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There is optimism that we’ll regain pre-Covid levels of economic activity by year-end.
Macro Update 11 January 2021
2020 will be forever remembered as the year of the virus with the fastest and deepest recession the world has ever seen.
Macro Update 23 November 2020
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.
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.
The Global Financial Crisis gave us negative interest rates, and COVID has given us negative oil prices.
Paul Niven gives an update on coronavirus and its effect on equity markets.
Our chief economist Steven Bell assesses the prospects for economies and markets in 2020.
Tariff tensions increased in August, while President Donald Trump lambasted the Federal Reserve with some extraordinary comments.
This time we have decided to look at market movements over the past 12 months
It may not pass a statistical test but it does seem that October often brings on a case of severe wobbles in global equity markets.
