E319 – How Do You Build an Inflation-Resilient Portfolio?

Inflation remains an important consideration in portfolio construction, particularly as diversification within traditional financial assets can be less reliable across market environments. In this episode, special guest Brock Smusiak joins hosts Zayla Saunders and Hilly Cutler to discuss how ETFs across commodities, gold and inflation-linked bonds can help address portfolio risks within that broader context. Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Hilly Cutler is Director of Portfolio Consulting and Senior Portfolio Consultant at BMO GAM. They are joined by Brock Smusiak, Director, ETF Consultant at BMO GAM. This episode was recorded live on June 22, 2026.

ETFs mentioned: · BMO MSCI EAFE Index ETF (Ticker: ZEA) · BMO Short-Term US TIPS Index ETF (Ticker: ZTIP) · BMO Broad Commodity ETF (Ticker: ZCOM)

Sources: · ‘Inflation Toolkit: Five Ways to Protect Your Portfolio from Rising Consumer Prices’ – Brock Smusiak, Director, ETF Consultant, BMO GAM · Morningstar Direct, BMO Global Asset Management as at June 19, 2026 · Canadian ETF Weekly Recap | CIBC, Jennifer Li - June 22, 2026 · ETF Impact Report 2026–2027, State Street Investment Management · ‘Commodities, Reconsidered: From Tactical Trade to Structural Allocation’ | Advisor Analyst – Bipan Rai, Managing Director, Head of ETF & Alternatives Strategy, BMO GAM

AUM: Assets Under Management CPI: Consumer Price Index GFC: Global Financial Crisis TIPS: Treasury Inflation-Protected Securities Real Return Bond (RRB): A government bond whose principal and interest payments are adjusted for inflation, so the return you earn is protected against rising prices.

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