BMO Equity Research IN Tune

BMO Capital Markets Equity Research

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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://research.bmo.com/

17 FÉVR.

Metal Matters: The World Needs More Mining and Demands Better Mining

In this special Metal Matters podcast, BMO Commodities Analyst Helen Amos is joined by Ro Dhawan, President and CEO of the ICMM to discuss how the role of sustainable mining is shifting in a world where mining and critical minerals has been thrust into the foreground of global geopolitics. They discuss the new Consolidated Mining Standard which marks a major turning point in harmonising standards across the industry, as well as progress made in tailings management, gender-based violence, and the urgency around improving safety performance. Ro suggests that the increase in government participation and M&A in mining could bring opportunities for sustainability too. Click⁠ here⁠ for transcript. To access our full disclosures, please visit: ⁠https://research.bmo.com/public/disclosures

40 min
21/11/2025

Metal Matters: Delving Into the Macro

In this episode, Helen Amos is joined by BMO’s Chief Economist Doug Porter to discuss the impact of big macro shifts on the metals and mining space. They talk everything from rate cuts, the US dollar, AI, de-dollarisation, global trade, and emerging market development Click here for transcript. To access our full disclosures, please visit: ⁠https://research.bmo.com/public/disclosures ⁠

39 min
06/10/2025

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 Dan Philips, Chief Investment Officer, BMO US Wealth Management, each provide their unique perspectives on asset classes, market risks, and the evolving landscape influenced by AI, automation, and de-globalization. Click here for transcript To access our full disclosures, please visit: https://research.bmo.com/public/disclosures

35 min
19/09/2025

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: Picking the Right Basket⁠⁠ Anti-Involution Needs Patience: Copper and Coal Screen Strongest⁠ ⁠Click here for transcript.⁠ To access our full disclosures, please visit: ⁠https://research.bmo.com/public/disclosures

14 min
09/07/2025

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 implications moving forward. Click here for transcript. Click here for important disclosures.

27 min
24/06/2025

What’s Next for Canada? Policy, Economic and Energy Impacts of a New Government

BMO experts discuss the evolving Canadian political and economic landscape following the election of Prime Minister Mark Carney. Click here for transcript. ⁠Click here for important disclosures⁠.

27 min
02/05/2025

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

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. ⁠⁠Click here for important disclosures⁠⁠.

28 min
30/04/2025

Markets Plus: 2025 Canadian Election

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. ⁠⁠Click here for important disclosures⁠⁠.

27 min

Tout afficher (114)

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://research.bmo.com/