96 episodes

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/

BMO Equity Research IN Tune BMO Capital Markets Equity Research

    • Business
    • 5.0 • 5 Ratings

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/

    Food, Ag, Fertilizer, and ESG From BMO’s 19th Annual Farm to Market Conference

    Food, Ag, Fertilizer, and ESG From BMO’s 19th Annual Farm to Market Conference

    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 “Water Stress in the Food & Agriculture Sector: Risks, Best Practices, and Innovation Opportunities “
    To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

    • 20 min
    Investment Ideas for Climate Change: Discussing the BMO Climate Opportunities Screen

    Investment Ideas for Climate Change: Discussing the BMO Climate Opportunities Screen

    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 disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

    • 15 min
    Dollarcity 101: Resonating So Far With Runway for Growth

    Dollarcity 101: Resonating So Far With Runway for Growth

    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 here for transcript.
    To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

    • 21 min
    BMO Sustainability Leaders: The Role of Responsible Mining

    BMO Sustainability Leaders: The Role of Responsible Mining

    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.bmocapitalmarkets.com/documents/SldQc294alVqTDhXVVh6VWR0UW4xY3RRYUx5aGFsMzByQzVGekhpZCtXVXNxcU1hN1huVUkxR2xpUEQ4SmRuTGdrMXZJOC9HT2NvTFIxUzFqdytPTEE9PQ2.PDF
    To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

    • 23 min
    Metal Matters: Conference Crescendo

    Metal Matters: Conference Crescendo

    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.bmocapitalmarkets.com/public-disclosure/

    • 11 min
    Metal Matters: The Old Guard Step Up for 2024

    Metal Matters: The Old Guard Step Up for 2024

    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.bmocapitalmarkets.com/documents/WDJENEJodnNFL1RyYWIrVDRTVHlPQi9OMS9tekpBVFYvZFoyc05IeXpQTElCSlo0NGFXemFHNlprVFBYejI3bjI5Smxndk1Nb29BdURLL3hUczdRZmc9PQ2.PDF
    To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

    • 13 min

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Ben D. Jones and Emily Larsen with BMO Global Asset Management