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Macro views

Macro Update - 10 August 2020

Vaccine to bail out the bulls
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Macro views

Life after lockdown: what’s next for markets?

Steven Bell Webinar – 30 July 2020
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Macro views

Macro Update - 3 August 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.
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Multi-Manager
6 min watch
BMO Multi-Manager People Perspectives Week of 6th July 2020
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Multi-Manager
6 min watch
BMO Multi-Manager People Perspectives Week of 22nd June 2020
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Multi-Manager
6 min watch
BMO Multi-Manager People Perspectives Week of 8th June 2020
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Multi-Manager
6 min watch
BMO Multi-Manager People Perspectives Week of 25th May 2020
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Multi-Manager
12 min read
Fund Watch - Q1 2020 Fund Watch uses our team’s process to highlight the past quarter’s developments in the fund world.
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Multi-Manager
15 min read
BMO Multi-Manager People PassiveWatch PassiveWatch is an independent piece annual review and analysis of the passive fund industry
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Multi-Manager
4 min read
BMO Multi-Manager People Update - 27 March 2020 The context – economies, markets and our performance
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Multi-Manager
6 min read
BMO Multi-Manager People's perspective - Some thoughts for 2020 An overview of some the alternative investments held by the Multi-Manager People.
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Multi-Manager
12 min read
Fund Watch - Q4 2019 Fund Watch uses our team’s process to highlight the past quarter’s developments in the fund world.
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Multi-Manager
6 min read
Fifty Shades of Green The demand for ESG friendly funds and products has hit an all-time high.
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Multi-Manager
12 min read
Fund Watch - Q3 2019 Fund Watch uses our team’s process to highlight the past quarter’s developments in the fund world.
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Multi-Manager
3 min read
The Multi-Manager People: opportunities in UK real estate An overview of our current real estate exposure.
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Multi-Manager
6 min read
The Multi-Manager People: The case for alternative investments An overview of some the alternative investments held by the Multi-Manager People.
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Multi-Manager
12 min read
Fund Watch - Q2 2019 Fund Watch uses our team’s process to highlight the past quarter’s developments in the fund world.
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Multi-Manager
3 min read
Is it time to sell US equities? We consider whether the recent strength in US equities is coming to an end.
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Multi-Manager
12 min read
Long-term thinking and the importance of people power Why we value long-term thinking and people power.
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Multi-Manager
3 min read
Our views on the US The US market has outperformed but recent data highlights growth is slowing.
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Multi-Manager
15 min read
BMO Multi-Manager People PassiveWatch PassiveWatch is an independent piece annual review and analysis of the passive fund industry
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Multi-Manager
3 min read
BMO Multi-Manager People’s perspective Despite a lack of positive headlines, we have seen equity markets making some progress overall this week
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Multi-Manager
3 min read
Politics set to generate plenty of headlines Political uncertainty continues to undermine sentiment: the theme of populism is likely to appear many times throughout 2019
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Multi-Manager
3 min read
All eyes on the central banks Major central banks are one to watch this year as they continue to ‘normalise’ policy after almost a decade of near-free money
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Multi-Manager
4 min read
No recession on the horizon The current economic cycle feels closer to the end than the beginning, but we do not believe the mild economic slowdown we are witnessing is the beginning of a recession.
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Multi-Manager
6 min read
BMO Multi-Manager People’s Perspective – Thoughts on 2019
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Multi-Manager
12 min read
Fund Watch - Q4 2018 Fund Watch uses our team’s process to highlight the past quarter’s developments in the fund world.
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