In this episode, ETF Strategist Bipan Rai, and your host, Erin Allen, unpack the growing tensions between U.S. President Donald Trump and Fed Chair Jerome Powell, touching on how political pressures could reshape monetary policy expectations and sector performance—and what it all means for investors. Erin Allen is a Director of Direct Distribution at BMO Global Asset Management (BMO GAM). She is joined by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO GAM. The episode was recorded live on July 2...
In this episode, ETF Strategist Bipan Rai, and your host, Erin Allen, unpack the growing tensions between U.S. President Donald Trump and Fed Chair Jerome Powell, touching on how political pressures could reshape monetary policy expectations and sector performance—and what it all means for investors.
Erin Allen is a Director of Direct Distribution at BMO Global Asset Management (BMO GAM). She is joined by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO GAM. The episode was recorded live on July 23, 2025.
Funds:
- BMO SPDR Utilities Select Sector Index ETF (Ticker: ZXLU)
- BMO Equal Weight Industrials Index ETF (Ticker: ZIN)
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