In this episode of our podcast, we reconnect with Doug Morrow, Director, ESG Strategy, and get his view on today’s big ESG themes and an update on the research team’s ESG initiative. We cover the upcoming COP 26 and concerns about greenwashing, and review key findings from some of our latest ESG research, including the GHG intensity of the S&P/TSX 60 compani ... Show More
Oct 6
Markets Plus: What’s Next in Economics, Markets and Trade
With a few months to go in 2025, our expert panel delves into their latest outlook for the US and Canada, exploring GDP, inflation, central bank policy and trade policy. Ernie Tedeschi, Director of Economics at Yale University’s Budget Lab, Doug Porter, Chief Economist, BMO and D ... Show More
34m 32s
Sep 19
Metal Matters: Debating a New Up-Cycle
In the first episode of our re-launched podcast, we discuss copper back to $10k, iron ore’s resilience, macro shifts, Chinese stockpiling, and the case for a new mining upcycle. BMO clients can view our reports here: BMO Precious Metals Monitor: Poised for the Cut PGMs: Pickin ... Show More
13m 48s
Jul 9
Copper Tariff Surprise
If enforced, President Trump’s introduction of a 50% tariff on copper could significantly impact global copper pricing, supply chains and inventories. Join our Equity Research Analysts, Helen Amos, Matt Murphy, and Katja Jancic, as they discuss anticipated outcomes and implicatio ... Show More
26m 42s
Nov 2022
Stephan Kessler: What Does the Future Hold for ESG Investing?
Critics of sustainable investing have said that Environmental, Social, and Governance strategies require investors to sacrifice long-term returns, but is this really the case?
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Welcome to Thoughts on the Market. I'm Stephan Kessler, Morgan Stanley's Global H ... Show More
3m 29s
Mar 2022
Michael Zezas: A Framework for ESG Growth in U.S.
While the demand for Environmental, Social, and Governance investing has been growing primarily in Europe, a potential new regulatory policy may drive new interest and opportunity for U.S. investors.
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Welcome the Thoughts on the Market. I'm Michael Zezas, Head ... Show More
2m 16s
May 2023
What's in a Name? ESG and Greenwashing
For more than a century, the ESG label has been used to describe investments that take environmental, social and governance concerns into account. Recently, the label has become a political flashpoint, buffeted between lawsuits from the right and accusations of greenwashing from ... Show More
45m 23s
Feb 2020
Capital Advisory Group Part IV: The Future of ESG Investing
77% of managers said they didn’t know or didn’t think that ESG provided any alpha opportunities, according to a recent client study on ESG by the Capital Advisory Group.
In this podcast episode, Kumar Panja, head of J.P. Morgan’s EMEA Capital Advisory Group discusses application ... Show More
14m 57s
Sep 2021
Sustainable Investing & ESG ETFs
In this Let's Talk ETFs podcast, Seeking Alpha speaks with Stephan Flagel, Chief Product Officer of Qontigo.to discuss how the ESG space is affecting exchange traded funds.,
Show Notes:
2:30 - Tell us about yourself and Qontigo
6:00 - What is ESG, sustainable investing, all about ... Show More
40m 32s