This week’s special episode comes to you directly from BMO’s 8th Annual Global Reserve and Asset Manager’s Conference, which was held May 4-6. Special guests, Chris Chapman, Managing Director and Portfolio Manager from Manulife Investment Management and Ray Tanveer, Vice President at Healthcare of Ontario Pension Plan joined me and Adam Whitlam, part of BMO’s Toronto-based fixed income sales team, to discuss the Canadian rates and macro backdrop, various inflation scenarios and their favourite trades.
BMO Views from the North