Institutional Insights
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Articles
Commentary
March 18, 2024
The Underappreciated Bullish Case for 2024
There are six reasons investors should be optimistic about 2024. In this commentary, Investment Strategist Brittany Baumann dives into the underappreciated bullish case for 2024. Click here to read more.
Responsible Investment
February 28, 2024
A “Just” AI Transformation
What do the AI transformation and energy transition have in common? Leaving no one behind in the AI transformation.
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
House view
January 24, 2023
Cracking the Fed’s Code
With 2024 underway, our attention returns to central banks’ messaging. What we’re looking for is a clear indication of the timing of interest rate cuts—monetary policy, in our view, is the key to certainty about the upcoming year.
Multi-asset
January 24, 2024
2024: A Goldilocks Economy (and Heroic Central Bankers?)
With a soft landing in sight, stable employment, and inflation reverting to its target range, Douglas Porter, Chief Economist at BMO Financial Group, suggests the policy and economic backdrops are constructive for financial markets this year—a near-complete reversal from year-ago expectations.
Multi-asset
January 24, 2024
Diverging Paths: Behind the U.S. and Canada’s Economic Schism
In the second half of 2023, the economic outlooks for the U.S. and Canada sharply diverged, with Canadian growth flirting with recession while the American economy demonstrated greater resilience.
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