ZSML - FINB BMO S&P sociétés américaines à faible capitalisation

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.

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.

Donald Trump has been elected the 47^th U.S. president. In this special episode, ETF Strategist Bipan Rai, and your host, Erika Toth, recap the results and digest the market’s reaction. They also discuss several vital themes to keep an eye on in the months ahead as the new administration takes office. 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 Thursday, November 7, 2024.