Institutional Insights

The victor of a Biden-Trump presidential rematch will likely pursue almost diametrically opposing policy ambitions compared to his opponent. The outcome of the November election could hold deep implications for inflation, growth, regulation and beyond, write Michael Gregory, Deputy Chief Economist, and Sal Guatieri, Senior Economist, BMO Financial Group.

With quant strategies once again appearing in news headlines, BMO Global Asset Management’s new Head of Quantitative Investments, Lu Lin, offers a primer on the historical push and pull in institutional investing between human instinct and mathematical models.

Headwinds in China’s property sector and shifts in global trade that began during the COVID-19 pandemic have opened opportunities for other emerging markets. Now, investors’ attention increasingly turns to one market in particular: India. In this article, Sadiq S. Adatia, BMO Global Asset Management’s Chief Investment Officer, shares first-hand observations from his recent opportunity-finding mission to Mumbai.

As net zero evolves from ambition to action, the right corporate behaviours can help create a winning climate strategy.

The view from 10,000 feet is that the economy is still in fairly good shape. That said, it is important to understand that we are beginning to see more signs of underlying economic weakness.

The most recent round of earnings generally delivered good results, with the biggest story being Nvidia continuing to beat market analysts’ high expectations.