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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 – of our Multi-Asset team – offers an update on market events.
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.
October saw civil unrest erupt in many parts of the world, while Brexit rumbled on closer to home.
The IMF lowered global growth forecasts again during its October update.
Tariff tensions increased in August, while President Donald Trump lambasted the Federal Reserve with some extraordinary comments.
The global economy has now entered the longest expansionary phase on record and yet we believe that there is still further to go.
The team at Pyrford look beyond the economic headlines and assess whether current profit levels can be maintained.
The team at Pyrford examine fiscal policies adopted by countries to boost economic growth.
Paul Niven discusses the state of the world economy and assesses the prospects for markets from here.
We explain how browsing the pages of Boat International gives us an insight on the global economy.
For Europe in 2017, everything looked bright and promising. 2018, however, saw a change in fortunes
A closer look at analysis by Demographia on housing affordability around the world.
Italy is in a debt trap – and we see little prospect of sustained recovery whilst it remains within the eurozone.
Read our travel note from Myanmar to discover what lies beyond the negative news articles
We assess China’s strategy for avoiding the looming middle-income trap
Most developed markets performed well in February – but is the recent correction really over?
There is a push by governments in many parts of the world to substantially reduce cash transactions.
