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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 – 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.
The Fed recently lowered its benchmark funds rate again.
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.
