BMO ETFs: Views from the Desk

BMO ETFs: Views from the Desk

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The Open Outcry: Where Oil, Gas & Gold Prices Could Go from Here

After a muted initial reaction to the U.S.-Israel strikes on Iran and risk that the conflict may rapidly widen, energy markets have started pricing in darker scenarios. In this episode, Bipan is joined by TD Securities commodities strategist Daniel Ghali, where the pair discuss t ...  Afficher plus

E304 – Decoding Q1 Canadian Bank Earnings

In this episode, Bipan Rai, Sohrab Movahedi, and your host, Skye Collyer, unpack Canada's ‘Big Six’ banks' Q1 2026 earnings — cutting through the noise on tariffs, growth drivers, and what resilience looks like in an uncertain macro environment.Skye Collyer is a Director of ETF D ...  Afficher plus

⁠E303 –⁠ Going Global: International Equities in Focus

For Canadian investors eyeing opportunities abroad, the question isn't just where — it's how. In this episode, Hilly Cutler joins host Saakshi Mehta to unpack international equities, covering the hedged versus unhedged debate, the regions and trends worth watching, and key tradin ...  Afficher plus

The Open Outcry: The State of the US Market: Fed Policy, AI, and the Dollar

With the US market continuing to draw investor attention, Bipan surveys the current state of play, covering what the latest US data means for Fed policy and positioning, why AI's productivity gains may benefit a narrow set of market participants rather than the broader economy, a ...  Afficher plus

E302 – Unpacking BMO's New ETF Index Strategies

With the S&P 500 more concentrated than ever and international markets gaining momentum, how are investorsbuilding more resilient portfolios? In this episode, Roxanne Lapenna and Hilly Cutler join host Andrew Vachon to break down the latest ETF launches and what they could mean f ...  Afficher plus