Beyond the Portfolio brings you expert insights from BMO Private Wealth's leading investment strategists. Hosted by Mike Miranda, Head of Investments for BMO Private Wealth, each episode cuts through market noise with focused conversations on investment strategies, market trends, and wealth management approaches. Whether you're an experienced investor or building your portfolio, our experts break down complex financial concepts into practical knowledge you can use. Follow along for episodes that help you navigate your investment journey with clarity and confidence.
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Beyond the Portfolio brings you expert insights from BMO Private Wealth's leading investment strategists. Hosted by Mike Miranda, Head of Investments for BMO Private Wealth, each episode cuts through market noise with focused conversations on investment strategies, market trends, and wealth management approaches. Whether you're an experienced investor or building your portfolio, our experts break down complex financial concepts into practical knowledge you can use. Follow along for episodes that help you navigate your investment journey with clarity and confidence.
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 headwinds including slower growth, persistent inflation pressures, and tariff impacts have influenced earnings outcomes and corporate behavior. Sadiq shares insights on evolving corporate guidance, whether management teams are turning more cautious or maintaining optimism, and how companies are positioning themselves to navigate ongoing uncertainty while protecting top-line growth and margins for the remainder of 2025.
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Beyond the Portfolio
Beyond the Portfolio brings you expert insights from BMO Private Wealth's leading investment strategists. Hosted by Mike Miranda, Head of Investments for BMO Private Wealth, each episode cuts through market noise with focused conversations on investment strategies, market trends, and wealth management approaches. Whether you're an experienced investor or building your portfolio, our experts break down complex financial concepts into practical knowledge you can use. Follow along for episodes that help you navigate your investment journey with clarity and confidence.
