Markets Plus

AI adoption isn’t one-size-fits-all. It’s shaped by industry, scale and geography. At our 2026 Government, Reserve and Asset Managers Conference, BMO experts Head of AI and CDAO,  Armando Benitez, and Matthew Goddard, Global Head, ETFs and Futures, Trading Products, joined Baiju Devani, Chief AI Officer at TMX Group, for a panel sharing practical lessons from implementing AI across the business from early experimentation to scaling impact.

North American trade could be at a crossroads. Steve Verheul, Canada's Chief Trade Negotiator for the USMCA during Trump's first term, and Douglas Porter, BMO’s Chief Economist, will share an insider’s perspective on the role of geopolitics in driving USMCA talks, a macroeconomic and markets outlook, and the negotiating leverage that Canada and the U.S. each have as they seek concessions.

What does it take to lead a family business while shaping the next generation? At a Latino Leaders Index 500 event in Chicago, April Diez, CEO of The Diez Group, and Linzie Venegas, President of The Ideal Group, share how they are building on the legacy of businesses founded by their parents, turning early lessons in sacrifice, work ethic and resilience into leadership at scale.

Darryl White, CEO of BMO Financial Group, recently sat down with Mark D. Wiseman, Canada’s Ambassador to the U.S., at the Canadian Club Toronto to find out what his experience has been four months into the job and what the future holds for Canadian business and U.S. growth, especially with the CUSMA/USMCA review window set to open July 1.

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 June 22nd, 2026, and respond to questions submitted by listeners and clients.

Nearly a decade after its initial signing, the USCMA faces its first major test as it enters its first major review. At the Conference de Montréal, Scott Brison moderated a panel with Steve Verheul, Kevin Brady and Ken Smith Ramos to discuss what the review could mean for the three countries as trade, supply chains and national security become harder to separate.

With generative AI rapidly finding applications across industries, the data centers that power these models are no longer back-office infrastructure, they are becoming strategic national assets. Kristin Milchanowski, Chief AI and Quantum Officer at BMO, joined a panel at the Conference de Montréal to discuss whether data center capacity can keep pace with AI demand.

In this episode of The Hedge Report, host Cheryl Ferguson, Managing Director in Global Markets, is joined by Benjamin Reitzes, Canadian Rates & Macro Strategist, for a focused discussion on the Canadian economic outlook. They explore what softer data signals, how the Bank of Canada is approaching policy, and the impact of global dynamics on rates and FX.

At the International Economic Forum of the Americas’ (IEFA) 32nd Conférence de Montréal, Darryl White, CEO of BMO Financial Group, moderated a panel with François-Philippe Champagne, Minister of Finance and National Revenue, Canada Development and Mathias Cormann, Secretary-General of the Organisation for Economic Co-operation and Development (OECD) and Australia’s former Finance Minister, that discussed how in a fog of uncertainty, Canada plays to its strengths.

Helen Amos and Katja Jancic discuss how the outlook for metallurgical and thermal coal prices has shifted following the major underground coal mine explosion in China in mid-May, which has triggered widespread closures, regulatory changes, and disciplinary action on several high-level government officials. They discuss what it might take for US met coal prices to close the gap with Pacific benchmarks, seasonal tailwinds for thermal coal, and implications of new US government coal funding.

Kristin Milchanowski sits down with Lt General Ross Coffman (Ret.) Army Futures Command to explore why so many organizations struggle to scale AI and technology investments.

From energy prices and inflation expectations to Treasury market behavior and policy implications, this episode provides a clear view of how geopolitical developments transmit through markets, and what it means for investors and business leaders navigating a rapidly shifting environment.

On May 12, Ian Lyngen, Managing Director and Head of U.S. Rates Strategy, BMO Capital Markets, shared his thoughts on the outlook for the rates market at the 2026 BMO Real Assets Conference in New York. The Federal Reserve has a complicated path ahead amid growing uncertainty on inflation, growth and the labor market.

In the latest episode of Journeys to Growing the Good on Markets Plus, Issam Majeed, Managing Director, Diversified BMO Corporate Finance, and Yousuf Soliman, Chairman of Naturamarket.ca and CEO & Co‑Founder of Revive Superfoods, discuss the evolving health and wellness food industry—exploring how brands are fueling healthier lifestyles, pursuing disciplined growth, scaling e‑commerce through change, and leveraging technology to shape the future of consumer businesses.

On May 6, BMO hosted a digital event to explore how equity markets, FX, and macro data are considering evolving geopolitical risks, pricing in potential outcomes while downplaying others.

In this episode of Markets Plus, Alan Tannenbaum, CEO of BMO Capital Markets, joined a panel of industry experts at the 2026 Milken Global Conference to discuss the outlook for M&A and IPOs.

In this episode from Metal Matters, Helen Amos reviews key debates over CESCO Week 2026, including Iran conflict demand risks, sulphuric acid shortages, the U.S. arb, and challenges facing Western-listed mining companies in their pursuit of copper growth. Demand-side headwinds from higher oil prices are valid given historical precedent, but Helen highlights that much lower oil intensity of global GDP vs. the ‘70s, a greater share of copper demand now being tied to strategic uses, intensifying stockpiling, and underperforming mine supply, all provide strong positive offsets.

Presented by the BMO Institute for Applied Artificial Intelligence & Quantum, the inaugural episode of Return on Intelligence on Markets Plus features Mona Malone, Chief Administrative Officer, Chief Human Resources Officer and Head of People, Culture & Brand, BMO Financial Group, and Kristin Milchanowski, Chief AI and Quantum Officer at BMO, who explore what it really takes to turn AI investment into sustainable competitive advantage, drawing on the leadership principles behind Kristin’s new book, Return on Intelligence, which underscores the importance of responsible leadership, ethical design, and trust at scale.

To help clients navigate geopolitical and economic uncertainties, BMO convened a group of experts to examine how tensions in the Middle East and disruption to physical delivery of oil and other goods remain an important consideration for markets across asset classes, what second order effects are proving more durable, and how companies and investors can navigate a range of economic outcomes. Sadiq Adatia, Chief Investment Officer, BMO Global Asset Management, moderated the conversation featuring Katherine Krantz, Managing Director, Portfolio Strategy, BMO Capital Markets and Robert Kavcic, Director and Senior Economist, BMO. Visit BMO for more insights on geopolitical risk, global trade, and growth: https://capitalmarkets.bmo.com/en/cross-border-perspectives/

On April 8, BMO hosted a digital event exploring how global trade could evolve this year, the potential impact of volatile oil prices, how U.S. tariff policy could evolve, and risks to U.S.–Canada trade. Steve Verheul, former Chief Trade Negotiator for Canada, joined a panel of BMO experts to share perspectives on the trade outlook and how businesses and investors can prepare.

As part of a continuing effort to help clients navigate geopolitical risks, BMO hosted a digital event on April 1st to explore the short, medium, and long-term implications for North American economies, and how the conflict is altering risk dynamics across asset classes.

In this episode of Metal Matters on Markets Plus, Helen Amos and Joel Jackson discuss disruptions to fertilizer supply chains stemming from the Iran conflict. Nitrogen and sulphur prices have already seen huge gains (phosphate prices are rising too) with seemingly little slack in the system for a supply response to plug the gap. They discuss how this compares in scale with the onset of the Russia/Ukraine war in 2022, and what this means for mining operations dependant on sulphuric acid for leaching and ammonia nitrate for explosives.

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 March 30th, 2026, and respond to questions submitted by listeners and clients.

On March 17, BMO hosted a timely discussion about the outlook on oil prices, financial markets and the impact on growth in the U.S. and Canada as well as asset allocation. Featuring a panel of BMO experts, the conversation will explore the market and economic impact of the conflict in the current environment and factors that could help stabilize market volatility as the situation evolves.

Commodity prices are reacting in a major way to the ongoing conflict in the Middle East. On March 10, BMO Equity Research analysts Randy Ollenberger, John McNulty, Joel Jackson, Helen Amos and George Heppel discussed their latest thoughts for near- and medium-term impacts on energy, metals, fertilizers, and chemicals markets.

Camilla Sutton, Managing Director, Head of Equity Research, Canada & U.K., BMO Capital Markets, sat down with Randy Ollenberger, Oil & Gas Producers Analyst, BMO Capital Markets, and Doug Porter, Chief Economist, BMO, to examine the market and economic implications of the escalating conflict in the Middle East and the resulting energy shock.

In this episode from BMO Private Wealth’s Beyond the Portfolio podcast, host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, is joined by Brent Joyce, Chief Investment Strategist at BMO Private Wealth, Carol Schief, Chief Market Strategist at BMO Private Wealth and Dan Phillips, Chief Investment Officer at BMO Wealth Management, U.S. They discuss the rapidly escalating conflict in the Middle East, its impact on the global economy, and what investors should be watching across macro conditions, energy markets, and portfolio positioning.

In this episode, the Honourable Scott Brison, Vice Chair at BMO, sits down with Frank Baylis, Executive Chairman of Baylis Medical. Join us as they explore the forces shaping the future of medtech.

In this podcast, Host Penn Egbert, Head of U.S. Equity Research, BMO Capital Markets, is joined by Ernie Tedeschi, Head of Economic Insights & Research at Stripe, Nonresident Senior Fellow at the Budget Lab at Yale, and former Chief Economist at the White House Council of Economic Advisors, and two BMO experts to discuss the implications of a significant U.S. court ruling for the future of global trade:  François Trahan, Chief Investment Strategist at BMO Capital Markets   Scott Anderson, Chief U.S. Economist at BMO Capital Markets  The conversation breaks down the recent Supreme Court landmark decision that some tariffs imposed by U.S. President Donald Trump’s government are unlawful. They also discuss the market’s response to the court ruling, how global trade can advance, and the implications for USMCA trade negotiations.

In this episode, Darryl White, CEO of BMO Financial Group, delivers opening remarks at the 35th Annual BMO Global Metals, Mining and Critical Minerals Conference, setting the stage for the event and the conversations ahead.

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.

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.