Markets Plus

In this episode of BMO’s Beyond the Portfolio podcast, host Mike Miranda invited Henray Cohen, Head of Investments, BMO Wealth Management U.S., to take the role of guest host on a panel discussion featuring Richard Belley, Fixed Income Strategist, BMO Private Wealth, and Dan Phillips, Chief Investment Officer, BMO Wealth Management, U.S. The panelists examine the Federal Reserve leadership transition, analyzing Kevin Warsh's nomination as Fed Chair, his monetary policy framework, and more. They also discuss comparisons to Powell and Greenspan’s leadership styles, and implications for interest rate trajectory, term premiums, and portfolio positioning amid evolving inflation dynamics and technological productivity gains.

In this special Metal Matters podcast, BMO Commodities Analyst Helen Amos is joined by Ro Dhawan, President and CEO of the ICMM to discuss how the role of sustainable mining is shifting in a world where mining and critical minerals has been thrust into the foreground of global geopolitics. They discuss the new Consolidated Mining Standard which marks a major turning point in harmonizing standards across the industry, as well as progress made in tailings management, gender-based violence, and the urgency around improving safety performance. Ro suggests that the increase in government participation and M&A in mining could bring opportunities for sustainability too.

In this episode, host Stephan Richford, Group Head and Managing Director of Investment Banking for North American Real Estate, is joined by Catherine Sierakowski, Managing Director & Head, CB, I&CB Real Estate, and Michael Brodie, Managing Director & Head, Real Estate Investment Banking, to unpack what changed in 2025 and what it means for the year ahead.  

BMO Capital Markets CEO Alan Tannenbaum is joined by BMO Chief Investment Strategist François Trahan to break down the forces shaping today’s markets.

The Hedge Report, a new series on Markets Plus, brings timely insights and practical hedging guidance designed for businesses navigating today’s uncertainty. Hosted by Cheryl Ferguson, Managing Director in Global Markets, each episode breaks down what’s moving markets and the strategies that can help manage interest rate and FX risk.

In this episode from Macro Horizons, Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 2nd, 2026, and respond to questions submitted by listeners and clients. 

In this episode of Markets Plus, Deland Kamanga, Group Head, Wealth Management, and Dr. Laurence B. Mussio, Special Advisor to the CEO, BMO Financial Group and Chair of the Long Run Institute, unpack the optimistic energy coming out of Davos 2026. From the powerful momentum behind AI and the shift toward energy abundance to the broader signals shaping the world’s economic outlook, they explore how these themes are influencing global growth, investment thinking, and the opportunities emerging ahead. 

In this episode of Metal Matters, Helen Amos discusses new highs in gold and silver prices as transatlantic tensions around Greenland’s future escalate. We look at how US metals stockpiling over Trump’s second term compares with the Cold War era, and reflect on new questions around China’s aluminium output, met coal’s steady come back and tin’s outperformance.

In this episode from Macro Horizons, Ian Lyngen and Ben Jeffery discuss the bearish breakout in Treasury yields and whether 4.30% 10s represents the extent of the weakness, or if there is more to come. They also consider the outcomes from President Trump's upcoming nomination for the next Fed chair.

Dan Phillips, Chief Investment Officer for BMO U.S. Wealth Management, and Carol Schleif, Chief Market Strategist at BMO Private Wealth, delve into capital market assumptions for 2026. They discuss geopolitical shifts, particularly the U.S.-China dynamic impacting institutions and trade. Carol highlights the effects of supply-chain realignments and innovation in AI, robotics, and quantum technologies. They also touch on emerging market instruments like prediction markets and warn of regulatory challenges in an evolving landscape.