Dan Phillips, CIO at BMO Wealth U.S., offers market and energy allocation perspective. Carol Schief, Chief Market Strategist, focuses on fundamentals, earnings, and geopolitics. Brent Joyce, Chief Investment Strategist, covers portfolio construction and diversification. They discuss market moves after the strike, Strait of Hormuz risks, resilience of global fundamentals, Canada’s energy exposure, and portfolio positioning amid heightened geopolitical risk.
