From record ETF inflows to a broadening AI story reshaping global equity markets, the investment landscape continues to evolve. In this episode, special guest Bipan Rai joins hosts Zayla Saunders and Hilly Cutler to unpack his quarterly portfolio strategy, and what it all means for investor positioning as Q3 gets underway.

Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. They are joined by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO GAM. Recorded live on Monday, July 06, 2026.

ETFs:

· BMO MSCI Emerging Markets Index ETF (ZEM)

· BMO MSCI USA High Quality Index ETF (ZUQ)

· BMO S&P/TSX Capped Composite Index ETF (ZCN) 

· BMO Covered Call Canadian Banks ETF (ZWB)

· BMO Low Volatility US Equity ETF (ZLU)

·  BMO US Aggregate Bond Index ETF (ZUAG)

·  BMO Covered Call Spread Gold Bullion ETF (ZWGD) 

·  BMO Broad Commodity ETF (ZCOM) 

·  BMO Global Infrastructure Fund (Active ETF Series) (ZGIF)

· BMO US Aggregate Bond Index ETF (Hedged Units) (ZUAG.F) 

· BMO Market+ ETFs

Sources:

Mark Burgess, “How Canada hit $1-trillion ingross ETF assets,” The Globe and Mail, June 26, 2026

Noushin Ziafati, “Canadian ETF flows surpassed the $100B asset mark in first half of 2026,” Investment Executive, July 6, 2026

‘⁠Where is the Next AI Investment Opportunity?⁠’ –Views from the Desk E320 with special guest Jeremy Yeung

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