Macro views

Will the vaccine save Christmas?

Macro Update 28 September 2020
VIEW ARTICLE
Responsible Investment

ESG Viewpoint – COVID-19 and the pharmaceutical industry

How is the pharmaceutical industry responding to COVID-19?
VIEW ARTICLE
Responsible Investment

Investor engagement: lessons from the Global Financial Crisis

How did the global financial crisis shape investor engagement?
VIEW ARTICLE

Neuigkeiten & Einblicke

Capabilities
Reset All Filters
Authors
Reset All Filters
Sort by
Upload Date
Date Range
Reset All Filters
No posts matching your criteria
6 min read

Recovery by 2022? It's fiscally possible

With the rapidly changing macro outlook presenting important thematic ideas, BMO’s global multi-asset team is holding a series of virtual mini-forums on key topics.

5 min read

Oil ain’t worth a dime anymore

The Global Financial Crisis gave us negative interest rates, and COVID has given us negative oil prices.

3 min read

Global market update – 24th April 2020

Paul Niven – of our Multi-Asset team – offers an update on market events.

2 min read

Market Update – Coronavirus

Paul Niven gives an update on coronavirus and its effect on equity markets.

6 min read

Global Perspectives - February 2020

Global equities – where to from here?

6 min read

Global Perspectives

Our chief economist Steven Bell assesses the prospects for economies and markets in 2020.

2 min read

Pyrford Perspectives: the US Fed funds rate

The Fed recently lowered its benchmark funds rate again.

2 min read

Pyrford Perspectives: Brexit here, civil unrest elsewhere

October saw civil unrest erupt in many parts of the world, while Brexit rumbled on closer to home.

2 min read

Pyrford Perspectives: lower global growth forecasts

The IMF lowered global growth forecasts again during its October update.

2 min read

Pyrford Perspectives: tariff tensions and rate reductions

Tariff tensions increased in August, while President Donald Trump lambasted the Federal Reserve with some extraordinary comments.

3 min

Global Perspectives - July 2019

The global economy has now entered the longest expansionary phase on record and yet we believe that there is still further to go.

2 min read

Corporate US – health check

The team at Pyrford look beyond the economic headlines and assess whether current profit levels can be maintained.

2 min read

The Madness of the Modern Monetary Theory

The team at Pyrford examine fiscal policies adopted by countries to boost economic growth.

4 min read

Market perspectives

Paul Niven discusses the state of the world economy and assesses the prospects for markets from here.

4 min read

Superyachts and global economics

We explain how browsing the pages of Boat International gives us an insight on the global economy.

4 min read

Recession?

Is a recession on the cards? We examine some of the warning signals.

3 min

Global Perspectives - April 2019

For Europe in 2017, everything looked bright and promising. 2018, however, saw a change in fortunes

6 min read

Housing affordability

A closer look at analysis by Demographia on housing affordability around the world.

2 min read

Italy’s debt trap

Italy is in a debt trap – and we see little prospect of sustained recovery whilst it remains within the eurozone.

3 min read

Myanmar: more than meets the headlines

Read our travel note from Myanmar to discover what lies beyond the negative news articles

3 min read

Made in China 2025

We assess China’s strategy for avoiding the looming middle-income trap

3 min read

Back to the races?

Most developed markets performed well in February – but is the recent correction really over?

2 min read

The Cashless Society

There is a push by governments in many parts of the world to substantially reduce cash transactions.

4 min read

The Demographic Challenge

We have often reflected upon the startling changes the ageing population will have upon the world...

MEHR