Investors face the conundrum of a U.S. equity market that continues to move higher yet a U.S. dollar headed in the opposite direction, presenting a potential drag on total returns of U.S. assets. Bipan Rai, Managing Director of ETF and Alternatives Strategy for BMO Global Asset Management joins host Zayla Saunders to discuss strategies to shield portfolios from FX risk not just from a weaker U.S. dollar but global exposures. The episode was recorded live on Tuesday, September 16, 2025.
Funds mentioned:
BMO SPDR Technology Select Sector Index ETF – Hedged Units (Ticker: ZXLK.F)
BMO SPDR Communication Services Select Sector Index ETF – Hedged Units (Ticker: ZXLC.F)
BMO SPDR Utilities Select Sector Index ETF – Hedged Units (Ticker: ZXLU.F)
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