Trade Ideas
In today’s episode, special guest Mark Jarosz and your 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. Zayla Saunders is a Senior Associate of Online Distribution at BMO Global Asset Management (GAM). She is joined on the podcast by Mark Jarosz, Head, Private Credit, Alternatives at BMO GAM. The episode was recorded live on Tuesday, October 14, 2025.
Looking for portfolio diversifiers? In this episode, special guests Roxane Lapenna, Jimmy Xu and your 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. Andrew Vachon is Vice President of Product Marketing at BMO Global Asset Management (BMO GAM). He is joined on the podcast by Roxane Lapenna, Head of Retail Investment Specialists at BMO GAM and Jimmy Xu, Head, Liquid Alts and Non Linear ETFs at BMO GAM. The episode was recorded live on Wednesday, October 29, 2025.
There has been a lot of demand for the safe haven of gold in 2025, while global central banks as well as investors in general remain bullish. Yet the precious metal is part of a wider commodities complex that holds several benefits that can aid client portfolios.
Recent Podcasts
In today’s episode, special guest Mark Jarosz and your 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. Zayla Saunders is a Senior Associate of Online Distribution at BMO Global Asset Management (GAM). She is joined on the podcast by Mark Jarosz, Head, Private Credit, Alternatives at BMO GAM. The episode was recorded live on Tuesday, October 14, 2025.
Looking for portfolio diversifiers? In this episode, special guests Roxane Lapenna, Jimmy Xu and your 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. Andrew Vachon is Vice President of Product Marketing at BMO Global Asset Management (BMO GAM). He is joined on the podcast by Roxane Lapenna, Head of Retail Investment Specialists at BMO GAM and Jimmy Xu, Head, Liquid Alts and Non Linear ETFs at BMO GAM. The episode was recorded live on Wednesday, October 29, 2025.
Listen/read nowThe 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 recorded live on October 23, 2025.
Strategy & Insights
Actionable research, performance data and ETF education.
Strategy & Insights
Actionable research, performance data and ETF education.