Pages
Post
- Reconciliation, Reflection and Action
- Sidestepping Cracks in Uncertain Markets
- A Housing Head Fake
- The ABCs of Alphabet’s Potential Breakup
- Will a September Selloff Lead to a December Rally?
- An Unusual Week: Jackson Hole and Q3 Bank Earnings
- Nvidia Does It Again
- Prices Cool in a Scorching Summer: What Happens Next?
- BMO ETF Portfolio August Commentary: Summer Lovin’, Having a Blast
- How we voted: recapping the 2023 proxy season
- Are Housing Prices Finally Coming Down?
- The Dark Cloud Over U.S. Banks
- Are Small Caps on Sale?
- How AI Will Power the Next Industrial Revolution
- Private Markets Belong in All Institutional Portfolios. Get Instant, Evergreen Access.
- Is U.S. Credit in Crisis?
- A Fed Divided?
- Staying the Course Through Choppy Waters
- Inflation Cools as Equities Heat Up
- Has the Dragon Been Slain?
- BMO ETF Portfolios July Commentary: “Game On!”
- Our Mid-Year Report Card
- The Recession That Never Arrives
- As New Laws Approach, Canadian Issuers Can Boost Human Rights Due Diligence Practices
- Is Crypto as Good as Gold?
- Know When to Hold ’Em
- BMO Investments Inc. Announced Changes to its Mutual Fund Lineup
- Powell’s Pause—or Powell’s Pit Stop?
- Japan Is Back
- BMO ETF Portfolios June Commentary: Bearing The Weight
- Is AI the New Dot-Com Bubble?
- Chipmakers Soar, Interest Rates Stall
- Seeing the Forest through the Trees – How Investors Can Assess Biodiversity Risk
- Are the Bears Ready to Hibernate?
- Readying for a Real Estate Rebound
- Is It Game Over for the Greenback?
- Defense Wins Championships
- Why Climate Action Matters for Investors
- Demystifying the Denominator Effect
- As High Rates Take Hold, Value’s Worth Should Shine
- First Republic is Gone. Now What?
- Panicky Markets and the Power of Patience
- Quality is King
- Assuring Earth – How mandatory climate disclosure moves us closer to a sustainable future
- When the Fed Speaks, Listen
- 10 Compelling Takeaways From Our Responsible Investment 2022 Annual Report
- Is the Tech Rally Almost Over?
- The Silver Lining of SVB
- Avoiding the ‘Lottery Ticket Effect’ with Low-Vol Investing
- War of the Words – The Battle for AI Language Supremacy
- Mr. Powell Keeps His Promises
- Banking and Bad Apples: The Aftermath of SVB
- The Volatility Wild Card
- Big Troubles at Small Banks
- Chairman Powell’s Senate Shocker
- Fighting Climate Change ‘Like a Girl’
- Rumours of U.S. Housing Recovery Overestimated
- A Winter of Sunny Surprises
- The Walmart vs. Home Depot Paradox
- From Soft Landing to No Landing?
- Why Investors should care about Biodiversity
- Is Disney the Canary in the Coal Mine?
- Don’t Fight the Markets
- Cathie Wood on the Unprecedented Disruption Ahead
- How Bad Will the Layoffs Get?
- Bonds, A Comeback Story
- Are Rate Cuts on the Horizon for 2023?
- Our 2023 Portfolio Strategy Overview
- 10 Big Investment Trends for 2023
- Understanding and Respecting Indigenous Rights during the Low-Carbon Transition
- Looking Ahead to 2023
- From Inflation to Recession
- What Caused Last Week’s Stock Market Dip?
- Will the Bank of Canada Follow the Fed’s Lead?
- What to Expect from Q4 Bank Earnings
- Playing the Fed’s Game
- When Will the Recession Hit?
- A recap of our 2022 proxy voting in Canada
- Chaos in Crypto: Should Investors Be Worried?
- Can Innovation Overcome Adversity?
- What Do Fixed Income ETF Flows Foretell?
- Minimizing Recession Risks with Machine Learning
- Don’t Doubt the Fed
- What to look for at COP27
- Will the Fed and Major Central Banks Tighten Until Something Breaks?
- Have Interest Rates Finally Peaked?
- Oil Price Surge, U.S. Trade Deficit, Bonds Upside
- UK Crisis, Porsche IPO, Hurricane Ian
- Learning from the past to inform our future
- Why ESG and Index Investing are a Perfect Match
- Investing in the Future of Canada: Hydrogen
- Monthly Commentary: Too Early for Fed “Pivot” when U.S. Job Market is Still Booming?
- July Monthly Market Commentary: Recession on the Radar
- June Monthly Market Commentary: The Economy to Face Increasing Chill, not a Hurricane
- May Monthly MAST Commentary: Rising commodity prices continue to support the inflation outlook while supply-chains are still exposed to disruptions
- April Monthly MAST Commentary: Fear of War is Coming Down, but Fear Over the Fed’s Soft-landing is Rising
- Value Hunting: The Return of Cautious Optimism
- Riding the $100T Renewables Infrastructure Wave
- A Portfolio Manager’s Guide to War and Conflict
- Big data and clean energy transformation
- Geopolitical Tensions Clouds Outlook, But Don’t Underestimate Resilience of Global Economy
- Gender equality in Canada: Tapping into an underutilized talent pool
- Ukraine-Russia Conflict Through a Responsible Investors’ Lens
- Propelling positive change: A recap of our 2021 proxy voting season in Canada
- Introduction to Carbon Credits
- Vaccine equity
- COP26: Private and public sectors pledge to work together to fight the climate crisis
- Marching to your own ESG drum – active, passive or both?
Team members
- David Hudson
- Francois-Xavier Adam, MSc, FRM, CIM
- Steve Xu, CFA, FRM, CIPM
- Sara Petrcich
- Kate MacDonald, CFA, Mfin
- Adam Howarth
- Samantha Cleyn, CFA, MBA
- Valentin Padure, CFA
- Adam Abitbol, CIM
- Omanand Karmalkar, CFA
- Dave Ironside CIM
- Gustavo Bernal, CFA, MBA
- Ajit Singh, MBA
- Richard Ho, CAIA, DMS, FCSI
- Iain Munro, MBA, B.Sc.
- James Lising, CFA
- Graham Partner, CFA, FRM
- Tatenda Manjengwa, MBA, MSc
- Lillian Ferndriger, CAIA
- Alexander Singh
- Marchello Holditch, CFA, CAIA
- Ashley Bussin, CFA
- Thomas Hartmann-Boyce, CFA
- Renato Leggi, CFA, CAIA
- Brett Winton
- Catherine Wood
- Hannah (Zihan) Ou
- Shawna McIntee
- Edward Durrant-Taylor, MBA
- Kyle Mendyk, CFA
- Adriana Buduru
- Janice Wong, CFA, CPA
- Colin Green, CIM
- Alex Yang, CFA
- Alex Payne, CFA
- Goshen Benzaquen, MBA
- Jeremy Yeung, CFA
- Hoa Hong, CFA, MBA
- Massimo Bonansinga, MBA
- Malcolm White, CFA
- John Hadwen, CFA
- Jeff Elliott, Ph.D, CFA, MBA
- Samir Malik, CFA
- Greg Allen
- Vishang Chawla, CFA, MFin
- Vincent Sicotte, CIM
- Peter Intraligi, MBA
- Eva Cheng
- Jeffrey Shell
- Danna Broadworth, CFA
- Sarah Morris Lang, MBA
- Daniel Shannon
- Danielle Neziol
- Wilfredo Carvajal, CFA
- Bill Bamber, CFA
- Graham Takata
- Ross F. Kappele, CFA
- Alfred Lee, CFA, CMT, DMS
- Edward Ku
- Christopher McGrath
- Stephen W. Andrus
- Richard Poulin
- Emily Mackay
- Stewart Reid
- Allan Henderson
- Sam DiTella
- Larry M. Berman
- Ted Bader
- Hamish Lillico
- Ken Vashisht
- Matthew Logan
- Léon Garneau Jackson
- Drew Burgess
- Brad Cross
- Hutson Myles
- Marc-André Mimeault
- Long Bui
- François Lachance
- Kevin Prins
- Mark Webster
- Laura Tase
- Daniel Stanley
- Alain Desbiens
- Erika Toth
- Rob Butler
- Rene Dinter
- Natalie Camara
- Janine McLaughlin
- Vincent Au, CFA
- Sanjay Singla
- Earl Davis, CFA, MBA
- Fred Demers
- Andrew Osterback, CFA
- Chouaib Nait M’Barek
- Lutz Zeitler, CFA, MBA
- Luke Casey
- Kirsten Woodhouse
- David R. Clarke
- Steven Shepherd, CFA
- Jordan Lee
- Kenneth Lauw
- Chris Heakes, CFA, M.Fin
- Ariel Liang, CFA, M.S., LL.M.
- Charles-Lucien Myssie, CIM
- Chris McHaney, CFA
- Matt Montemurro, CFA, MBA
- Philip Harrington, CFA, M.Fin.
- Raymond Chan, CFA, FRM
- Rob Bechard, CFA, M.Sc.
- Guillaume Woof
- Jean Carlo Rouzier
- Brittany Baumann
- Hugo Senécal, CFA, CAIA
- Jennifer So, CPA, CA, CFA
- Michael Scheiers
- Nalini Feuilloley
- Rosa van den Beemt
- Gillian Noble
- Sadiq S. Adatia, FSA, FCIA, CFA
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