Markets Plus

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Listen to Markets Plus to hear BMO leading experts share a wealth of timely and relevant perspectives on factors shaping the markets, economy, industry sectors, and much more. For more information about Markets Plus, visit bmocm.com/marketsplus.

3 FÉVR.

The Hedge Report: Where Are Rates Headed?

The Hedge Report, a new series on Markets Plus, brings timely insights and practical hedging guidance designed for businesses navigating today’s uncertainty. Hosted by Cheryl Ferguson, Managing Director in Global Markets, each episode breaks down what’s moving markets and the strategies that can help manage interest rate and FX risk.

22 min
30 JANV.

Macro Horizons: Powell, Then Phil

In this episode from Macro Horizons, Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 2nd, 2026, and respond to questions submitted by listeners and clients.

17 min
29 JANV.

Davos Unpacked: Signals of Global Optimism Ahead

In this episode of Markets Plus, Deland Kamanga, Group Head, Wealth Management, and Dr. Laurence B. Mussio, Special Advisor to the CEO, BMO Financial Group and Chair of the Long Run Institute, unpack the optimistic energy coming out of Davos 2026. From the powerful momentum behind AI and the shift toward energy abundance to the broader signals shaping the world’s economic outlook, they explore how these themes are influencing global growth, investment thinking, and the opportunities emerging ahead.

24 min
24 JANV.

Metal Matters: Geopolitical Rupture and the Age of Metals Stockpiling

In this episode of Metal Matters, Helen Amos discusses new highs in gold and silver prices as transatlantic tensions around Greenland’s future escalate. We look at how US metals stockpiling over Trump’s second term compares with the Cold War era, and reflect on new questions around China’s aluminium output, met coal’s steady come back and tin’s outperformance.

13 min
21 JANV.

Macro Horizons: Patience at the Fed

In this episode from Macro Horizons, Ian Lyngen and Ben Jeffery discuss the bearish breakout in Treasury yields and whether 4.30% 10s represents the extent of the weakness, or if there is more to come. They also consider the outcomes from President Trump's upcoming nomination for the next Fed chair.

17 min
15 JANV.

Capital Markets Assumptions and Themes – Outlook for 2026

In this episode from BMO's Beyond the Portfolio podcast, host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, sits down with Dan Phillips, Chief Investment Officer for BMO U.S. Wealth Management, and Carol Schleif, Chief Market Strategist at BMO Private Wealth, to examine capital markets in 2026, as part of the ongoing Outlook Series. So far in this series, we've covered: equities — how earnings, innovation, and valuations are shaping the stock market; fixed income — how rates, inflation, and credit are redefining portfolio construction; and private markets — how capital formation, exits, and liquidity are evolving. Today, we're stepping back from the individual asset classes and focusing on the big structural forces, the deep currents underneath markets that don't change in months or quarters, but over years and decades. These are the forces that drive where capital flows, where growth comes from, and where risk hides.

36 min
19/12/2025

Unlocking Latino Business Power to Fuel the Economy

In this episode, Augustin de Kerversau, Chief Operating Officer, BMO U.S. Banking, and Jennifer Garcia, Chief Operating Officer of Latino Business Action Network (LBAN), explore the transformative power of Latino entrepreneurship. From a $4 trillion GDP contribution to a 44% surge in business formation, the conversation dives into the data, the barriers to capital and contracts, and the ecosystem strategies that are reshaping the future of the U.S. economy.

24 min
18/12/2025

Equity Market Outlook for 2026

Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, sits down with Dan Phillips, Chief Investment Officer for BMO U.S. Wealth Management, Brent Joyce, Chief Investment Strategist at BMO Private Wealth, and Carol Schleif, Chief Market Strategist at BMO Private Wealth, to examine the outlook for equity markets in 2026, as part of the ongoing Outlook Series. The conversation explores where opportunities may emerge across sectors and geographies, how valuation and earnings dynamics are shaping the investment landscape, and key considerations for portfolio positioning as market leadership evolves. Together, Dan, Brent, and Carol provide strategic insights to help investors cut through market noise and focus on what matters most for equity portfolios in the year ahead.

34 min

Tout afficher (298)

Listen to Markets Plus to hear BMO leading experts share a wealth of timely and relevant perspectives on factors shaping the markets, economy, industry sectors, and much more. For more information about Markets Plus, visit bmocm.com/marketsplus.