Najlepsze podcasty z kategorii: Bmo (2026)

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E295 – The Case for Asset Allocation ETFs 22:14

4d ago22:14

22:14

Asset allocation ETFs offer simplicity, diversification, and low fees—making them an increasingly popular choice for Canadian investors. But with more than 90 options on the market, finding the best fit can be challenging. In today’s episode, Alain Desbiens joins host Danielle Neziol to explore the unique benefits of these all-in-one solutions and …

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52 - Can the U.S. Economy Outperform Again in 2026? 22:19

20d ago22:19

22:19

Amid a turbulent year of tariffs, AI-related spending, and a government shutdown, the resilience of the U.S. economy has surprised many. However, rising unemployment and stubborn inflation may be ominous signs for the new year. BMO's U.S. Chief Economist Scott Anderson joins Senior Economist Sal Guatieri to discuss the outlook for 2026. Visit https…

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E294 – 2025 ETF Flows: A Milestone Year 33:18

18d ago33:18

33:18

As the year winds down, we’re taking a moment to reflect. In today’s episode, host Erika Toth is joined by Bipan Rai and Matt Montemurro to unpack the biggest ETF trends that shaped the Canadian equity space in 2025—and explore what they could mean for the year ahead. Erika Toth is Director and Head of ETF and Portfolio Consulting at BMO Global Ass…

1
The Open Outcry Podcast: Examining Alts in Current Portfolio Construction 22:39

19d ago22:39

22:39

A variety of factors, from positive correlations between stocks and bonds to improving access via new products and fund structures, have made alternative asset classes increasingly important considerations in allocation decisions. John de Goey, author and portfolio manager at Designed Wealth Management, joins Bipan to discuss his approach to altern…

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The Open Outcry: Looking for Upside Surprises in Equities Next Year 26:58

24d ago26:58

26:58

With attention turning toward capital allocation decisions for 2026, Bipan is joined by BMO Global Asset Management CIO Sadiq Adatia to examine key themes poised to shape financial markets, as well as sectors and geographies that could benefit from a constructive macro backdrop or specific strengths. This podcast was recorded live on December 11, 2…

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E293 – Decoding Q4 Canadian Bank Earnings 28:25

25d ago28:25

28:25

In this episode, Sohrab Movahedi, Bipan Rai, and your host, Skye Collyer, delve into Q4 Canadian bank earnings, touching on what’s driving growth and the unifying theme of resilience through diversification. They also share their 2026 outlook for the Big Six. Skye Collyer is a Director of ETF Distribution at BMO Global Asset Management (BMO GAM). S…

1
E292 – Strengthening Your Core with ETFs 33:44

1M ago33:44

33:44

Portfolios are only as strong as their foundations. In today’s episode, Alain Desbiens joins your host, Erika Toth, to take a deep dive into low-cost core ETFs and how they can do the heavy-lifting for investors’ financial goals at any stage of life. Erika Toth is Director and Head of ETF and Portfolio Consultants at BMO Global Asset Management (BM…

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The Open Outcry: Two Sectors Poised for a Bullish 2026 12:14

1M ago12:14

12:14

With the final weeks of trading for 2025 underway, Bipan surveys some key data points shaping markets through year-end and into 2026, while diving into two sectors with tailwinds that could benefit investors through next year. This podcast was recorded live on December 1, 2025. Show link (Spotify): ⁠⁠⁠⁠https://open.spotify.com/show/54bsOfP7M4a6IMuj…

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E291 – 2025 ETF Trends in Canada 34:55

1M ago34:55

34:55

In today’s episode, special guest Andres Rincon and your host, Erika Toth, reflect on the top ETF trends from the year, including industry flows, new innovative listings, and enhanced fee transparency coming soon from the investment industry. Plus, what investors can expect in 2026. Erika Toth is Director and Head of ETF and Portfolio Consultants a…

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The Open Outcry: A Brief but Deep Dive on the AI Theme 37:37

1M ago37:37

37:37

Hundreds of billions of dollars have been allocated to building out compute capacity in recent months—with hundreds of billions more to come next year. Bipan is joined by Malcolm White, BMO Global Asset Management portfolio manager, to discuss sector expectations for 2026 and beyond. This podcast was record live on November 25, 2025. Show link (Spo…

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E290 – What is Tax-Loss Selling? 20:56

2M ago20:56

20:56

As 2025 nears its close, your host Erika Toth sits down with special guests Dante Rossi and Erin Allen to talk about tax-loss harvesting—including important dates to remember—and tips to help investors navigate year-end. Erika Toth is Director and Head of ETF and Portfolio Consultants at BMO Global Asset Management. She is joined by Erin Allen, Dir…

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E289 – What the 2025 Federal Budget Means for Investors 21:41

2M ago21:41

21:41

What’s in the 2025 Federal Budget? In today’s episode, special guest Larry Berman and host, Danielle Neziol, delve into the government’s extensive proposal and what it could mean for the Canadian economy and investors. Recorded live on Nov 4, 2025. 2025 Federal Budget REITs: Real Estate Investment Trusts Disclaimers: Please visit for full disclaime…

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E288 – A Deep Dive on CLOs 15:41

2M ago15:41

15:41

In today’s episode, special guest Mark Jarosz and host Zayla Saunders revisit CLO ETFs. This time, they explore the middle of the capital stack that has BBB-tranches, which they're calling a sweet spot. Stay tuned to find out why. Recorded live on October 14, 2025. ETFs: BMO AAA CLO ETF (ZAAA) (Launched April 30, 2025) BMO BBB CLO ETF (ZBBZ) (Launc…

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E287 – The Case for Commodities 17:06

2M ago17:06

17:06

Looking for portfolio diversifiers? In this episode, special guests Roxane Lapenna, Jimmy Xu and host Andrew Vachon delve into one of the world’s oldest assets, Gold, as well as the wider commodities complex, and several ways an exposure can help strengthen diversification. Recorded live on October 29, 2025. ETFs: BMO Broad Commodity ETF (ZCOM) BMO…

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The Open Outcry: Why Equities Should Benefit from Tailwinds into 2026 28:59

2M ago28:59

28:59

The AI capex boom is helping spur equity valuations higher, but prompting worries about a potentially painful market correction. Brent Joyce of BMO Private Wealth, joins Bipan to discuss why this cycle truly is different, as well as the outlook for earnings through next year. This podcast was record live on October 23, 2025. Show link (Spotify): ⁠⁠…

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BMORE BEST RIDERS PODCAST - FNC BRAY 11:19

2M ago11:19

11:19

WE TALK BIKELIFE CULTURE, FASHION, BUSINESS & MORE! LIKE, SHARE, COMMENT, & SUBSCRIBE!Autor: BIKELIFE

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E286 – Outlook for International Equities 19:43

2M ago19:43

19:43

Where should investors be looking abroad? In this deep dive episode, Bipan Rai, Johan Ahlberg, and host Erika Toth put international equities under the microscope. They explore trends in recent flows data, ways to diversify outside of Canada with ETFs and CDRs, and the outlook for the months ahead. Erika Toth is Director, Institutional & Advisory, …

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BMORE BEST RIDERS PODCAST - BIKELIFE MASON 28:59

3M ago28:59

28:59

WE TALK BIKELIFE CULTURE, FASHION, BUSINESS & MORE! LIKE, SHARE, COMMENT, & SUBSCRIBE!Autor: BIKELIFE

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Bryon Self 57:39

3M ago57:39

57:39

In this episode of the Bmore Pastor Podcast, Joel interviews Bryon Self. Paul serves as pastor at Tabernacle Baptist Church in Essex, MD. We discuss the history and practice of Fundamentalism within Baptist circles and Bryon's departure from KJV-Only Fundamentalism. Along the way, we hit on Bible translations, church music, and how to evaluating ma…

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The Open Outcry: A Chat with Stephen Poloz 41:39

3M ago41:39

41:39

Former Bank of Canada Governor Stephen Poloz joins Bipan to discuss the implications of the fourth industrial revolution now underway, and how Canadian policymakers can respond to seismic shifts to the economy. This podcast was recorded live on October 16, 2025. Show link (Spotify): ⁠⁠⁠⁠https://open.spotify.com/show/54bsOfP7M4a6IMujUzRyBK⁠⁠⁠⁠ Show …

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51 - Will Tariffs and Trade Talks Derail an Improving North American Economic Outlook? 20:22

3M ago20:22

20:22

Amid rising trade tensions and the upcoming USMCA renegotiation, what’s next for the U.S. and Canadian economies? BMO Chief Economist Douglas Porter and Directors/Senior Economists Aaron Goertzen and Sal Guatieri explore potential scenarios for US-Canada trade relations, their economic impact, and implications for future monetary policy decisions. …

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E285 – Guided ETF Portfolio Strategy Q4 2025 20:49

3M ago20:49

20:49

As markets continue to send contradictory signals, ETF and Alternatives Strategist, Bipan Rai and host, Michelle Allen, analyze which parts of the prevailing narrative are fact—and which are fiction. Michelle Allen is a Senior Associate, Online Distribution, at BMO ETFs. She is joined by Bipan Rai, Head of ETF Strategy, ETFs at BMO Global Asset Man…

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The Open Outcry: Renewed U.S.-China Trade War Clouds Outlook 25:38

3M ago25:38

25:38

A surprisingly hardline stance from Beijing on rare earths exports combined with Trump’s renewed threat of steep import tariffs has swiftly thrust global trade tensions back to the forefront for markets. TD Cowen’s Chris Krueger joins Bipan to discuss where the trade war could go from here—amid an ongoing U.S. government shutdown that may last for …

1
Simplify Your Portfolio with Asset Allocation ETFs 17:49

3M ago17:49

17:49

Today, we have a special treat for our listeners—a deep dive episode of the BMO Smarter Investing podcast. Join Kevin Prins and your host, Erin Allen, as they delve into the transformative world of asset allocation ETFs. Discover their growth, benefits, and how they simplify investing for both novice and seasoned investors. Listen to BMO Smarter In…

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E284 – Understanding Long-Short Strategies 16:49

3M ago16:49

16:49

What exactly are long-shorts? And how do they differ from traditional ETFs? In this episode, special guest Lu Lin and host, Erika Toth, delve into the popular alternative strategy, answering frequently asked questions on benefits, portfolio construction, and more. Erika Toth is Director, Institutional & Advisory at BMO Global Asset Management (BMO …

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The Open Outcry Podcast: Gold’s ‘Glow Up’ Moment 20:20

3M ago20:20

20:20

Central banks have been the biggest source of demand for bullion in recent years, however, that is shifting as new entrants alter the balance of power. Daniel Ghali of TD Securities joins Bipan to discuss current market dynamics, as well as the outlook for silver and copper. This episode was recorded live on September 30, 2025. Show link (Spotify):…

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E283 – A Deep Dive on Canadian Equities 18:02

3M ago18:02

18:02

In this episode, special guest Valerie Grimba and your host, Danielle Neziol, take a deep dive into the Canadian equity market. They compare it to other regions, drill down on key currency questions, and discuss three main areas Canadians are investing their loonies, according to recent data. Danielle Neziol is Vice President of Direct Distribution…

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The Open Outcry: Checking in on the Canadian Housing Market 25:21

3M ago25:21

25:21

Slack is building in multiple areas of the Canadian economy, while immigration trends that were supporting growth are now reversing. Robert Kavcic, senior economist with BMO Capital Markets joins Bipan to explore the macro themes impacting inflation, the housing market and broader economic backdrop now through next year. This podcast was recorded l…

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50 - Special Edition: Simplify Your Portfolio with Asset Allocation ETFs 15:48

4M ago15:48

15:48

For this BMO Special Edition, join BMO Global Asset Management’s Erin Allen, Director of Online Distribution and Kevin Prins, Managing Director, Head of ETFs and Digital Distribution, as they delve into the transformative world of asset allocation ETFs. Discover their growth, benefits, and how they simplify investing for both novice and seasoned in…

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E282 – Mitigating U.S. Dollar Risk with Hedged-to-CAD Strategies 22:12

4M ago22:12

22:12

Investors face the conundrum of a U.S. equity market that continues to move higher yet a U.S. dollar headed in the opposite direction, presenting a potential drag on total returns of U.S. assets. Bipan Rai, Managing Director of ETF and Alternatives Strategy for BMO Global Asset Management joins host Zayla Saunders to discuss strategies to shield po…

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E281 – What ETF Flows Are Telling Us 27:32

4M ago27:32

27:32

Will it be another record-breaking year for Canadian ETF inflows? In this episode, Bipan Rai, Matt Montemurro, and your host, Erika Toth, delve into the latest industry data, exploring the seasonality of flows, currency hedging, fixed income positioning, a slight sector rotation, and a whole lot more. Erika Toth is a Director of Institutional and A…

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The Open Outcry: A Quick Overview of the Credit Market 25:04

4M ago25:04

25:04

Central bank policy decisions amid mixed economic data loom large over North American credit markets this fall. Vishang Chawla, portfolio manager, active fixed income, joins Bipan to discuss key differences between Canadian and U.S. investment-grade and high yield bond market dynamics, and how slowing growth and inflation risks are affecting each. …

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E280 – Decoding Q3 Canadian Bank Earnings 25:49

4M ago25:49

25:49

Last quarter, our mantra was “the best offence is a good defence.” Does it still make sense in today’s environment? In this episode, special guest Sohrab Movahedi, ETF and Alternatives Strategist Bipan Rai, and your host, Skye Collyer, provide a third-quarter update on the Big Six, discussing recent earnings results, key themes to watch, and their …

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The Open Outcry: September seasonality and other macro factors driving markets 19:11

4M ago19:11

19:11

The early autumn has been accompanied in recent years by broad market weakness and heightened volatility, and this September appears to be no exception. Bipan looks at what’s driving the phenomenon, as well as other macro factors currently impacting financial markets. This episode was recorded live on September 2, 2025. Show link (Spotify): ⁠⁠⁠⁠htt…

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49 - Can Canadian Households Hold Down the Fort? 6:49

4M ago6:49

6:49

With the ongoing trade war and slow recovery in housing, Canada's economy will need to rely on households to stand strong and defend the economy against the risk of recession. Join BMO Senior Economist Sal Guatieri as he discusses whether households are up for the challenge. Visit BMO.com/onlineinvesting for more information and to learn how you ca…

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E279 – The Past, Present, and Future of ETFs 22:28

5M ago22:28

22:28

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 Instituti…

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E278 – Tech Trends and the Knowledge Revolution 33:21

5M ago33:21

33:21

Do we really know AI? In this episode, Malcolm White, Bipan Rai, and 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 G…

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The Open Outcry: How to deal with volatility in the U.S. rates market 19:22

5M ago19:22

19:22

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 cal…

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E277 – Trump, Tariffs, and Trade Agreements 24:44

5M ago24:44

24:44

What’s next for U.S.-Canada trade? In this episode, ETF and Alternatives Strategist Bipan Rai, and host, Erika Toth, break down the current and potential implications of reciprocal tariffs and explore key data points to watch. Erika Toth is Director, Institutional & Advisory at BMO Global Asset Management (BMO GAM). She is joined by Bipan Rai, Head…

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The Open Outcry: How fast is the U.S. macro backdrop weakening? 27:40

5M ago27:40

27:40

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 foo…

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The Open Outcry: All About CLOs 23:22

5M ago23:22

23:22

Collateralized Loan Obligations are shaking up the Canadian investing landscape. Bipan is joined by BMO Global Asset Management’s private credit head, Mark Jarosz, to explore how these investments are structured and can be used to add diversified yield potential. This podcast was recorded live on July 29, 2025. Show link (Spotify): ⁠⁠⁠⁠https://open…

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E276 – Trump vs. Powell: Unpacking the Feud 15:13

5M ago15:13

15:13

In this episode, ETF Strategist Bipan Rai, and your host, Erin Allen, unpack the growing tensions between U.S. President Donald Trump and Fed Chair Jerome Powell, touching on how political pressures could reshape monetary policy expectations and sector performance—and what it all means for investors. Erin Allen is a Director of Direct Distribution …

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48 - Is the Trade War Nearing an End Game? 19:51

6M ago19:51

19:51

President Trump's trade war continues to create uncertainty for global markets and business leaders. Chief Economist Douglas Porter and Senior Economist Sal Guatieri discuss the potential economic implications for Canada and the U.S., along with likely support from expansionary monetary and fiscal policies. Visit BMO.com/onlineinvesting for more in…

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The Open Outcry: The Bank of Canada’s Path Forward 29:41

6M ago29:41

29:41

Job market data and other official figures suggest the Canadian economy is on surprisingly steady ground, but other indicators are decidedly more bearish. Royce Mendes of Desjardins Capital Markets joins Bipan to discuss what it all means for upcoming interest rate decisions from the Bank of Canada while factoring in a fraught backdrop in U.S.-Cana…

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E275 – Guided Portfolio Strategy Q3 2025 18:13

6M ago18:13

18:13

What are the side effects of higher pricing pressures and capital costs? In this episode, ETF Strategist Bipan Rai, and host, Michelle Allen, break down the potential implications for investors and why alternatives (alts) matter in the current environment. They also provide a third-quarter update on portfolio positioning. Michelle Allen is a Senior…

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