BMO Equity Research IN Tune

BMO experts discuss the evolving Canadian political and economic landscape following the election of Prime Minister Mark Carney. Click here for transcript. [https://research-ca.bmocapitalmarkets.com/documents/SE9IaUx4Y0lDWXhJYk9pUXlKbHZ4SUNSSGV6VGdEYU15Mm5RV3o5c2pPZy91bmdnMlRrUTJyTnBkTnIyejkrSU8zeHQ5NkZabU5yS3BNNHUrVFZheFE9PQ2.PDF]

In a special episode of the Markets Plus podcast recorded on April 30, Camilla Sutton, Managing Director and Head of Equity Research, Canada & UK, BMO Capital Markets, moderates a timely and engaging discussion on the implications of the Canadian election. Joining her on the show: Hon. Brian Tobin, Vice Chair, BMO Financial Group and Hon. Jason Kenney, Senior Advisor, BMO Financial Group. Click here for transcript. [https://research-ca.bmocapitalmarkets.com/documents/b3cwWGtRY21yTlluS3Ard1JGUmtZR2xVRTZMenkrS0IyREhIQkpFUzYyb3kyTmEvWEk2cU9QODBRc2I3MGFWSkMxdWZPNTUrdXYyMElodDNhbWlqa3c9PQ2.PDF]

On April 28, Canadians elected Members of Parliament to represent them in the House of Commons. The following day, BMO hosted a discussion to cover the economic, markets and tax policy implications. Click here for transcript [https://research-ca.bmocapitalmarkets.com/documents/d2ljYTh2STFobE1xbTI2SE00YWwvWXA0UjZGam5qTld3QmxneEh3bmp0cHFWc0JhamppRXVsbnhHUEFzdHcyTWpTTW1oQzFIeExLeXJ4dnJvK09MNGc9PQ2.PDF].

The ongoing uncertainty around U.S. tariffs on foreign goods is affecting business leaders across all industries. On April 17, BMO hosted a discussion to cover macroeconomic trends that are specifically impacting manufacturers with our economic and industry experts. (31 min) Click here for transcript. [https://research-ca.bmocapitalmarkets.com/documents/YmYwTEVHQkZHVGROdWJxZWYwWjAvd3JuQ0dzZlRwdkozbU52alRUMlI2aithc2Y3NmFFWGRqK1lYdCt1b05LZHlWS21NejdqTnhLVFBjelYvbnpKdVE9PQ2.PDF]

Critical minerals are essential inputs in modern energy and high-tech applications, including batteries, energy storage and infrastructure, and national security. They also play an important role in the global energy transition, where demand is expected to necessitate significant investment in order to develop new mines, downstream processing capacity, and secure and resilient supply chains. In this BMO podcast, Greg Jones, Battery Materials Analyst with BMO Capital Markets, sits down with Kwasi Ampofo, BloombergNEF's Head of Metals and Mining, to discuss the complexities of the critical minerals industry and the investment outlook. Click here for transcript. [https://research-ca.bmocapitalmarkets.com/documents/UWkzbUFpcW0yWlBpUVA4QjdvR1BFZVpHTFVIRUNZMUQ0MDFzN0l5b3JmaHZEYWwyeTZZU1FiYzhQQkh5TFhKSWlhYTFPRGtZR3BHYmlLaGd0YnAxaHc9PQ2.PDF] To access our full disclosures, please visit: https://research.bmo.com/public/disclosures [https://research.bmo.com/public/disclosures]