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IN Tune: Takeaways From the Chemicals & Packaging Conference Point to Investment Opportunities

 

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 Mark Wilde, Packaging & Forest Products Analyst, and John McNulty, US Chemicals Analyst


BMO’s industry-leading Materials team explores key takeaways from this year’s record-breaking Chemicals & Packaging Conference, for both corporate and investor attendance. The event, highlighted by fireside chats with 32 of the Chemical and Packaging Industries’ leading executives, provided detailed thoughts around near-term fundamentals and challenges in the current COVID-19 landscape ranging from demand trends to employee safety to updated thoughts on capital allocation. Equally important were some of the longer-term trends and opportunities identified by these industry leaders regarding growth in the new normal.

 

 

On today’s podcast Mark “Dr. Paper” Wilde and John McNulty provide thoughts, context, and color on these trends and opportunities, as well as their insights as to how investors should be positioned for alpha generation over the next 12-18 months in the Chemical and Packaging Sectors.

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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Conference

Industrials 2020 Chemicals & Packaging Conference

June 24, 2020 Virtual

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