BMO Multi-Asset Team
BMO Multi-Manager Team
BMO US Fixed Income Team
Brianna, John and Jonathan Rathwell
Emerging Markets Team: LGM
Multi Asset Team: Pyrford
Pieter van Stijn
Responsible Investment Team
Sacha El Khoury
A roundup of factors affecting regional equity and bond markets over the month
Vaccine to bail out the bulls
Steven Bell Webinar – 30 July 2020
There’s been a subtle but significant shift in the pattern of virus data in the last week or two - and it’s not good news.
David Moss, co-head Global Equities, argues the case for looking beyond the latest set of results and focusing on long-term prospects.
BMO Responsible Global Equity Strategy ESG Profile and Impact Report 2020
BMO Responsible Global Emerging Markets Equity Strategy ESG Profile and Impact Report 2020
Signs of more second waves: will the markets sink or swim?
Markets this week: politicians vs the US second wave
Markets supported despite hit to earnings
Steven Bell rounds up the month’s economic news and answers your questions on the outlook for financial markets.
Week of 6th July 2020
Many investment trusts have committed to or even increased dividends recently, despite the ongoing economic crisis – Peter Hewitt explains why.
Peter Ewins discusses the impact of COVID-19 before suggesting where opportunities may be found in the future.
Will the markets ride the US second wave?
Peter Lowe discusses the unprecedented challenges to the real estate market due to Covid-19, and what we are doing to navigate the challenging market.
F&C Investment Trust Manager Paul Niven explains why he believes the global economy is on the road to recovery, and highlights what the new environment could mean for markets.
Food and nutrition
Health & Well-being
The US leads in economic data but lags in virus success.
Week of 22nd June 2020