Trade Ideas
Recent Podcasts
Could the U.S. midterms change the outlook for Canadian investors? TD Cowen’s Chris Krueger returns to join Bipan for a look at the races to watch and what a shift in congressional control could mean for trade, tariffs and Washington’s spending plans. They explore what a more pro-Canada Congress may offer, the prospect of renewed debt-ceiling battles and whether growing scrutiny of AI will translate into regulation. This podcast was recorded live on October 26, 2026.
Geopolitics, property slowdowns, and lingering uncertainty — these are reasons some investors may have kept one of the world’s largest economies at arm’s length. But according to Sadiq Adatia and Aaron Ge, the headlines don’t tell the whole story. In this episode, they join host Zayla Saunders to look beneath the surface, dispel common misconceptions, and explore what on-the-ground insights reveal about China’s evolving equity landscape. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM), Sadiq Adata is Chief Investment Officer (CIO) at BMO GAM, and Aaron Ge is Deputy CIO of Equity Investment at Fullgoal Asset Management (Hong Kong). This episode was recorded live on Tuesday, October 27, 2026.
Most equity strategies focus on finding winners — but what if you could also benefit when certain stocks decline? In this episode, hosts Zayla Saunders and Hilly Cutler are joined by Sachal Mahajan and Yasser El Boudi, who pull back the curtain on long-short strategies: how they work, and how they’ve held up through some of the biggest market drawdowns of the past three years. Zayla Saunders, Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM), and Hilly Cutler, Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM, are joined by Sachal Mahajan, Director and Portfolio Manager, Disciplined Equities, and Yasser El Boudi, Associate Client Portfolio Manager, ETFs, both of BMO GAM. This episode was recorded live on Friday, October 23, 2026.
When one sector dominates the market, diversification isn’t as simple as owning the index — so how do you build a more balanced portfolio? In this episode, special guest Nick Koutsoftas joins host Zayla Saunders to break down how sector ETFs work, how they can be used to reduce concentration risk, and which sectors stand out as the most undervalued opportunities in today’s market. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Nick Koutsoftas is Vice President, Sector ETF Specialist at State Street Investment Management. This episode was recorded live on Monday, October 19, 2026.
Strategy & Insights
Actionable research, performance data and ETF education.
Strategy & Insights
Actionable research, performance data and ETF education.