40 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/

IN Tun‪e‬ BMO

    • Investing

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/

    ESG Performance in the Canadian Real Estate Industry

    ESG Performance in the Canadian Real Estate Industry

    BMO Capital Markets ESG Strategist, Doug Morrow and Real Estate Analyst, Jenny Ma, run through the highlights of their most recent report: Building Momentum: ESG Performance in the Canadian Real Estate Industry, as well as BMO’s integrated approach for assessing ESG in fundamental equity research.
    BMO clients can view our report by visiting: https://researchglobal0.bmocapitalmarkets.com/research/cdb3bdf9-37df-498d-9f7b-65dfd5fbb78a/
    To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
    Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/09137A70-BD47-4C70-B4C7-E232B7B98156.PDF

    • 30 min
    COVID-19: The Biden Presidency and What Lies Ahead

    COVID-19: The Biden Presidency and What Lies Ahead

    With Joe Biden sworn in as the 46th U.S. President, and on the day Canada marked the one-year anniversary of its first confirmed COVID-19 case, BMO hosted a live panel with internal and external experts to discuss the battle against the pandemic, from a health, markets, and macroeconomic perspective, including where it will finally plateau. Moderated by Chief Investment Strategist Brian Belski, the call featured medical commentary from Dr. John Whyte, Chief Medical Officer, WebMD, and Dr. Howard Ovens, Emergency Physician and Chief Medical Strategy Officer of Sinai Health. BMO experts, Deputy Chief Economist Michael Gregory and Margaret Kerins, Head of FICC Macro Strategy, discussed the economic and fixed income and equity market outlooks for Canada and the United States.
    To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
    Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/C988773E-DB74-45EC-9583-4C599211758D.PDF

    • 35 min
    Understanding the U.S. Cannabis Market

    Understanding the U.S. Cannabis Market

    Cannabis Analyst Tamy Chen discusses recent developments in U.S. cannabis. The U.S. will have a new Democratic President and the Democratic Party will take control of the U.S. Senate. Concurrently with the election, ballot initiatives in five states voted for some form of cannabis legalization. In this podcast, Tamy explains the current U.S. cannabis regulatory landscape, the potential pathways forward for regulatory reform, and what timing could look like. In addition, she provides her views on how the Canadian companies, which currently cannot enter the U.S., could position themselves when they are permitted to enter.
    To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/
    Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/01D484F4-118A-4556-A66F-A1C1A1C38EC7.PDF

    • 19 min
    COVID-19: What Comes Next

    COVID-19: What Comes Next

    As Canada and the United States begin the roll-out of a game-changing vaccine against COVID-19, BMO hosted a panel with in-house and external experts to discuss the implications from a health, markets and macroeconomic perspective, including where we are now, when a new normal might begin and what it will look like. The panel was moderated by Chief Investment Strategist Brian Belski, and featured medical commentary from Dr. John Whyte, Chief Medical Officer, WebMD, and Dr. Allison McGeer, Senior Clinician-Scientist, Lunenfeld-Tanenbaum Research Institute, Sinai Health. BMO experts, Deputy Chief Economist Michael Gregory and Margaret Kerins, Head of FICC Macro Strategy, discussed the economic and fixed income and equity market outlook for Canada and the United States.

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

    • 29 min
    Outlook for Canadian Grocery E-Commerce and COVID-19 Impacts

    Outlook for Canadian Grocery E-Commerce and COVID-19 Impacts

    COVID-19 has caused an abrupt channel shift from in-store to grocery e-commerce as consumers act to minimize risk at a minimal incremental fee. As a result, online grocery sales during the pandemic have reportedly doubled in the U.K. and China, tripled in Canada, and grown 5x to 6x in the U.S.
    BMO has conducted a proprietary survey of 1,000 Canadians to find out how their grocery shopping habits have shifted as a result of COVID-19 and, more importantly, how they intend to grocery shop going forward. Join our Consumer Analyst, Peter Sklar, for key findings from our survey and its implications for the Canadian grocers. Some questions we explored in our recent reports “Outlook for Canadian Grocery E-Commerce and COVID-19 Impacts,” “Online Engagement Metrics for Empire's Highly Anticipated Voilà.ca Launch,” and this podcast include:
    - How many Canadians shop for groceries online?
    - How much of the online shift will “stick” post-COVID-19?
    - Click-or-collect or delivery?
    - Brand switching during COVID-19?
    - Reasons for changes in consumer grocery shopping during COVID-19?
    - How are Loblaw, Empire, and Metro positioned for changes as a result of COVID-19?
    Please see our reports here:
    Outlook for Canadian Grocery E-Commerce and COVID-19 Impacts: https://researchglobal0.bmocapitalmarkets.com/research/153372ff-9ce8-4e45-9d09-1aa36df8f762/
    Online Engagement Metrics for Empire's Highly Anticipated Voilà.ca Launch: https://researchglobal0.bmocapitalmarkets.com/research/874a03a0-3b6b-4e68-85f8-32ae9fda63e7/
    To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

    • 17 min
    2021 Market Outlook – The Year Ahead for the U.S. and Canada

    2021 Market Outlook – The Year Ahead for the U.S. and Canada

    Unprecedented, unrivaled, unparalleled, and incomparable are all adjectives that can be used to described life in 2020, let alone equity markets in the U.S. and Canada. In the following podcast, we provide our outlook for both markets – how 2021 represents another year of the unprecedented bull in the U.S. and how Canada remains an undiscovered value proposition.
    Please view our report "2021 Market Outlook: The Year Ahead for the US and Canada" here: https://researchglobal0.bmocapitalmarkets.com/research/1ae2d469-f6fc-44c0-ba5a-619f56ec26c8/
    To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/

    • 15 min

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