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 positioning for 2024. The episode was recorded live on Thursday, December 21, 2023.
BMO E ... Show More
Sep 15
E331 – Summer Report Card: ETF Flows, Key Trends & Fall Outlook
What did markets earn over the summer—and what does the back-to-school season mean for investors? In this episode, host Hilly Cutler sits down with Matt Montemurro to assess how equities, bonds, and commodities performed over the past few months, where ETF flows are heading, and ... Show More
30m 46s
Oct 2024
Quarterly Capital Markets Podcast
In this episode of Markets Plus, Warren Estey, Head of Investment Banking at BMO Capital Markets, sits down with Eric Benedict, Co-Head, Global Equity Capital Markets and Ian Lyngen, Head of U.S. Rates Strategy, to discuss the state of the equity markets, ECM activity, Fed policy ... Show More
18m 46s
Jan 2024
Dividend Growth Stocks, BTC ETF Analysis, and Trump's Iowa Sweep: Insights from 'Money Moves' Podcast | Money Moves
<p>This episode of "Money Moves" focuses on stock market trends, real estate developments, and personal finance tips. The hosts, Matty A. and Ryan Breedwell, discuss recent Federal Reserve statements and their impact on bond yields and equities. They delve into the Bitcoin ETF an ... Show More
46m 47s
Nov 2025
The TSX Hits $6 Trillion While TMX Has a Monster Quarter
In this episode, Simon breaks down the latest from the Bank of Canada and the Fed and why both are cutting rates again, but sending different signals on what comes next. He then walks through earnings from TMX Group, Allied Properties, and Franco-Nevada. TMX and Franco continue t ... Show More
34m 57s
Aug 2024
As Good As It Gets For The Stock Market?
On this latest episode of the "On the Tape" podcast, hosts Guy Adami, Liz Young Thomas, and Dan Nathan discuss market trends and Federal Reserve updates. They reflect on Fed Chair Jerome Powell's recent comments and his effective communication strategy while anticipating the upco ... Show More
32m 21s
Nov 2025
Trading Insights: Unpacking innovations in quantitative investment strategies (QIS)
<p>In this episode, Arnaud Jobert, co-head of Strategic Indices for Markets and Global Head of Equity Structuring, speaks with Eloise Goulder, head of the Data Assets & Alpha Group here at J.P. Morgan. They discuss the drivers of growth in the QIS business at J.P. Morgan, the ... Show More
19m 12s