BMO Sustainability Leaders: The Role of Responsible Mining
BMO Equity Research IN Tune
by BMO Capital Markets Equity Research
1d ago
This week we have a special episode of IN Tune sharing a podcast from BMO’s Sustainability Leaders that aired on February 20, 2024. Colin Hamilton, Commodities Analyst, BMO Capital Markets, sat down with the International Council on Mining and Metals (ICMM)’s President and CEO Rohitesh Dhawan to discuss what the industry needs to do to embrace nature-positive mining (24 min). Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/SldQc294alVqTDhXVVh6VWR0UW4xY3RRYUx5aGFsMzByQzVGekhpZCtXVXNxcU1hN1huVUkxR2xpUEQ4SmRuTGdrMXZJOC9HT2NvTFIxUzFqdytPTEE9PQ2.PDF To access our full disclo ..read more
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Metal Matters: The Old Guard Step Up for 2024
BMO Equity Research IN Tune
by BMO Capital Markets Equity Research
2M ago
In this episode we discuss our expectations for metal and bulk commodity markets into 2024, a new era for gold, and why we see a tighter copper market than expected. BMO clients can view our report, “CORRECTION: Q1 2024 Metals & Bulk Commodity Price Update: The Old Guard Step Up”, by visiting: https://researchglobal0.bmocapitalmarkets.com/research/e9d00408-6249-4535-80d7-25496e8af494/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/WDJENEJodnNFL1RyYWIrVDRTVHlPQi9OMS9tekpBVFYvZFoyc05IeXpQTElCSlo0NGFXemFHNlprVFBYejI3bjI5Smxndk1Nb29BdURLL3hUczdRZmc9PQ2.PDF To access ou ..read more
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Metal Matters: U Kids on the Block at the World Nuclear Symposium
BMO Equity Research IN Tune
by BMO Capital Markets Equity Research
6M ago
In this special podcast we discuss the outlook for uranium ahead of the World Nuclear Symposium in London, covering market dynamics, current sentiment towards uranium, and the demand growth potential from small modular reactors. (18 min). BMO clients can view our report, "U Kids on the Block", by visiting: https://researchglobal0.bmocapitalmarkets.com/research/d1f5bec3-dfbe-418b-9674-948f8ba6a84e/ Episode transcript: https://research-ca.bmocapitalmarkets.com/documents/MmtwT0dqQzJRYklaQmQrbVBjZmJHZ1RWVVMzN2hyd2VFNzdNMmc4amVzdGNPRUNhZmFlaFpST0xsYkQvazZPTVdhQWhJNW14OHFUZERNSlVLbUhpZ3c9PQ2.PDF To ..read more
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FedEx: Deeper & Bolder DRIVE Needed
IN Tune
by BMO Capital Markets Equity Research
7M ago
Fadi Chamoun and John Stephenson join this edition of our IN Tune podcast to discuss their recent report on FedEx and its well-received cost reduction plan. Although the plan is sizeable and recent results are favorable, they argue that the program needs to be deeper and bolder and see the risk/reward in the stock as more balanced despite the encouraging steps FDX has taken to improve efficiency. BMO clients can view our report, “FDX/UPS Comparative Analysis: Deeper & Bolder DRIVE Needed”, by visiting: https://researchglobal0.bmocapitalmarkets.com/research/8e109870-0fcb-4e7a-841a-c26227a2c ..read more
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Food, Ag, Fertilizer, and ESG from BMO’s 18th Annual Farm to Market Conference
IN Tune
by BMO Capital Markets Equity Research
9M ago
BMO Capital Markets’ CEO & Group Head, Dan Barclay, moderates a discussion on the takeaways from BMO’s 18th Annual Farm to Market Conference across the food and agriculture value chain. Equity Research Analysts, Kelly Bania, Joel Jackson, Doug Morrow and Andrew Strelzik, join Dan for an engaging discussion that includes commodity price volatility, inflation, ag tech, regenerative agriculture, food waste and how all of this impacts equities in the sector. Essentially this is a deep dive into the core themes and takeaways from our May 2023 Farm to Market Conference. Episode transcript: https ..read more
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Understanding the Silicon Valley Bank Failure – A Conversation With Sheila Bair
BMO Equity Research IN Tune
by BMO Capital Markets Equity Research
1y ago
On Tuesday, March 14th, in the wake of Silicon Valley Bank’s collapse. Our BMO Equity Research Financial Analysts, James Fotheringham and Sohrab Movahedi hosted a fireside chat with former FDIC Chair Sheila Bair. This podcast is a replay of that discussion which takes a deep dive into the current liquidity crisis among U.S. banks. BMO clients can view our highlight note, “Understanding the Silicon Valley Failure - A Conversation With Sheila Bair”, by visiting: https://researchglobal0.bmocapitalmarkets.com/research/de27b911-44e9-4862-9cb0-ceae548145e3/ Episode transcript: https://research-ca.bm ..read more
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The Canadian 2023 REIT Outlook | Something’s Gotta Give
BMO Equity Research IN Tune
by BMO Capital Markets Equity Research
1y ago
Mike Markidis, MD & BMO REITs Analysts walks us through his 2023 outlook. He suggests that higher interest rates have him more cautious, particularly as the adjustment process continues and the spectre of a recession looms. Accordingly, from his perspective, investors' expectations should be more tempered in 2023. Valuation screens attractive on a P/NAV basis, but our weighted average AFFO yield spread is below the LTA. In addition, capital constraints and the potential impact of a recession on tenant demand are formidable challenges; not to mention regulatory uncertainty. Given ..read more
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Best of BMO | Our Best Mining Ideas for 2023
BMO Equity Research IN Tune
by BMO Capital Markets Equity Research
1y ago
The Best of BMO is our quarterly compilation of our broad macro views, as well as our best stock ideas for the next 12 months. Essentially, it is an equity idea book. In this episode, we are joined by eight of our mining analysts to delve into the details of their Best of BMO stock picks. Joining the podcast are Dave Gagliano, Alex Pearce, Jackie Przybylowski, Brian Quast, Andrew Mikitchook, Rene Cartier, Raj Ray, and Ryan Thompson. BMO clients can view our report, “The Best of BMO Q4/22”, by visiting: https://researchglobal0.bmocapitalmarkets.com/research/e8264d3e-3c7a-40c3-a722-45448d47bd32 ..read more
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Analyzing Climate Change Risk for US REITs
BMO Equity Research IN Tune
by BMO Capital Markets Equity Research
1y ago
In this edition of our IN Tune podcast, we sit down with Doug Morrow and Juan Sanabria from BMO’s equity research team to discuss the key findings from their recent note on climate change impacts on US real estate companies. Doug and Juan have analyzed the exposure of 70 US REITs to physical climate risk for their US assets in the "new normal" with ever-increasing billion-dollar climate and weather disasters. They believe that REITs will increasingly have to execute strategies in an environment that is likely to be warmer, and punctuated by more extreme weather events with insurance costs like ..read more
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BAM Spin Mechanics & Alternatives in a Higher Rate Environment
BMO Equity Research IN Tune
by BMO Capital Markets Equity Research
1y ago
Recorded on October 31st, Sohrab Movahedi and Etienne Ricard join our IN Tune podcast to discuss their recent report "Spin Mechanics", covering Brookfield Asset Management and the anticipated transaction to spin out a 25% interest in its asset management franchise as a 'pure-play', as well as the drivers of value at BAM and BN, and the value proposition of alternative investment strategies in a higher interest rate environment. BMO clients can view our report, “Spin Mechanics”, by visiting: https://researchglobal0.bmocapitalmarkets.com/research/84eef555-31d0-4c99-b081-6ef194889177/ Episode tra ..read more
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