BMO ETF Portfolios’ February Commentary: Rate Cuts See Their Shadow

January’s slow start turned quickly into a continuation of the fourth quarter’s “everything rally” in the U.S., as earnings season delivered above average upside earnings surprises.

From Voluntary to Mandatory: Key developments in ESG regulation in 2023

A discussion of the significance and impact of the responsible investment industry’s most notable regulatory events of 2023
THIS WEEK WITH MARCHELLO

What’s Happening with Bonds?

February 20 to 23, 2024

Insights

Steven Shepherd profile photo
Commentary
February 22, 2023

BMO ETF Portfolios’ February Commentary: Rate Cuts See Their Shadow

January’s slow start turned quickly into a continuation of the fourth quarter’s “everything rally” in the U.S., as earnings season delivered above average upside earnings surprises.
READ MORE
Commentary
February 22, 2024
February 2024

Commercial Real Estate Winter 2024 Market Update: Bricks, Clicks and the Pace of Change

Traditionally slow, commercial real estate now adapts faster to changing behaviors.
READ MORE
Weekly Commentary
February 20, 2024
February 2024

What’s Happening with Bonds?

What do higher-than-expected inflation numbers and slipping bond prices mean for the fixed income outlook? Will the A.I. rally continue, or will the optimism run its course?
READ MORE
Weekly Commentary
February 12, 2024
February 2024

Breaking Down China’s Stock Market Troubles

What impact will the recent selloff of Chinese stocks have on the outlook for Emerging Markets? How have labour markets managed to withstand recent layoffs?
READ MORE
Sadiq Adatia
Weekly Commentary
February 5, 2024
February 2024

Why Small Caps Could Rebound in 2024

What should investors make of Chairman Powell’s comments following the Fed’s latest rate announcement? Could commercial real estate trigger another SVB-style regional banking crisis?
READ MORE
Sadiq Adatia
Weekly Commentary
January 29, 2024
February 2024

Exploring Ideas in Earnings and Emerging Markets

What’s the outlook for the latest round of corporate earnings? Will markets be surprised if rate cuts don’t happen soon?
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Insights

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Monthly House View
February 22, 2024

The American Exception: How U.S. Markets Beat the Bears…Again

It was mixed news for markets, but it did provide the one thing we’ve been seeking for months: greater clarity
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Steven Shepherd profile photo
Commentary
February 22, 2023

BMO ETF Portfolios’ February Commentary: Rate Cuts See Their Shadow

January’s slow start turned quickly into a continuation of the fourth quarter’s “everything rally” in the U.S., as earnings season delivered above average upside earnings surprises.
READ MORE
Commentary
February 22, 2024
February 2024

Commercial Real Estate Winter 2024 Market Update: Bricks, Clicks and the Pace of Change

Traditionally slow, commercial real estate now adapts faster to changing behaviors.
READ MORE
Weekly Commentary
February 20, 2024
February 2024

What’s Happening with Bonds?

What do higher-than-expected inflation numbers and slipping bond prices mean for the fixed income outlook? Will the A.I. rally continue, or will the optimism run its course?
READ MORE
Weekly Commentary
February 12, 2024
February 2024

Breaking Down China’s Stock Market Troubles

What impact will the recent selloff of Chinese stocks have on the outlook for Emerging Markets? How have labour markets managed to withstand recent layoffs?
READ MORE
Sadiq Adatia
Weekly Commentary
February 5, 2024
February 2024

Why Small Caps Could Rebound in 2024

What should investors make of Chairman Powell’s comments following the Fed’s latest rate announcement? Could commercial real estate trigger another SVB-style regional banking crisis?
READ MORE
Load More