Bipan Rai
Head of ETF Strategy, Exchange Traded Funds
Bipan Rai joined BMO Global Asset Management in 2024 and currently serves as Head of ETF Strategy, delivering strategic research for the ETF and Structured Solutions team. He is highly regarded for his macroeconomic insights as well as his knowledge of market structure for various asset classes. His focus is on fundamental macro research and the implications for the ETF market place, including economic, monetary and fiscal policy analysis alongside developments in funding and liquidity. Prior to joining BMO GAM, Bipan spent 13 years as a top-ranked strategist at a large Canadian dealer. He has won several awards for his research from various publications (Greenwich Survey, Bloomberg) and is a regular contributor to global business media outlets (BNN/Bloomberg, CNBC, WSJ). He holds an MBA from the Schulich School of Business at York University and a Bachelor of Engineering degree (Aerospace Engineering) from Toronto Metropolitan University.
Current Trade Ideas
Current Podcasts
As a shifting economic backdrop fans recession fears in the U.S., is a soft landing still on the table? In this episode, ETF Strategist Bipan Rai, and your host, Erika Toth, analyze the market outlook. They also discuss our third quarter investment strategy reports and portfolio construction across asset classes. Erika Toth is a Director of Institutional and Advisory for Eastern Canada at BMO Global Asset Management (BMO GAM). She is joined on the podcast by Bipan Rai, Head of ETF Strategy, at BMO GAM. The episode was recorded live on Wednesday, August 28, 2024.
In this special episode, ETF Strategist Bipan Rai, and your host, Erika Toth, delve into the latest ETF industry flows and the top themes shaping markets amid recent bouts of volatility. They also explore several solutions to stay invested and keep calm when the market is not. Erika Toth is a Director of Institutional and Advisory for Eastern Canada at BMO Global Asset Management (BMO GAM). She is joined on the podcast by Bipan Rai, Head of ETF Strategy, at BMO GAM. The episode was recorded live on Wednesday, August 21, 2024.
Is the U.S. heading for a recession? In today’s episode, Portfolio Manager Chris Heakes, ETF Strategist Bipan Rai, and your host, Mckenzie Box, examine key economic indicators and historical trends. They also share defensive strategies to add to your investing toolkit
Performance and Strategy Updates
All prices, returns and portfolio weights are as of market close on June 30, 2024, unless otherwise indicated.