BMO Equity Research IN Tune

BMO Equity Research IN Tune

IN Tune is a podcast series featuring Equity Research analysts from BMO Capital Markets. Our shows explore key emerging themes, trends, and issues which are important to our institutional clients globally. Visit our website at https://researchglobal0.bmocapitalmarkets.com/

Episodes

Markets Plus: Canada’s New Leadership: Navigating Key Challenges and Opportunities

May 2, 2025 • 28 mins
In a special episode of the Markets Plus podcast recorded on April 30, Camilla Sutton, Managing Director and Head of Equity Research, Canada & UK, BMO Capital Markets, moderates a timely and engaging discussion on the implications of the Canadian election. Joining her on the show: Hon. Brian Tobin, Vice Chair, BMO Financial Group and Hon. Jason Kenney, Senior Advisor, BMO Financial Group. Click here for transcript.
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Markets Plus: 2025 Canadian Election

April 30, 2025 • 27 mins
On April 28, Canadians elected Members of Parliament to represent them in the House of Commons. The following day, BMO hosted a discussion to cover the economic, markets and tax policy implications. Click here for transcript.
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Markets Plus: Industry in Focus: How Trade Volatility is Affecting Manufacturing

April 21, 2025 • 31 mins
The ongoing uncertainty around U.S. tariffs on foreign goods is affecting business leaders across all industries. On April 17, BMO hosted a discussion to cover macroeconomic trends that are specifically impacting manufacturers with our economic and industry experts. (31 min) Click here for transcript.
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Sustainability Leaders: Critical Minerals Investment Outlook

February 26, 2025 • 24 mins
Critical minerals are essential inputs in modern energy and high-tech applications, including batteries, energy storage and infrastructure, and national security. They also play an important role in the global energy transition, where demand is expected to necessitate significant investment in order to develop new mines, downstream processing capacity, and secure and resilient supply chains. In this BMO podcast, Greg Jones, Battery...
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Metals & Mining: Shedding Light on a Sustainable Future

February 21, 2025 • 28 mins
How is the metals and mining industry driving sustainable development? Rohitesh Dhawan, CEO and President of the International Council on Mining and Metals (ICMM), and Camilla Sutton, BMO's Head of Equity Research for Canada and the UK, explore the industry's progress, key achievements, and what’s next. During this 30-minute episode, they discuss the ICMM and its members' progress on Consolidated Mining Standards, TNFD, decarboniza...
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Markets Plus: US-Canada Tariffs: The Economic and Market Impacts

February 6, 2025 • 30 mins
Michael Gregory, Deputy Chief Economist and Head of US Economics, discusses how tariffs and the ongoing uncertainty around them impacts the outlook for the Canadian and U.S. economies; while Brian Belski, Chief Investment Strategist discusses his equity investment outlook for both Canada and the US.  Click here for transcript. To access our full disclosures, please visit: https://research.bmo.com/public/disclosures 
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Impact of U.S. Tariffs on Canada's Economy, Equities, Oil, Autos, and Banks

February 3, 2025 • 24 mins
How will U.S. Tariffs on Canada impact the economy, equities, oil & gas, autos, and banks? Join us for a 25-minute discussion/videocast/podcast with BMO’s Deputy Chief Economist, Michael Gregory, Chief Investment Strategist, Brian Belski, Oil & Gas Analyst, Randy Ollenberger, Consumer Analyst, Tamy Chen and Banks Analyst, Sohrab Movahedi, recorded 24hrs before the tariffs are set to take effect (recorded on February 3, 2025). To ac...
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Markets Plus: The Trump Tariff Threat

December 10, 2024 • 32 mins
U.S. President-Elect Donald Trump’s threats to impose a 25% tariff on all Canadian and Mexican products may be a way to bargain with important trade partners but it doesn’t diminish the urgent need for North American markets to prepare for potential duties. Listen to, Steve Verheul, Former Chief Trade Negotiator for Canada,(Moderator) Allison Hakomaki, Head, National Agriculture, Public Sector & Emerging Industries, BMO Commercial ...
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Markets Plus: The Election Effect: What’s Next for the Economy, Markets and Interest Rates?

November 7, 2024 • 35 mins
How will an altered political landscape in Washington affect the U.S. fundamental outlook? Camilla Sutton, BMO Capital Markets Managing Director, Head of Equity Research, Canada & UK, moderated a discussion with BMO experts across macroeconomics, financial markets, and rates to understand the current and future implications of the 2024 election. Listen to Doug Porter, Managing Director and Chief Economist; Brian Belski, Chief Inves...
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Navigating the U.S. Election Outcomes From a Macro Lens

October 18, 2024 • 32 mins
As we prepare for the upcoming US Presidential election, we spend some time with five of our BMO Capital Markets experts who run through how they see market impacts unfolding. Our guests include: Sal Guatieri, BMO’s Sr. Economist and Brian Belski, BMO’s Chief Investment Strategist; as well as three of our Equity Research Analysts Colin Hamilton, who focuses on metal commodities, Randy Ollenberger on Oil and Gas and Doug Morrow on E...
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The AI + Data Center Build Out: Sustainability Impacts, Second Order Beneficiaries

July 16, 2024 • 13 mins
During this podcast Doug Morrow, ESG Analyst, takes the listening through how the AI/data center build out is contributing to a new era of electricity demand, on the back of which firms like Amazon (AMZN), Alphabet (GOOGL), Meta Platforms (META) and Microsoft (MSFT) are highly focused on responsible data center construction and operation. However he sees an emerging short-term trade-off between growing their AI business and hitting...
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How to be a Better Energy Investor

July 8, 2024 • 21 mins
All to often, energy investors focus on the commodity but for mid-cap Oil & Gas companies, share price performance is more determined by evolving company prospects, particularly related to undrilled well inventory. The change in perception as it relates to this undrilled acreage, either by a new oil pool discovery, or advancements in fracking technology, is a much more determining (and forecastable) factor in the long-term upside p...
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Food, Ag, Fertilizer, and ESG From BMO’s 19th Annual Farm to Market Conference

May 28, 2024 • 20 mins
This episode of INTune delves into the takeaways from BMO’s 19th Annual Farm to Market Conference and stretches across the food and agriculture value chain. Equity Research Analysts Kelly Bania, Joel Jackson, Doug Morrow, and Andrew Strelzik join in a discussion on the impacts of commodity price volatility, consumer trends, ag tech, and water on equities. (20 mins) Click here for transcript. Click here for Doug Morrow's Report “Wat...
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Investment Ideas for Climate Change: Discussing the BMO Climate Opportunities Screen

May 22, 2024 • 15 mins
In this edition of BMO’s INTune podcast series, we sit down with Doug Morrow and Devin Dodge from BMO’s Equity Research team to discuss the BMO Climate Opportunities Screen and some of the companies from our coverage that are positively exposed to the energy transition megatrend. (15 mins) Please view our report, “Future Facing Investing: The BMO Climate Opportunities Screen” Click here for episode transcript. To access our full di...
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Dollarcity 101: Resonating So Far With Runway for Growth

April 24, 2024 • 21 mins
Tamy Chen and Emily Foo join this edition of our IN Tune podcast to discuss their recent report entitled “Dollarcity 101: Resonating So Far With Runway for Growth” and how recent quarters of strong equity income growth from Dollarama’s (DOL) joint venture in LATAM called Dollarcity has brought increasing attention to this business as it could provide the second leg of multi-year growth when DOL eventually matures in Canada. Click h...
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BMO Sustainability Leaders: The Role of Responsible Mining

March 1, 2024 • 23 mins
This week we have a special episode of IN Tune sharing a podcast from BMO’s Sustainability Leaders that aired on February 20, 2024. Colin Hamilton, Commodities Analyst, BMO Capital Markets, sat down with the International Council on Mining and Metals (ICMM)’s President and CEO Rohitesh Dhawan to discuss what the industry needs to do to embrace nature-positive mining (24 min). Episode transcript: https://research-ca.bmocapitalmarket...
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Metal Matters: Conference Crescendo

February 23, 2024 • 11 mins
In this episode we preview BMO’s 33rd Global Metals, Mining and Critical Minerals conference, and discuss the annual zinc treatment charge negotiations.  11 min Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/QkRSMEVVTDBUcG9GS3RNZDJxUTd0ZjFvUmdvSnNkMEJhSHJvd0ZOOElXVDdIdnlXbEc4ei9xMzdRUmtHUFNYcERMZTZyUGlzdmlTakx5UFBFUlgyR1E9PQ2.PDF To access our full disclosures, please visit: https://researchglobal0.bmocapit...
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Metal Matters: The Old Guard Step Up for 2024

December 15, 2023 • 13 mins
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. 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/e9d00408-6249-4535-80d7-25496e8af494/ Episode transcript: https://research-ca.bmocap...
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Metal Matters: U Kids on the Block at the World Nuclear Symposium

September 1, 2023 • 18 mins
In this special podcast we discuss the outlook for uranium ahead of the World Nuclear Symposium in London, covering market dynamics, current sentiment towards uranium, and the demand growth potential from small modular reactors. (18 min). BMO clients can view our report, "U Kids on the Block", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/d1f5bec3-dfbe-418b-9674-948f8ba6a84e/ Episode transcript: https://resear...
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FedEx: Deeper & Bolder DRIVE Needed

July 30, 2023 • 19 mins
Fadi Chamoun and John Stephenson join this edition of our IN Tune podcast to discuss their recent report on FedEx and its well-received cost reduction plan. Although the plan is sizeable and recent results are favorable, they argue that the program needs to be deeper and bolder and see the risk/reward in the stock as more balanced despite the encouraging steps FDX has taken to improve efficiency. BMO clients can view our report, “F...
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