TSX ETF Investor Centre
Trump, Powell, And The Sector Portfolio Playbook
In this episode, Erin Allen is joined by Bipan Rai, Head of ETF and Alternatives Strategy at BMO ETFs, to unpack the growing tension between Donald Trump and Fed Chair Jerome Powell—and what it means for investors.
With markets increasingly pricing in a more dovish Fed, we explore how political pressure could reshape monetary policy expectations and sector performance. Bipan shares insights on where investors can find opportunity amid uncertainty and how to position portfolios for resilience in a politically charged macro landscape.
What Can SPIVA Teach Us About Investment Strategies?
In this episode, we have a special interview with Erin Allen from BMO and Joseph Nelesen from S&P Global, where we discuss the SPIVA report and its significance in the investment landscape.
Learn how the performance of active funds compares to their benchmarks and what this means for your portfolio. This conversation is packed with insights that can help you navigate the complexities of fund management. Whether you're looking to optimize your investments or simply want to understand the market better, this video is for you!
Decoding Q2 Canadian Bank Earnings
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, and Sohrab Movahedi, Managing Director of Financials Research at BMO Capital Markets.
An Introduction to CLO’s
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. They delve into everything from their history to the intricacies of how they work.
Piggybanks To Portfolios: Raising Financially Savvy Kids
In this week’s episode "Piggy Banks to Portfolios" join financial coaches Maya Corbic and Clifton Corbin as they empower parents to raise financially savvy kids. Discover practical tips, age-appropriate lessons, and fun activities that make money management engaging for every stage of childhood. From debunking money myths to navigating a cashless world, Maya and Clifton provide actionable insights to help you instill confidence and responsibility in your children
ETFs To Add To Your Watchlist
Experience a taste of our ETF Investor Day with this recorded panel discussion. Hear from industry thought leaders Larry Berman, Tony Dong, Valerie Grimba, and Bipan Rai in this roundtable on the ETFs their adding to their watchlist this year.
Recent Market Turmoil
Trump’s tariffs have sent stock markets on a roller-coaster ride. Are investors ready for more? In this special episode, ETF Strategist Bipan Rai, and your host, Erin Allen, dive into the four corrective channels to watch and share ideas for defensive portfolio positioning.
Erin Allen is Director of Online Distribution at BMO Exchange Traded Funds. She is joined on the podcast by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO Global Asset Management. The episode was recorded live on Wednesday, April 9, 2025.
ETFs mentioned:
• BMO USD Cash Management ETF (Ticker: ZUCM)
• BMO Global Infrastructure Index ETF (Ticker: ZGI)
• BMO Gold Bullion ETF (Ticker: ZGLD)
ETF Market Insights is a weekly 30-minute series created by BMO ETFs.
Fixed Income Investing Simplified | BMO’s Target Maturity Bond ETFs Explained
Looking for a better way to manage your bond portfolio? Erin Allen sits down with Portfolio Manager, Matt Montemurro from BMO Global Asset Management to break down BMO’s new Target Maturity Bond ETFs.
These innovative ETFs combine the simplicity of an ETF with the predictability of a bond — giving investors a new way to plan around cash flow, maturity dates, and risk management.
An Evidence Based Approach To Investing: Asset Allocation In 2025
The importance of asset allocation in investment management should not be understated.
In this episode we discuss with Dr. Mark Soth from The Loonie Doctor blog, why a strategic approach to asset allocation can be a useful strategy for investors who like an evidence based, low cost, easy to use approach to investing.
ETF Market Insights is a weekly 30-minute series created by BMO ETFs.
Buying Canada? Consider ‘Zed’ Instead
Erin Allen, Head of Online Distribution for BMO ETFs and Kevin Prins, Managing Director, Head of Distribution, ETFs and Digital Distribution for BMO ETFs, discuss BMO ETFs and the "Buy Canada" movement.
ETF Market Insights is a weekly 30-minute series created by BMO ETFs.