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Macro views

Macro Update - 26 May 2020

Encouraging numbers for some countries, but the UK still has a long way to go.
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Responsible Investment

Coronavirus and climate change

We consider the effects of the COVID-19 pandemic on climate change.
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Macro views

Coronavirus & marktontwikkelingen – 19 mei 2020

Met ingang van deze week zal deze publicatie op tweewekelijkse basis verschijnen i.p.v. wekelijks. Redenen zijn dat de groeipercentages van de COVID-19 pandemie inmiddels aanzienlijk zijn afgevlakt en financiële markten ook in iets rustiger vaarwater terecht zijn gekomen (al is nog geen sprake van normale omstandigheden).
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News & Insights

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Macro views
9 min watch
Macro Update - 26 May 2020 Encouraging numbers for some countries, but the UK still has a long way to go.
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Responsible Investment
5 min read
The ESG implications of COVID-19: Focus on food production The impact of COVID-19 on the global food chain has been dramatic. Here we explore the food-related challenges of the COVID-19 crisis, and the role for investor engagement.
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Macro views
15 min read
Coronavirus & marktontwikkelingen – 19 mei 2020 Met ingang van deze week zal deze publicatie op tweewekelijkse basis verschijnen i.p.v. wekelijks. Redenen zijn dat de groeipercentages van de COVID-19 pandemie inmiddels aanzienlijk zijn afgevlakt en financiële markten ook in iets rustiger vaarwater terecht zijn gekomen (al is nog geen sprake van normale omstandigheden).
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Macro views
9 min watch
Macro Update - 18 May 2020 Virus numbers improve - equities to follow suit: in his weekly Macro Update, Steven Bell talks us through an atrocious April, a more measured May, and the potential for positive profits by Q1 next year.
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Macro views
9 min watch
Macro Update - 12 May 2020 Optimism fades as forecasts cut: in his weekly Macro Update, Steven Bell explains why forecasts are still too high and how the narrowing breadth could lead to a bear market.
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Macro views
15 min read
Coronavirus & marktontwikkelingen – 12 mei 2020 BMO Global Asset Management geeft wekelijks een update van de status van het coronavirus en de invloed daarvan op de marktontwikkelingen.
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Responsible Investment
6 min read
COVID-19 and climate change An update on COVID-19’s impact on climate change
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Global Equities
6 min read
No glossy reports? “We never hold this against them’’ Responsible investment is not limited to large companies. Although most Small Cap strategies are not explicitly Responsible, ESG considerations play a prominent role here.
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Responsible Investment
6 min read
ESG Viewpoint: Sustainable Banking in the ASEAN region Our engagement with banks in the ASEAN region
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Macro views
10 min read
COVID-19 Pandemie: Is een ander strategisch beleggingsbeleid in deze situatie vereist? Terwijl de coronapandemie de wereld in haar greep houdt, laat menig pensioenfonds komend jaar een ALM-studie uitvoeren. Is een ander strategisch beleggingsbeleid in deze situatie vereist?
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Macro views
3 min read
Market digest - 30 April 2020 This Market Digest provides an overview of economic activity and a round-up of financial market news for the past fortnight, as well as the key things to watch out for over the coming weeks.
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Macro views
15 min read
Coronavirus & marktontwikkelingen – 6 mei 2020 BMO Global Asset Management geeft wekelijks een update van de status van het coronavirus en de invloed daarvan op de marktontwikkelingen.
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Macro views
10 min read
Recovering from the Virus – 30 April 2020 To understand the outlook for financial markets, we need to assess the scale of the recession, consider the profile of the recovery, and what that means for corporate earnings. This all depends on the virus.
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Macro views
9 min watch
Macro Update - 04 May 2020 Life after lockdowns: in his weekly Macro Update, Steven Bell discusses how countries are starting to ease their way out of lockdowns, and why there may be a second buying opportunity in equity markets
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Responsible Investment
5 min read
ESG Viewpoint: US Responsible Investment regulatory update Our view on the US SEC’s proposed responsible investment rule amendments
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European Equities
5 min read
The most useless results season ever? Sense check – quarterly results: David Moss, Co-Head of Global Equities, discusses Q1 results and what to expect from them.
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Multi-Asset
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.
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Macro views
15 min read
Coronavirus & marktontwikkelingen – 28 april 2020 BMO Global Asset Management geeft wekelijks een update van de status van het coronavirus en de invloed daarvan op de marktontwikkelingen.
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Macro views
7 min watch
Macro Update - 27 April 2020 Looking beyond the lockdowns: in his weekly Macro Update, Steven Bell explores easing strategies, economic news and earnings results.
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Responsible Investment
5 min read
Introducing BMO Responsible Engagement Overlay (reo®) reo® is a service that allows investors to receive market-leading corporate engagement on equity and corporate bond holdings, and proxy voting services.
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Macro views
15 min read
Coronavirus & marktontwikkelingen – 21 april 2020 BMO Global Asset Management geeft wekelijks een update van de status van het coronavirus en de invloed daarvan op de marktontwikkelingen.
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Macro views
8 min watch
Macro Update - 20 April 2020 Forecasting patterns for the virus and data: hits and misses – Steven Bell explains how the virus has followed expected patterns but economic and earnings forecasts have not
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Macro views
3 min read
Market digest - 17 April 2020 This Market Digest provides an overview of economic activity and a round-up of financial market news for the past fortnight, as well as the key things to watch out for over the coming weeks.
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Macro views
12 min watch
Macro Update - 14 April 2020 A big turnaround for equities as markets focus on the exit strategy; the recent rally has been spectacular but a possible setback could provide a buying opportunity, says Steven Bell.
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