The Canadian ETF industry continues to expand – with estimates up to the end of November of last year suggesting assets under management in ETFs were now just above $565 billion.1 That represents a substantial increase over the prior year ($380 billion) and speaks to the growing popularity of ETFs as an investment tool.
When one hears the term ‘American exceptionalism’, for some investors, the first images that come to mind are perhaps that of a certain President-elect and his inclinations towards jingoism. But the usage of the term outside of the U.S. has intensified of late, particularly when it comes to markets.
By now, it’s well understood that an economic chasm has opened up between the U.S. and Canada. We can see this from incoming data and the corresponding divergence in speeds with which central banks are moving policy rates back to neutral, which is to say, for the Federal Reserve (Fed) is slower and the for Bank of Canada (BoC), faster. The rationale for why this gulf has developed is a topic for a different note. Instead, for investors, what is important is to understand how much of this theme is priced in.
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Gold tends to be a safe haven asset in times of economic uncertainty for its enduring value and lower correlation1 to traditional asset classes, offering a way to diversify portfolios. Amid ongoing geopolitical tensions, expected rate cuts, and market volatility, gold has been on a record run in 2024. Here are five reasons we believe it will continue to shine.
In this episode, special guest Sohrab Movahedi, ETF Strategist Bipan Rai, and your host, Skye Collyer, take a deep dive into Canada’s Big Six banks, from first-quarter earnings results to Trump’s tariffs and all the key themes in between. Skye Collyer is a Director of ETF Distribution at BMO Global Asset Management. She is joined on the podcast by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds, at BMO Global Asset Management, and Sohrab Movahedi, Managing Director of Financials Research at BMO Capital Markets. This episode was recorded on Monday, March 10, 2025.
What are ETF flows telling us? In this episode, ETF Strategist Bipan Rai, and your host, Erika Toth, pour over the latest industry data and provide detailed insights on how to navigate choppy markets. 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, BMO GAM. The episode was recorded live on Thursday, March 6, 2025.
Trump’s tariffs are coming — the question is: when? In this episode, ETF Strategist Bipan Rai, and your host, Zayla Saunders, discuss key dates and the potential real-world implications of a prolonged trade war. Zayla Saunders is a Senior Associate for Online Distribution at BMO Exchange Traded Funds. She is joined on the podcast by Bipan Rai, Head of ETF Strategy, BMO Global Asset Management. The episode was recorded live on Wednesday, February 26, 2025.
What are the sectoral flows into and out of the Global Industry Classification Standards, or GICS, telling us? In this episode, special guest Michael Arone, ETF Strategist Bipan Rai, and your host, Erika Toth, delve into the leaders and laggards. They also look back at historical trends and ahead for potential opportunities.
As the world reacts to Trump’s tariffs, questions mount over the far-reaching implications. In this episode, ETF Strategist Bipan Rai, Portfolio Manager Jeremy Yeung, and your host, Michelle Allen, explore what this could mean for the domestic economy, global supply chains, and the Technology sector. Michelle Allen is a Senior Associate of Online Distribution at BMO Exchange Traded Funds. She is joined on the podcast by Bipan Rai, the Head of ETF Strategy at BMO Global Asset Management (BMO GAM), and Jeremy Yeung, a Portfolio Manager (Technology and Communications), Global Equity, at BMO GAM. The episode was recorded live on Monday, February 3, 2025, at 11:00 AM, before Trump and Trudeau confirmed a 30-day moratorium on tariffs.
Looking to invest overseas with ease? In this deep-dive episode, special guests Johan Ahlberg, and Acushla Vestby, from BMO Global Asset Management’s Structured Solutions team, and your host, Erin Allen, explore the fundamentals of Canadian Depositary Receipts (CDRs) and how they give investors greater access to foreign markets. Erin Allen is Vice President of ETF Online Distribution at BMO Exchange Traded Funds. She is joined on the podcast by Johan Ahlberg, Director of Development and Strategy Advisory, Structured Solutions, at BMO Global Asset Management (BMO GAM) and Acushla Vestby, Managing Director and Head of Structured Solutions and National Accounts, at BMO GAM. The episode was recorded live on Thursday, January 30, 2025.
How are today’s hot-button issues impacting markets? In this episode, ETF Strategist Bipan Rai, and your host, Erika Toth, share more on their cautiously optimistic outlook and provide a first quarter update on portfolio positioning.
Trump and tariffs and trade, oh my! In this episode, special guest Chris Krueger, ETF Strategist Bipan Rai, and your host, Erin Allen, discuss the current state of affairs, Canada’s most likely path forward, and potential impacts to other allies.
Is the coast all clear for another banner year for U.S. assets? In this episode, ETF Strategist Bipan Rai, and your host, Erika Toth, explore several reasons to consider reorienting exposure. They also discuss important themes to watch in 2025. 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, January 15, 2025.
The Canadian ETF industry ended 2024 with a bang — shattering several records. In this episode, Portfolio Manager Matt Montemurro, ETF Strategist Bipan Rai, and your host, Skye Collyer, delve into the trends driving growth and which ETFs dominated flows. Skye Collyer is a Director of ETF Distribution at BMO Global Asset Management. She is joined on the podcast by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds, at BMO GAM, and Matt Montemurro, Head of Fixed Income and Equity Index ETFs at BMO GAM. The episode was recorded live on Wednesday, January 8, 2025.
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.