Latest / In the Money with Amber Kanwar
$75 Billion CIO Says What Wasn’t Working is Starting to Win
Is it time to rotate back into U.S. equities? Sadiq Adatia, Chief Investment Officer at BMO Global Asset Management, oversees $75 billion in direct assets—and he's making bold moves. In this episode, Sadiq reveals why he’s gone overweight U.S. stocks again, what’s changed in his view on gold, and why Canadian markets might deserve a second look.
We cover everything from tariffs and interest rates to inflation, AI disruption, and whether the resilient U.S. consumer can keep this market rally alive.
In our Pro Picks segment, Sadiq highlights two sectors he's leaning into, and one he’s staying…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.