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
Sep 10
Investment Opportunities in Canada Across Energy, Metals and Mining and Data Centers (25 min)
Canada is emerging at the center of several powerful investment themes: AI-driven infrastructure demand, growth in the energy sector, and the increasing importance of metals and mining and critical minerals. Ahead of the Canada Investment Summit, our analysts examined the scale o ... Show More
25m 31s
Aug 26
Global Trade Outlook: The Canada-U.S. Tariffs Challenge (27 min)
In this episode of Markets Plus, BMO experts focus on what the latest developments mean for growth, investment and business decisions in North America. Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosures
27m 30s
Jun 2022
ESG and the future of sustainability
This episode features Osler’s Andrew MacDougall, partner, Corporate, in conversation with Michael Torrance, Vice President and Chief Sustainability Officer of BMO Financial Group, about the importance of ESG to sustainability and corporate responsibility. ESG reinforces the idea ... Show More
50m 39s
Jan 2024
E207 – 2024 BMO ETF Desk Update on Positioning
In this episode, the team discusses the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which examine interest rate expectations, the Technology sector, U.S. and Canadian banks, a barbell strategy to add duration, and portfolio positionin ... Show More
19m 29s
Oct 2023
Metal Matters: Don’t Fear, LME Week Is Here
This week we preview LME Week 2023, discuss global industrial outlook and our recent price changes, and provide some quick thoughts on aluminium. BMO clients can view our report, "Q4 2023 Metals & Bulk Commodity Price Update: Steadying the Ship", by visiting: https://researchglob ... Show More
8m 52s