Dan Phillips
Chief Investment Officer for BMO U.S. Wealth Management who provides forward-looking capital market assumptions and insights on geopolitics, technology, and portfolio construction.
Best podcasts with Dan Phillips
Ranked by the Snipd community
12 snips
Jan 15, 2026 • 36min
Capital Markets Assumptions and Themes – Outlook for 2026
Dan Phillips, Chief Investment Officer for BMO U.S. Wealth Management, and Carol Schleif, Chief Market Strategist at BMO Private Wealth, delve into capital market assumptions for 2026. They discuss geopolitical shifts, particularly the U.S.-China dynamic impacting institutions and trade. Carol highlights the effects of supply-chain realignments and innovation in AI, robotics, and quantum technologies. They also touch on emerging market instruments like prediction markets and warn of regulatory challenges in an evolving landscape.
11 snips
Oct 6, 2025 • 35min
Markets Plus: What’s Next in Economics, Markets and Trade
In this insightful discussion, Doug Porter, Chief Economist at BMO, shares his perspectives on GDP and inflation trends in the U.S. and Canada. Ernie Tedeschi, Yale’s Director of Economics, contrasts robust GDP growth with concerns about labor market dynamics and rising tariffs. Dan Phillips, BMO’s CIO, emphasizes a tactical investment approach amid evolving market risks, including the impact of AI and automation. The trio also explores the resilience of the Canadian economy and why government shutdowns typically leave markets unfazed.
