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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News & Insights

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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.

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.

8 min read

Pyrford International 25 years

In April Pyrford passed the landmark of 25 years of consistently investing for absolute returns.

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?

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