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IN Tune: 2021 - We Are in the Home Stretch

Recherche et stratégie 22 octobre 2021
Recherche et stratégie 22 octobre 2021


Disponible en anglais seulement

IN Tune is a podcast featuring Equity Research analysts from BMO Capital Markets. Our episodes explore key emerging themes, trends, and issues which are important to our institutional clients globally.  


This episode is hosted by Brian G. Belski, Chief Investment Strategist


With just over two months left in 2021, equity markets in both Canada and the US have managed to exhibit positive returns—despite continued fears and rhetoric regarding inflation, rising interest rates, and supply chain disruptions, to name a few. In this podcast we discuss our views on stock market performance during rising interest rates environments, energy sector dynamics, and growth versus value positioning. In addition, we highlight our favorite ideas and themes on a sector-by-sector basis in both Canada and the US.

TRANSCRIPT

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Podcast disclosure

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Brian Belski Stratège en chef des investissements

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