In this episode, we’re joined by Bipen Rai, Managing Director and Head of ETF and Alternatives Strategy at BMO Global Asset Management.
We discuss the current macro environment, the outlook for interest rates, and how investors should think about portfolio construction as markets move further away from the post-GFC playbook. Bipen shares his perspective on gold and why it continues to play an important role in portfolios, how macro risks are evolving, and what signals investors should be paying attention to as we move forward.
We also touch on the broader investing landscape, risk management, and how investors can think more deliberately about diversification in an increasingly uncertain environment.
BMO ETFs is a sponsor of The Canadian Investor Podcast. This episode is for informational purposes only and does not constitute investment advice.
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