Wij gebruiken cookies voor het bieden van een gebruikersvriendelijke ervaring. Als u doorgaat met het gebruik van de website, geeft u toestemming voor het gebruik van cookies. Lees ons privacybeleid voor meer informatie of het instellen van uw eigen voorkeuren.
Looking beyond lockdown. In this month’s update, Chief Economist, Steven Bell, takes a look at the prospects for the pandemic and highlights the differences in the prospects for the US, UK and European economies. And when looking at the prospects for the markets, he examines a crucial question: will bond yields keep on rising, and do they threaten to end the bull market in equities? He also covers the vaccine roll-outs, the upcoming UK budget, the new Italian Prime Minister, Mario Draghi, and the new US president.
Macro Update 22 February 2021
Macro Update 8 February 2021
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 – of our Multi-Asset team – offers an update on market events.
Paul Niven gives an update on coronavirus and its effect on equity markets.
