Erika Toth

After another 50-basis point rate cut, the market is weighing where the Bank of Canada’s rate path goes from here. While the latest inflation print south of the border may complicate that trajectory. BMO Portfolio Manager Matt Montemurro, Head of Fixed Income and Equity Index ETFs joins Bipan Rai, Managing Director, BMO ETFs Strategist, and your host Erika Toth, Director for BMO ETFs, Eastern Canada, to discuss how investors can play the central bank’s direction on monetary policy. This episode was recorded live on December 11, 2024.

As markets prepare for Trump 2.0, ETF Strategist Bipan Rai, and your host, Erika Toth, draw parallels between the 2016 and 2024 economic dynamics, discussing proposed policies, emerging trends, and what to expect going forward. 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, November 27, 2024.

In this deep-dive episode, special guest Paul Riccardella, and your host, Erika Toth, explore the evolution of factor ETFs and delve into all things Quality investing — from the general risk-return profile to the nuts and bolts of MSCI’s detailed methodology, and how the Quality factor holds up in different market environments. Erika Toth is a Director of Institutional and Advisory for Eastern Canada at BMO Global Asset Management. She is joined on the podcast by Paul Riccardella, Executive Director of Client Coverage at MSCI. The episode was recorded live on Wednesday, October 30, 2024.

Does a soft-landing scenario remain viable? It depends who’s asking. In this episode, ETF Strategist Bipan Rai, and your host, Erika Toth, explore the humming U.S. economy, while Canada’s faces turbulence in the home stretch of 2024. They also discuss our fourth 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, October 23, 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.