
Markets Plus
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.
Latest episodes

Apr 17, 2024 • 26min
Q1 Markets Review & Outlook: Is Confidence Recovering?
The macro environment is opaque and has many crosswinds, including the evolving Central bank policy, uneven global economic growth, geopolitical tension, and the upcoming U.S. presidential election. Yet stocks saw solid gains in the first quarter. Hear from Warren Estey in Markets Plus to learn why and what he sees developing across markets throughout the rest of the year.

Apr 9, 2024 • 26min
Battery Technology Advances Are Driving EV Industry Optimism
Learn why a BloombergNEF analyst is not so worried about the slowdown in global electric vehicle (EV) sales.

Mar 25, 2024 • 19min
The Madness of March: Macro Horizons
In this episode from Macro Horizons, Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the week of March 18th, 2024.

Mar 13, 2024 • 18min
Jigar Shah on Financing the Energy Transition
In this episode from Sustainability Leaders, Jigar Shah, Director, Loan Programs Office, U.S. Department of Energy, shares what younger clean energy companies should understand about LPO and how equity investors view its diligence process.

Mar 13, 2024 • 24min
The Role of Responsible Mining in the Clean Energy Transition: ICMM CEO Rohitesh Dhawan in Conversation
The energy transition has brought transformation to the mining sector. In this episode from Sustainability Leaders, 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.

Feb 22, 2024 • 13min
What Was Interesting at Indaba: BMO Equity Research Explains
In this episode from BMO Equity Research Metal Matters Podcast, Colin Hamilton, Commodities Analyst at BMO Capital Markets, discusses key takeaways from the recent Mining Indaba conference in Cape Town, and developing trends in the industry.

Feb 6, 2024 • 25min
Hopeful on Housing: Views from the North
In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins Ben Reitzes to share his insights on the outlook for the Canadian housing market, reaction to last week’s Bank of Canada policy announcement, and his thoughts on the upcoming provincial budget season.

Jan 31, 2024 • 18min
How NASA and IBM Are Using Geospatial Data and AI to Analyze Climate Risks
Michael Torrance sat down with Kevin Murphy, Chief Science State Officer at NASA, and Raghu Ganti, Principal Research Scientist at IBM Research, to discuss how data collection strategies are helping to develop and improve geospatial models, creating opportunities to better understand environmental risks.

Jan 17, 2024 • 17min
Government Bond Work: Macro Horizons
In this episode from Macro Horizons, Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for week of January 16th, 2024.

Dec 19, 2023 • 19min
Understanding the Inner Workings of AI: Part 2
Listen to part two of our two-part series around artificial intelligence featuring Rosa van den Beemt, director of stewardship in Responsible Investment at BMO Global Asset Management, and Ebrahim Bagheri, professor at Toronto Metropolitan University.