Introducing the BMO Sustainable Portfolios
Introducing the BMO Sustainable Opportunities Canada Equity Fund.
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Emerging Market Debt
International and Global
Market and Economic
Brianna, John and Jonathan Rathwell
David R. Clarke
Donald E. Page
Jason De Thomasis
Joseph Alfie, CIM
Kingsford and Associates, BMO Nesbitt Burns
Multi-Asset Solutions Team
Responsible Investing team
Tony De Thomasis
Two concerns are top of mind for investors: inflation overheating and peak economic growth.
As the global economy emerges from the pandemic, central banks are starting to reduce emergency stimulus.
Canadian growth expectations, like the U.S., are outperforming this year, which is benefiting earnings expectations.
Fears of deflation have since morphed into fears of overheating after unprecedented increases in monetary and fiscal stimulus in a short amount of time and growing supply shortages.
The vaccine rollout is accelerating, and further U.S. fiscal stimulus remains on track to be delivered soon, which is helping lift growth expectations.
To build back better post-COVID in support of a more resilient economy and businesses, we need to put the interests of women at the heart of the recovery.
Economic and earnings momentum continues to improve faster than expected in North America and Asia.
As we turned the page on 2020, COVID-19 vaccines began to be rolled out while fiscal taps are flooding the economy with cash, notably in Canada and the U.S.
After a challenging 2020, we are optimistic 2021 will be much better although it may take a few months to get the pieces in place for a pronounced recovery.
Vaccine developments have opened the door to market rotation toward cyclicals and value.
Canadian investors should consider expanding their investment universe to seek out future growth opportunities beyond the U.S. and should revisit emerging market equities as an important building block in a diversified global portfolio.
This journey further into the digital world will certainly bring great benefits and opportunities – but not without significant risks.
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