Beyond the Portfolio - Q2 Earnings: What They Reveal About 2025

Host Mike Miranda, Head of Investments for BMO Private Wealth North America, 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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Apple Podcasts https://podcasts.apple.com/us/podcast/beyond-the-portfolio/id1820022074
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