In this episode, Hilly Cutler joins host Zayla Saunders to unpack what ETF flows are revealing as we move through 2026 — the shift toward low-cost indexing, which Canadian sectors are leading the charge, and how rising yields are reshaping the bond landscape.

Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM). She is joined by Hilly Cutler, Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. This episode was recorded live on Monday, May 11, 2026.

ETFs mentioned:

· BMO Gold Bullion ETF (Ticker: ZGLD)

· BMO Broad Commodity ETF (Ticker: ZCOM) 

Source: ETF Flows, according to the National Bank Report, February 2026

Emerging markets: Major economies and many smaller countries such as China, India, Brazil, South Korea, Taiwan, and South Africa.

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