E277 – Trump, Tariffs, and Trade Agreements

What’s next for U.S.-Canada trade? In this episode, ETF and Alternatives Strategist Bipan Rai, and host, Erika Toth, break down the current and potential implications of reciprocal tariffs and explore key data points to watch.

Erika Toth is Director, Institutional & Advisory at BMO Global Asset Management (BMO GAM). She is joined by Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO GAM. Recorded live on August 6, 2025.

Funds:

• BMO Equal Weight Industrials Index ETF (ZIN)
• BMO Canadian Bank Income Index ETF (ZBI)
• BMO Short Corporate Bond Index ETF (ZCS)
• BMO US Aggregate Bond Index ETF (ZUAG)
• BMO Short-Term US Treasury Bond Index ETF (ZTS)
• BMO AAA CLO ETF (ZAAA)
• BMO Covered Call Technology ETF (ZWT)

 

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