Takeaways From the Chemicals & Packaging Conference Point to Investment Opportunities

BMO’s industry-leading Materials team explores key takeaways from this year’s record-breaking Chemicals & Packaging Conference, for both corporate and investor attendance. The event, highlighted by fireside chats with 32 of the Chemical and Packaging Industries’ leading executives, provided detailed thoughts around near-term fundamentals and challenges in the current COVID-19 landscape ranging from demand trends to employee safety to updated thoughts on capital allocation. Equally important were some of the longer-term trends and opportunities identified by these industry leaders regarding growth in the new normal.

On today’s podcast Mark “Dr. Paper” Wilde and John McNulty provide thoughts, context, and color on these trends and opportunities, as well as their insights as to how investors should be positioned for alpha generation over the next 12-18 months in the Chemical and Packaging Sectors.

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