Beyond the Portfolio

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...

In today's investment world, what separates success from uncertainty? Knowledge, strategy, and expert insight. Mike Miranda, Head of Investments at BMO Private Wealth North America, hosts Beyond the Portfolio, a podcast series from BMO Private Wealth. In each episode, Mike sits down with industry experts, BMO's top economists, strategists, and portfolio managers, to break down what's happening in...