Markets Plus

BMO
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Jul 31, 2024 • 13min

BMO Equity Research on the AI + Data Center Build Out: Sustainability Impacts, Second Order Beneficiaries

This episode from BMO's IN Tune podcast focuses on how the AI/data center build out is contributing to a new era of electricity demand.
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Jul 10, 2024 • 21min

Q2 Markets Review & Outlook: Leveraged Finance and Financial Sponsors

In our latest Markets Plus episode, host Warren Estey, Head of Investment Banking, sat down with Kevin Sherlock, Head of Leveraged Finance and Private Capital and Mike George, Head of the Financial Sponsors Group, to discuss the Leveraged Finance markets broadly and Financial Sponsor activity in particular in our Q2 investment banking podcast.
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Jun 14, 2024 • 32min

Sustainable Living: Understanding Home Retrofits

This episode dives into the benefits of energy-efficient upgrades to help homeowners make informed choices that can reduce energy costs, improve comfort and contribute to a healthier environment. Host: Ashish Arora, Regional Vice President of Specialized Sales Group, BMO. Guests: Paul Doucet, Principal Architect at Sustainable; Sarah Grant, Certified Energy Auditor, and Founder of Goldfinch Energy; Lori Zucchiatti O'Neill and Michael O'Neill, homeowners that have retrofitted their home.
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May 29, 2024 • 21min

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

In this episode from BMO’s IN Tune Podcast, host Camilla Sutton is joined by Kelly Bania, Joel Jackson, Doug Morrow and Andrew Strelzik to discuss the takeaways from BMO’s 19th Annual Farm to Market Conference and stretches across the food and agriculture value chain.
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May 10, 2024 • 13min

Optimism Grows for M&A Market Resurgence

Alan Tannenbaum, CEO of BMO Capital Markets, recently joined a panel at the Milken Global Conference 2024 in Los Angeles to discuss the M&A market, moderated by Bloomberg Television’s Romaine Bostick.
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May 7, 2024 • 53min

Smart Treasury Moves for Liquidity Management

The economic outlook remains complicated. On the one hand, the U.S. and Canadian economies have exhibited remarkable resilience. On the other hand, inflation remains stubbornly high despite central banks’ best efforts, and that’s delaying the start of expected interest rate cuts. In such a fluid situation, what are corporate treasury departments to do?
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Apr 18, 2024 • 21min

First Look at the 2024 Canadian Federal Budget Event

Our experts share their take on how the key elements of this year’s budget may affect the economic outlook over the next 12 months, and an overview of the most significant personal and small business income tax measures announced in the budget. 
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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. 
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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.
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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.

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