Trade Ideas
As inflation risks rise, a resilient allocation strategy could require more than stocks and bonds. Here are five ways to help hedge portfolios and diversify risk.
Managing concentration risk without sacrificing long‑term growth potential has become a key portfolio construction priority.
An ability to earn incremental income through senior, floating rate exposures has been a powerful tailwind for CLO ETFs through a volatile market this year.
Recent Podcasts
In this episode, Darim Abdullah joins hosts Zayla Saunders and Hilly Cutler to unpack why not all US equity exposure is created equal — from the mechanics of concentration risk in market cap weighted indices, to how equal weighting can broaden a portfolio’s return drivers and reduce reliance on a handful of mega cap names.
Why are pensions, insurers and family offices increasingly turning to ETFs — not just tactically, but at the core of portfolio construction? Bipan Rai sits down with Daniel Stanley, head of institutional sales and services at BMO Global Asset Management, to discuss liquidity, “portable alpha”, fixed income ETFs and how institutions are reshaping the active-versus-passive debate. This podcast was record on May 27, 2026.
In this episode, host Zayla Saunders and guest Sheldon Quan King from MSCI Canada explore why index choice is itself an investment decision — from how index construction methodology shapes investor outcomes, to the case for international small and mid cap equities, and the growing role of equal weight strategies in reducing concentration risk.
In this episode, Erika Toth and Hilly Cutler sit down with host Zayla Saunders to break down the rise of asset allocation ETFs in Canada: from their origins and evolution over the past decade to the fee innovations, flow trends, and real-world portfolio use cases shaping the space today.
Strategy & Insights
Actionable research, performance data and ETF education.
Strategy & Insights
Actionable research, performance data and ETF education.