E281 – What ETF Flows Are Telling Us BMO ETFs: Views From The Desk podcast

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E281 – What ETF Flows Are Telling Us

2d ago 28:39

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Will it be another record-breaking year for Canadian ETF inflows? In this episode, Bipan Rai, Matt Montemurro, and your host, Erika Toth, delve into the latest industry data, exploring the seasonality of flows, currency hedging, fixed income positioning, a slight sector rotation, and a whole lot more.

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, ETFs, BMO GAM and Matt Montemurro, Managing Director and Head of FixedIncome and Equity Index ETFs, ETFs, BMO GAM. Recorded live on Sept 10, 2025.

ETFs:

National Bank Report, August 2025.

IEEPA: International Emergency Economic Powers Act

FOMC: Federal Open Market Committee

SPIVA data

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