The Old Guard Step Up for 2024

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Metal Matters: Super El Niño is here; what should investors be watching for? (31 min)

Helen Amos is joined by Doug Morrow, BMO’s Sustainability and Thematic Research Analyst, to discuss market risks and opportunities around the unfolding “super” El Niño, expected to be the strongest one ever seen, with an unusually high level of conviction from scientists. They di ... Show more

. 31min 34sec

Metal Matters: Talking AI in Mining With McKinsey (Part 2)

In the final part of this special series on how AI is changing mining, Helen continues the discussion with McKinsey’s mining and AI experts Sean Buckley and Cris Cunha. They discuss how AI is shifting operating decisions from reactive to proactive, compressing response times, and ... Show more

. 43min 8sec

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Metal Matters: Conference Season Kicks Off

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2024 Long-Term Capital Market Assumptions: Smarter portfolios for a world in transition

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The 28th annual edition of our 2024 Long-Term Capital Market Assumptions explores how investors can build on the 60/40 portfolio – using new axes of diversification to navigate an economy in transition from disinflation to reflation and from easy monetary policy to higher costs o ... Show more

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E217 – A Deep Dive on Gold

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In this deep-dive episode, we explore the glittering world of gold bullion. They discuss notable trends, including the macroeconomic backdrop and push for de-dollarization, provide a use case for portfolio construction and introduce new BMO ETFs for Physical Gold. The episode was ... Show more

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