BMO Global Asset Management | Canada

Global Investment Forum 2019

An outlook for the economy and markets in 2020 and beyond.

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Sustainable Development Goals: A framework for investors

The Sustainable Development Goals (SDGs) are emerging as a global framework for governments, investors and corporations to prioritize agendas, and report on their impact.

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Multi-Asset

April 2020

The fiscal and monetary cavalry pulls out the bazookas The size of fiscal and monetary stimulus is significant and the speed at which it has been announced has been swift.

Market and Economic

March 2020

BMO Expert Perspectives: COVID-19 Economic and Social Impacts BMO Financial Group CEO Darryl White was joined by a diverse group of experts for a discussion on the economic and social impacts of the COVID-19 pandemic.

Responsible Investing

March 2020

ESG implications of the COVID-19 pandemic We are still in the early stages of understanding the impact that COVID-19 will have. However, some important implications are already emerging.

Responsible Investing

March 2020

Living wage in the retail sector The way we shop has changed radically over the past decade. The growth of low-cost online retailers has put unprecedented pressure on the margins of high street stores.

Multi-Asset

March 2020

Macro outlook in times of the coronavirus: This is not a 2008 song For investors, stomach-churning market drops and increasing recession fear in recent weeks due to COVID-19 are reviving memories of the 2008 financial crisis.

Multi-Asset

March 2020

March MAST Asset Allocation Outlook: Too Much "Corona" Spoils the Party While closely monitoring the evolution of COVID-19, our view that the economic damages from the virus will be largely transitory is intact.

Multi-Asset

March 2020

OPEC+ Disagreement Blows More Bad News for Risk Appetite In a surprising move, Saudi Arabia decided to flood the market by boosting oil production by 25% after failing to reach a deal with Russia to address the sudden drop in oil demand induced by the coronavirus.

Responsible Investing

March 2020

Gender diversity: A decade of progress, but it must continue Companies should increase the level of diversity at the board, management and all levels of the organization to ensure that they draw on the richest possible combination of competencies, experience and outlooks.

International and Global

March 2020

Is this the “Black Swan” event that stock markets fear? As “Black Swans” are, by definition, unpredictable, it cannot be ruled out - it is still early days.

Responsible Investing

February 2020

A new life for old coal power? As part of our 2020 climate-related engagement, we will tackle coal as it is the most carbon-intensive fossil fuel.

Multi-Asset

February 2020

COVID-19 pandemic fear creates speed bumps for stocks Investors were spooked this week with a surge in new cases of COVID-19 outside of China, most notably in South Korea and Italy, causing a sharp selloff in equity markets and a freefall in government bond yields.

Multi-Asset

February 2020

February MAST Asset Allocation Outlook: Pandemic Fear Bruises Stock Rally As we continue to expect the economic damage from the virus to be short-lived and earnings to re-accelerate into 2020, we are maintaining our moderate overweight to stocks versus bonds, hedged with a small overweight to duration.