Beyond the Portfolio

Where are we headed on growth, what happens to the job market in an age of automation, and to what extent inflation really behind us? On this episode of Beyond the Portfolio, host Henray Cohen, US Head of Investments at BMO Wealth Management, is joined by Doug Porter, Chief Economist at BMO, to have a conversation that steps back from the markets to focus on the bigger picture of the current econo...

On this episode of Beyond the Portfolio, host Pratik Patel, Head of Wealth Planning at BMO Wealth Management, is joined by Jay Gleason, Head of BMO's Family Wealth Strategies, to discuss what is for many families that common yet deeply significant transition of a child's life: going off to college. Leaving home can be both exciting and terrifying for child and parent alike, so to help parents with...

Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, invites Dan Phillips, Chief Investment Officer at BMO Wealth Management to discuss one of the most important—and most talked about—themes in markets right now: Artificial Intelligence. They discuss were we are in the cycle, where the investment opportunity really sits, and what risks investors should be th...

Host Henray Cohen, Head of Investments, BMO Wealth Management U.S., sits down with Dan Phillips, Chief Investment Officer for BMO U.S. Wealth Management, to examine the sustainability of the current market rally and the key drivers behind recent momentum. The discussion addresses investor concerns about market resilience amid uncertainty and identifies opportunities across sectors and asset classe...

On this episode of Beyond the Portfolio, host Pratik Patel, Head of Wealth Planning at BMO Wealth Management, is joined by Bill Kavanaugh, a Regional Director of Planning at BMO Private Bank, to discuss how artificial intelligence is beginning to shape wealth management broadly—-and what you as clients may start to see and experience as advisors thoughtfully incorporate this technology into their...

As part of a continuing effort to help clients navigate geopolitical risks, BMO hosted a digital event on April 1st to explore the short, medium, and long-term implications for North American economies, and how the conflict is altering risk dynamics across asset classes.

Henray Cohen, Head of Investments, BMO Wealth Management U.S., is joined by Carol Schleif, Chief Market Strategist at BMO Private Wealth to discuss the stormy discourse around the private credit market. Their conversation addresses the question on every investor's mind: How worried should we actually be about private credit? Carol brings her expertise to bear on what's really driving the headlines...

Pratik Patel, BMO's U.S. Head of Planning, is joined by Leila Francis, National Head of Fiduciary Advisory Services at BMO, for a practical conversation on why estate planning matters so much for women. As women live longer and increasingly become the recipients of inherited wealth, Pratik and Leila discuss the foundational documents every woman should have in place, what can happen when no plan e...

Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, is joined by  Brent Joyce, Chief Investment Strategist at BMO Private Wealth, Carol Schief, Chief Market Strategist at BMO Private Wealth and Dan Phillips, Chief Investment Officer at BMO Wealth Management, U.S. They discuss the rapidly escalating conflict in the Middle East, its impact on the global econo...

Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, invited Henray Cohen, Head of Investments, BMO Wealth Management U.S., to take the role of guest host on a panel discussion featuring Richard Belley, Fixed Income Strategist, BMO Private Wealth, and Dan Phillips, Chief Investment Officer, BMO Wealth Management, U.S. The panelists examine the Federal Reserv...

Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, invites Pratik Patel, Head of U.S. Wealth Planning for BMO Wealth Management, to take on the role of guest moderator in a conversation with Michelle Mieras, a wealth strategist on BMO's planning team supporting the Colorado and New Mexico markets. They discuss key takeaways from the 60th Annual Heckerling...

Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, sits down with Dan Phillips, Chief Investment Officer for BMO U.S. Wealth Management, and Carol Schleif, Chief Market Strategist at BMO Private Wealth, to examine capital markets in 2026, as part of the ongoing Outlook Series. So far in this series, we've covered: equities — how earnings, innovation, and v...

Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, sits down with Dan Phillips, Chief Investment Officer for BMO U.S. Wealth Management, Brent Joyce, Chief Investment Strategist at BMO Private Wealth, and Carol Schleif, Chief Market Strategist at BMO Private Wealth, to examine the outlook for equity markets in 2026, as part of the ongoing Outlook Series. T...

Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, sits down with Rod Larson, Managing Director, Head of Investment Manager Research & Alternatives North America, BMO Private Wealth, and Arthur Diochon, Director, Head of Private Markets Research, North America, BMO North American Investment Manager Research, to explore the road ahead for private markets in...

Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, sits down with Richard Belley, Fixed Income Strategist at BMO Private Wealth, and Dan Phillips, Chief Investment Officer for BMO U.S. Wealth Management, to examine the fixed income and credit landscape heading into 2026. The conversation explores the interest rate environment, Federal Reserve policy expect...

Host Mike Miranda sits down with Aaron Goertzen, Senior Economist at BMO, to examine the escalating challenges facing the U.S.-Canada trading relationship amid rising tariffs and the upcoming USMCA review. They explore three potential scenarios ranging from a muddle-through outcome with moderate growth impacts to a continental divide that could trigger recession in Canada. Aaron identifies the ind...

Host Mike Miranda, President, BMO Family Office and Head of Investments, BMO Private Wealth, welcomes back Pratik Patel, Head of U.S. Wealth Planning for BMO Wealth Management, to explore the rapidly expanding Family Office landscape. They examine what Family Offices are, how they serve ultra-high-net-worth families, and the key factors driving significant industry growth in recent years. The conv...

Host Mike Miranda, Head of Investments for BMO Private Wealth North America, explores the expanding role of private markets in high-net-worth and ultra-high-net- worth portfolios. Joined by Rod Larson, North American Head of Investment Management Research, this episode examines current private market trends, fundraising activity, and sector focus. The conversation addresses key challenges includin...

Host Mike Miranda is joined by Sadiq S. Adatia, Chief Investment Officer at BMO Global Asset Management, to break down the Q2 2025 earnings season and what it reveals about the health of corporate America. They analyze whether overall results met, beat, or missed expectations, highlighting which sectors and companies stood out as winners and losers. The conversation explores how macroeconomic head...

Host Mike Miranda sits down with Doug Porter, Chief Economist at BMO, to examine whether stagflation, the dangerous combination of high inflation and stagnant growth that plagued the 1970s, could be making a comeback. With growth showing signs of slowing while inflation remains above the Fed's target, they analyze current economic data to determine if we're headed for a soft landing, a more pronou...

Mike Miranda sits down with Dan Phillips, Chief Investment Officer for U.S. Wealth, to examine investment opportunities as markets hover near record levels in mid-2025. They explore how markets have rebounded 8% year-to-date after a 15% decline earlier in the year, driven by expectations of more moderate tariff outcomes and anticipated trade deals ahead of the August 1st deadline. Dan discusses th...

Mike Miranda sits down with Pratik Patel, Head of U.S. Wealth Planning for BMO Wealth Management, to unpack the comprehensive tax changes introduced by the "One Big Beautiful Bill Act" signed into law on July 4, 2025. They explore how this legislation builds on the 2017 Tax Cuts and Jobs Act while reshaping the wealth planning landscape for high-net-worth clients. Pratik breaks down the expanded S...

On July 10, BMO hosted a bank-wide digital event entitled “North American Trade Deals Outlook.” Guest speaker Ernie Tedeschi, Director of Economics at Yale University’s Budget Lab and former Chief Economist at the White House Council of Economic Advisors, joined a panel of BMO experts to discuss the outlook on trade agreements between major global economies and how they could fundamentally affect...

Mike Miranda sits down with Michael Gregory, Deputy Chief Economist and Head of U.S. Economics for BMO Capital Markets, to navigate the complex economic landscape shaping the second half of 2025.They examine the evolving tariff environment and its implications for growth and inflation across the U.S., Canada, and global markets. Michael provides insights into how central banks—particularly the Fed...

Mike Miranda, Head of Investments for BMO Private Wealth North America, sits down with BMO Private Wealth's senior investment strategists Brent Joyce and Carol Schleif to dissect the first half of 2025's most surprising market developments and chart a course for the months ahead. They look back at what caught even seasoned professionals off guard—from unexpected moves in equities and fixed income...