Macro views

Is the market due for a fall?

Macro Update 19 October 2020
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Global Equities

BMO SDG Engagement Global Equity Strategy Impact Report 2020

In this report, we carry out a deep dive into our engagement activities, showing the alignment to the SDGs and their targets.
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Multi-Manager

Fund Watch - Q3 2020

Fund Watch uses our team’s process to highlight the past quarter’s developments in the fund world.
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7 min watch

Is the market due for a fall?

Macro Update 19 October 2020

2 min read

BMO SDG Engagement Global Equity Strategy Impact Report 2020

In this report, we carry out a deep dive into our engagement activities, showing the alignment to the SDGs and their targets.

12 min read

Fund Watch - Q3 2020

Fund Watch uses our team’s process to highlight the past quarter’s developments in the fund world.

5 min read

Market Reviews - GBP (September 2020)

A roundup of factors affecting regional equity and bond markets over the month

3 min read

Market roundup: short-term uncertainty but silver linings

Peter Hewitt, Manager of BMO Managed Portfolio Trust, discusses the short-term risks he sees in the market and points out some important silver linings.

3 min read

Value (and quality) matters

Phil Webster explains how recent weakness allowed him to invest in quality names at the right price and discusses a rare IPO addition to BMO UK High Income Trust.

2 min read

Raising the bar - European Assets Trust

Adding to quality businesses at attractive valuations is just one of the themes explored in Edison’s recent research note on European Assets Trust.

2 min read

Latest Kepler Trust Intelligence report on BMO Commercial Property Trust

With the Trust trading at a wide discount, Kepler suggest that there’s potentially value in the current share price.

5 min read

Five factors to fear?

While many balanced investors are understandably worried about low returns becoming the ‘new normal’, we believe that allocating smartly can more than offset the drag that structural challenges could exert on portfolios.

7 min watch

Will the vaccine save Christmas?

Macro Update 28 September 2020

5 min read

BMO Property Growth & Income Fund - Open for business

Q&A with BMO Property Growth & Income Fund Fund Managers, Marcus Phayre-Mudge and George Gay on the lifting of the dealing suspension on the fund.

5 min read

ESG Viewpoint – COVID-19 and the pharmaceutical industry

How is the pharmaceutical industry responding to COVID-19?

4 min read

Investor engagement: lessons from the Global Financial Crisis

How did the global financial crisis shape investor engagement?

4 min read

Investor engagement: routes to escalation

Discover investor engagement escalation strategies.

3 min read

Responsible investing: What does good engagement look like?

We consider what good investor engagement looks like.

4 min read

The future of investor engagement

Discover what we believe will shape investor engagement this decade.

4 min read

Investor engagement: crossing boundaries

Discover how investor engagement is crossing boundaries.

3 min read

Investor engagement: Case studies

Discover three investor engagement case studies

5 min watch

Market Wobbles: is this a buying opportunity?

Macro Update 14 September 2020

5 min read

Market Reviews - GBP (August 2020)

A roundup of factors affecting regional equity and bond markets over the month

7 min watch

Virus versus a vaccine

Macro Update 7 September 2020

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