The next generation of investors

The next generation of investors

Up next

Maintaining Conviction Through Disruption

In this episode of the Center for Investment Excellence podcast, David Lebovitz is joined by Danielle Hines, Director of U.S. Equity Research, to discuss how a long-term, valuation-driven equity research process can help investors maintain conviction amid rapid disruption. They e ...  Show more

2026 Asset Allocation Draft

In this episode of the Center for Investment Excellence podcast, David Lebovitz and Jared Gross discuss their annual asset allocation draft. They review last year’s investment picks, share macroeconomic expectations for 2026, and debate opportunities across equities, fixed income ...  Show more

Recommended Episodes

Is Gen Z the most investment-savvy generation?
Business Daily

Generation Z - people born in the mid-to-late 1990s up to the early 2010s - is reportedly the new driving force behind retail investing. We look at the areas they are investing in, and why financial influencers are not always what they seem. To get in touch with the programme, se ...  Show more

Investing trends by generation
Fresh Invest

Every generation approaches their money differently. We dive into the current generational investing trends and examine each generation’s strategies for short-term and long-term wealth building. 

Introducing: BMO Smarter Investing
BMO Smarter Investing

BMO Smarter Investing is a new podcast series that's all about helping you make smarter investment decisions. Join top BMO economists Douglas Porter, Sal Guatieri, and Jennifer Lee each month as they discuss the latest market and developments and insights. Together with a panel o ...  Show more

An Investor’s Briefing
Fresh Invest

Volatile markets and inflation are top of mind for investors. We kick off season 4 by exploring the current economic and financial landscape and the tools investors can use to navigate it.