The business case for banks to incorporate sound environmental and social risk due dilliegence in their lending and underwriting activities is clear – it improves overall risk management, helps identify new business opportunities, and enhances reputation and brand value. A 2019 study by MSCI1 links banks with better ESG performance to better returns, lower risk profiles and higher valuations.
Policy landscape and regional developments
Outlook and next steps
Views and opinions have been arrived at by BMO Global Asset Management and should not be considered to be a recommendation or solicitation to buy or sell any companies that may be mentioned.
Will the Bank of Canada Follow the Fed’s Lead?
Was the market’s positive reaction to dovish comments from the Fed premature? What does the loosening of the zero-COVID policy mean for Chinese equities?
What to Expect from Q4 Bank Earnings
What will Q4 bank earnings tell us about the strength of the economy? What impact could external economic shocks like a possible U.S. railroad strike have on outlook and positioning?
When Will the Recession Hit?
What should investors expect from a split U.S. Congress following the recent elections? How will the inverted yield curve impact markets?
A recap of our 2022 proxy voting in Canada
Proxy voting is a key element of our stewardship and responsible investment approach. This piece summarizes how we voted in the Canadian market during the 2022 proxy voting season.
Chaos in Crypto: Should Investors Be Worried?
Why the latest crypto crash is affecting equity markets? Is demand for energy weighing down oil prices?
Don’t Doubt the Fed
Why are equity markets continually surprised by the U.S. Federal Reserve? Do lower equity valuations finally present opportunities for re-entry?