In this episode we discuss our expectations for metal and bulk commodity markets into 2024, a new era for gold, and why we see a tighter copper market than expected. (13 min).
BMO clients can view our report, “CORRECTION: Q1 2024 Metals & Bulk Commodity Price Update: The Old Guard Step Up”, by visiting: https://researchglobal0.bmocapitalmarkets.com/research/ ... Show More
Yesterday
Metal Matters: Super El Niño is here; what should investors be watching for? (31 min)
Helen Amos is joined by Doug Morrow, BMO’s Sustainability and Thematic Research Analyst, to discuss market risks and opportunities around the unfolding “super” El Niño, expected to be the strongest one ever seen, with an unusually high level of conviction from scientists. They di ... Show More
31m 34s
Oct 2
Metal Matters: Talking AI in Mining With McKinsey (Part 2)
In the final part of this special series on how AI is changing mining, Helen continues the discussion with McKinsey’s mining and AI experts Sean Buckley and Cris Cunha. They discuss how AI is shifting operating decisions from reactive to proactive, compressing response times, and ... Show More
43m 8s
Mar 2024
E217 – A Deep Dive on Gold
In this deep-dive episode, we explore the glittering world of gold bullion. They discuss notable trends, including the macroeconomic backdrop and push for de-dollarization, provide a use case for portfolio construction and introduce new BMO ETFs for Physical Gold.
The episode was ... Show More
19m 42s
Sep 2022
Battery Materials: Raising EV Sales, and What It Means for Lithium and Other Key Battery Metals
In this short (16 min) podcast, we discuss the key recent changes we have made to our EV sales forecasts and battery assumptions, and the resulting impacts on various upstream battery metals including lithium, nickel, cobalt, graphite, and others. BMO clients can view our reports ... Show More
15m 47s
Jan 2024
Investment Outlook for 2024
While 2023 created a challenging macro backdrop of stubborn inflation, heightened geopolitical tensions and sluggish growth, a year-end rally increased the prospect of a brighter 2024 economic outlook. David Lebovitz and Arjun Menon, Global Market Strategists, Multi-Asset Solutio ... Show More
20m 6s
Jan 2024
159: A Stock Picker's Guide To 2024
<p>In 2023, global equity markets experienced a notable surge, driven by resilient economic growth and increased investor confidence, setting an optimistic tone for the forthcoming year. In particular, U.S. equity performance surprised investors, but with higher rates and in ... Show More
19m 24s