E306 – Unpacking the Defensive Investing Toolkit

When markets turn, is your portfolio built to hold up? In this episode, Hilly Cutler and Bipan Rai join host, Tasha Konkin, to explore defensive investing — covering dividend, quality, low-volatility, and long-short strategies, and how they can help investors stay resilient in any market environment. Tasha Konkin is Director of ETFs for Western Canada at BMO Global Asset Management (BMO GAM). She is joined by Hilly Cutler, Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM and Bipan Rai, Head of ETF Strategy, Exchange Traded Funds at BMO GAM. This episode was recorded live on Tuesday, March 17, 2026.

ETFs mentioned: · BMO US Dividend ETF (ZDY) · BMO Canadian Dividend ETF (ZDV) · BMO Low Volatility US Equity ETF (ZLU) · BMO Asset Allocation ETFs · BMO SPDR Energy Select Sector Index ETF (ZXLE) · BMO Broad Commodity ETF (ZCOM) · BMO S&P/TSX Capped Composite Index ETF (ZCN) · BMO S&P 500 Index ETF (ZSP) · BMO Low Volatility Canadian Equity ETF (ZLB) · BMO Long Short Canadian Equity ETF (ZLSC) · BMO Long Short US Equity ETF (ZLSU) · BMO SPDR Select Sector Index ETFs

Source: ETF Flows, according to the National Bank Report, February 2026

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