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Markets Plus

Author: BMO

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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.

293 Episodes
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In this episode from BMO's Beyond the Portfolio podcast, host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, sits down with Dan Phillips, Chief Investment Officer for BMO U.S. Wealth Management, and Carol Schleif, Chief Market Strategist at BMO Private Wealth, to examine capital markets in 2026, as part of the ongoing Outlook Series. So far in this series, we've covered: equities — how earnings, innovation, and valuations are shaping the stock market; fixed income — how rates, inflation, and credit are redefining portfolio construction; and private markets — how capital formation, exits, and liquidity are evolving. Today, we're stepping back from the individual asset classes and focusing on the big structural forces, the deep currents underneath markets that don't change in months or quarters, but over years and decades. These are the forces that drive where capital flows, where growth comes from, and where risk hides.
In this episode, Augustin de Kerversau, Chief Operating Officer, BMO U.S. Banking, and Jennifer Garcia, Chief Operating Officer of Latino Business Action Network (LBAN), explore the transformative power of Latino entrepreneurship. From a $4 trillion GDP contribution to a 44% surge in business formation, the conversation dives into the data, the barriers to capital and contracts, and the ecosystem strategies that are reshaping the future of the U.S. economy.
Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, sits down with Dan Phillips, Chief Investment Officer for BMO U.S. Wealth Management, Brent Joyce, Chief Investment Strategist at BMO Private Wealth, and Carol Schleif, Chief Market Strategist at BMO Private Wealth, to examine the outlook for equity markets in 2026, as part of the ongoing Outlook Series. The conversation explores where opportunities may emerge across sectors and geographies, how valuation and earnings dynamics are shaping the investment landscape, and key considerations for portfolio positioning as market leadership evolves. Together, Dan, Brent, and Carol provide strategic insights to help investors cut through market noise and focus on what matters most for equity portfolios in the year ahead.
In this episode of Journeys to Growing the Good on Markets Plus, Issam Majeed, Managing Director of Diversified Industries, BMO Corporate Finance, explores what it truly means to pursue the Canadian Dream: the belief that through perseverance, integrity, and community, anyone can build a meaningful and lasting legacy. Today’s guest, Basem Hanna, President and CEO of Almega Corp., embodies that vision.
In this episode of Metal Matters, Helen Amos is joined by BMO’s Chief Economist Doug Porter to discuss the impact of big macro shifts on the metals and mining space. They talk everything from rate cuts, the US dollar, AI, de-dollarization, global trade, and emerging market development.
In the newest episode from the Latino Leaders Index500 series, an expert panel breaks down the pros and cons of ESOPs, private equity partnerships, strategic sales, and IPOs. Throughout their conversation, discover how market conditions, valuation factors, and governance considerations shape the best route for your company’s future.
Cyberfraud is evolving faster than ever. With the help of AI, some of the tactics used by bad actors are becoming increasingly sophisticated, putting financial assets and sensitive data at risk.  In this episode of Markets Plus, BMO’s Justin Boisvert, National Lead, Sales Strategic Initiatives and Operations, Treasury & Payment Solutions, moderates a panel discussion on practical actions that you can take to help prevent and stop fraud attempts from happening to you or your organization and how to prepare in case something does happen. Joining Justin in the discussion are Rebecca Tascona, Head North American Treasury & Payment Solutions Product Management, BMO and Larry Zelvin, Executive Vice President and Head of Financial Crimes Unit, BMO.
In this inspiring episode from the Latino Leaders Index500 series, BMO’s Eduardo Tobon sits down with two CEOs to discuss their personal journeys to becoming entrepreneurs, their mission-driven strategies, and how their businesses are transforming healthcare and infrastructure across the United States.
The 2025 Canadian federal budget will be set against a backdrop of global economic uncertainty and evolving trade relationships. This episode will take a deep dive into the economic and tax implications of the budget, exploring the key issues that will help business leaders and investors in North America prepare for the road ahead.
How can entrepreneurs capitalize on a ‘why not?’ attitude? To get perspective, Jorge Ferraez, Founder of Latino Leaders Magazine, spoke with Marcos Rodriguez, Chairman and CEO of Palladium Equity Partners, at an event for the Latino Leaders Index500, Powered by BMO.
Darryl White, CEO of BMO Financial Group, provided opening remarks before the third annual US-Canada Summit in Toronto.
Listen as Sharon Haward-Laird and Doug Porter unpack BMO Economics new report “Paths Forward (and Backward) for Free Trade.”
With a few months to go in 2025, Ernie Tedeschi, Director of Economics at Yale University’s Budget Lab and former Chief Economist at the White House Council of Economic Advisors, joins a panel of BMO experts to discuss what’s in store for the economy.
Today's conversation comes from a September 18th episode of the BMO Equity Research Metal Matters podcast. Featuring Helen Amos, Commodities analyst at BMO Capital Markets, Metal Matters discusses the hot topics in Global Metals & Mining each week. In this episode, Helen discusses copper back to $10k, iron ore’s resilience, macro shifts, Chinese stockpiling, and the case for a new mining upcycle.
Welcome to Journeys to Growing the Good, a new series on Markets Plus that features intimate and inspiring conversations with visionary leaders who Boldly Grow the Good in business and life. In this debut episode, host Issam Majeed, Managing Director of Diversified BMO Corporate Finance, sits down with Tony Chahine, Founder and CEO of Myant, a global pioneer in advanced materials, textile computing, and connected health solutions. From breakthrough innovations to leadership insights, Issam and Tony explore how technology, purpose, and bold thinking can come together to grow the good in both business and life.
While AI often sparks conversations about algorithms, this episode dives into the cultural and organizational shifts that can define success. Host Dr. Laurence B. Mussio, FRHistS, Special Advisor to the Office of the CEO at BMO Financial Group, sits down with Dr. Andrew McAfee, Principal Research Scientist at MIT and co-founder of the MIT Initiative on the Digital Economy.
For entrepreneurs and executives, understanding the importance of corporate governance and the potential impacts of artificial intelligence is crucial. Eduardo Tobón, BMO’s Latino Segment Head at BMO, moderated a discussion with Julieta LaMalfa of Canela Media (No. 289) and Ricardo Mendez-Acevedo of KUA (No. 79) to discuss their perspectives.
In this episode from Macro Horizons, Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the week of August 25th, 2025, and respond to questions submitted by listeners and clients.
In this episode from Beyond The Portoflio, host Mike Miranda sits down with Doug Porter, Chief Economist at BMO, to examine whether stagflation, the dangerous combination of high inflation and stagnant growth that plagued the 1970s, could be making a comeback. With growth showing signs of slowing while inflation remains above the Fed's target, they analyze current economic data to determine if we're headed for a soft landing, a more pronounced slowdown, or something more stagflation-like. The conversation explores the Fed's policy dilemma between fighting inflation and supporting growth, potential economic surprises that could derail base case forecasts, and what this all means for investors navigating an increasingly complex economic landscape.
The lack of affordable housing isn't just a statistic in Canada. It's a reality that affects millions of people across the country. In this episode of Markets Plus, Kate Low, Regional Vice President, Real Estate Quebec, BMO moderates a discussion with a panel of industry experts on the causes and consequences of this challenge, as well as ways to address it. Joining in the conversation are Heela Omarkhail, Vice President, Social Impact, The Daniels Corporation; Dave Wilkes, President and CEO, Building Industry and Land Development Association; and Michael Owen, Senior Partner, Mondev.
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