rai, and your host, Skye Collyer, take a deep dive into Canada’s Big Six banks, from recent earnings results to key themes to watch throughout the second half of 2025.

Skye Collyer is a Director of ETF Distribution at BMO Global Asset Management. She is joined on the podcast by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds, at BMO Global Asset Management,...

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.

Show link (Spotify): ⁠⁠⁠⁠https://open.spotify.com/show/54b...

Will 2025 be another record year for the ETF industry? In this episode, Bipan Rai, Matt Montemurro, and host, Erika Toth, look at the latest trends and flows in Canada.

Erika Toth is a Director of Institutional & Advisory, Eastern Canada, at BMO Global Asset Management (BMO GAM). She is joined by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds, BMO GAM, and Matt Montemurro, Head of Fixed Income & Equity Index ETFs, Ex...

Bipan Rai and BMO Global Asset Management Chief Investment Officer Sadiq Adatia discuss the monthly House View outlook from Sadiq and team for June, dissecting the group’s shift to a neutral posture across asset classes, with the intent of being opportunistic. This podcast was recorded live on June 5, 2025.

For BMO GAM’s latest monthly House View report, visit: https://bmogam.com/ca-en/insights/monthly-house-view/

Show link (S...

From sidewalks to skyscrapers, Bipan Rai, Massimo Bonansinga, and host, Andrew Vachon, drill down on the critical role infrastructure plays in economic growth and recovery. They also discuss how the sector has been impacted by the global trade war and share potential opportunities.

Andrew Vachon is VP of Product Marketing, BMO Global Asset Management (GAM). He is joined by Bipan Rai, Head of ETF Strategy, ETFs, BMO GAM, and Massimo ...

U.S. House Republican tax legislation backed by President Trump holds potentially significant implications for foreign investors, including Canadians. Bipan Rai sits down with Chris Krueger, Managing Director with TD Cowen’s Washington Research Group to pore over the details, and discuss the potential market impact. This podcast was recorded live on May 27, 2025.

Show link (Spotify): ⁠⁠⁠⁠https://open.spotify.com/show/54bsOfP7M4...

In today’s episode, special guest Mark Jarosz, and your host, Zayla Saunders, take us to the top of the cash flow waterfall to provide must-know answers to your collateralized loan obligation, or CLO, questions.

Zayla Saunders is a Senior Associate of Online Distribution at BMO Global Asset Management (GAM). She is joined on the podcast by Mark Jarosz, Lead, Private Credit, Alternatives, at BMO GAM. Recorded live on Wed, May 21, 20...

In today’s episode, special guest Jeremy Fehr, and your host, Erika Toth, dive into the history of SIA Wealth and explore its innovative approach to tactical investing through relative strength technology.

Erika Toth is a Director of Institutional and Advisory at BMO Global Asset Management. She is joined on the podcast by Jeremy Fehr, Chief Executive Officer & Founder, SIA Wealth Management & SIACharts. The episode was reco...

With the Federal Reserve and Bank of Canada (BoC) travelling on what appear to be different policy trajectories, Jason Daw, head of North American rates strategy for RBC Capital Markets, joins Bipan Rai to discuss what that means for North American bonds. The pair also discuss the latest Financial Stability Report from the BoC. This podcast was recorded live on May 13, 2015.

Show link (Spotify): ⁠⁠⁠⁠https://open.spotify.com/show...

Bipan Rai is joined by Alex Singh, alternatives partnerships lead for BMO Global Asset Management to discuss the benefits of hedge funds in an overall portfolio, as well as talk about the new partnership between BMO GAM and Goldman Sachs Asset Management to launch a multi-strategy fund for Canadian investors. Note: the investment product mentioned in this podcast is only available to BMO Nesbitt Burns and BMO Private Investment Cou...

In today’s episode, Bipan Rai, Matt Montemurro, and your host, Erika Toth, break down the recent federal election results. They discuss the Liberal government’s priorities, interprovincial trade barriers, the economic outlook—and what it all means for investors.

Recorded live on May 6, 2025.

ETFs:

• BMO Ultra Short-Term Bond ETF (ZST)
• BMO Money Market Fund ETF Series (ZMMK)
• BMO Target 2027 Canadian Corporate Bond ETF (ZXCO)
• BMO AAA CL...

Trump’s trade wars are creating ripple effects that are being felt far and wide. In today’s episode, ETF Strategist Bipan Rai, and your host, Zayla Saunders, discuss which sectors are bracing for impact or flying under the radar.

Recorded live on April 30, 2025.

ETFs:

• BMO US Equity Buffer Hedged to CAD ETF - April (ZAPR)
• BMO MSCI EAFE Index ETF (ZEA)
• BMO Gold Bullion ETF (ZGLD)
• BMO Global Infrastructure Index ETF (ZGI)

• Rea...

A post-election special from BMO ETFs and alternatives strategist Bipan Rai and guest Ali Jaffery, executive director and senior economist at CIBC. Housing, infrastructure and defence spending are top priorities for the newly elected Liberal government. However, the pair discuss how rising trade and recession risks could upend that agenda and force new stimulus measures instead. This podcast was recorded live on April 29, 2025.

In this episode, Jonathan Lau, Olivia Li, and host, Skye Collyer, take a deep dive into covered call ETFs—discussing how they work and strategies to utilize them for portfolio positioning in today’s marketplace.

Skye Collyer is a Director of ETF Distribution at BMO Global Asset anagement (BMO GAM). She is joined by Jonathan Lau and Olivia Li, Portfolio Managers at BMO Exchange Traded Funds. Recorded live on Tues, April 15, 2025.

ETF...

A volatile U.S. dollar amid broader trade uncertainty has many Canadian investors questioning whether to add or pare their FX hedges. Bipan Rai, managing director of ETF and structured solutions strategy at BMO ETFs, provides a brief history of the dollar’s evolution as the global reserve currency, and his view on where the greenback goes from here. This episode was recorded live on April 22, 2025.

Show link (Spotify): ⁠⁠⁠⁠http...

Tariff risk is a significant challenge for the Canadian economy—but it’s certainly not the only one confronting policy makers and the private sector. Benjamin Tal, deputy chief economist for CIBC joins Bipan Rai, director of ETF strategy at BMO ETFs to discuss how to handle Trump’s tariff shock, as well as other economic risk factors facing Canada. This episode was recorded live on April 10, 2025.

Show link (Spotify): ⁠⁠⁠https://op...