BMO Equity Research Presents Best of BMO Equity Ideas

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Camilla Sutton is joined by Rufus Hone, Jackie Przybylowski, Jim Thalacker, Randy Ollenberger, Kelly Bania and Fadi Chamoun in this special episode of BMO’s IN Tune Podcast. Listen to our experts as they discuss The Best of BMO, a quarterly compilation of their broad macro views as well as stock recommendations from every analyst across all sectors for the next 12 months.
IN Tune features Equity Research analysts from BMO Capital Markets and explores key emerging themes, trends, and important issues to our institutional clients globally.
In this episode, our Research Analysts discuss:
Why investors in the asset management sector are likely to refocus on the long-term secular growth of private markets and, in particular, on the resiliency of asset managers
What BMO experts chose as their top metals ideas in the mining industry
In the equities power and renewables space, learn about a company that is moving past net zero to real zero by 2045
Which of the Canadian oil and gas companies has one of the best portfolios of long-life, low-decline oil sands assets, complemented by heavy oil conversion capacity
Which prominent retailer has gained attention both from a stock and ESG perspective
The two companies that have caught our BMO analyst’s eye in transportation
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