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.

Check out our portfolio by going to Jointci.com

Our Website
Our New Youtube Channel!
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Apple Podcast - The Canadian Real Estate Investor

Spotify - The Canadian Real Estate Investor

Web player - The Canadian Real Estate Investor

Asset Allocation ETFs | BMO Global Asset Management

Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.

Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

See omnystudio.com/listener for privacy information.

Gold, Interest Rates, and the Macro Outlook with Bipen Rai

The Canadian Investor

Gold, Interest Rates, and the Macro Outlook with Bipen Rai