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IN Tune: 2021 - We Are in the Home Stretch

Research & Strategy October 22, 2021
Research & Strategy October 22, 2021

 

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

Subscribe to this free podcast and never miss an episode or visit the BMO Equity Research website for more great episodes of IN Tune.

Podcast disclosure

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Brian Belski Chief Investment Strategist

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