The Global Investment Forum is an annual conference in which a group of BMO Global Asset Management investment managers, economists and strategists gathers to debate and discuss the market and economic themes that will help formulate our outlook for the medium term.

To help crystallize our thinking, insight is also derived from a diverse panel of independent experts, who this year shared their perspectives on topics including sustainable investing, decarbonization, globalization and Brexit.

Steven Bell, our chief economist, introduces the Global Investment Forum and explains its importance in the multi-asset team’s calendar.

In-depth analysis and views

Global Investment Forum PDF

In-depth perspectives

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November 2019

Are we closer to a U.S. recession?

Fears of a U.S. recession are widespread. These worries have been fed by the inverted Treasury bond yield curve – a reliable predictor of recessions in the past. Trade tensions increase the risks.

November 2019

Auto breakdown in Germany?

Selling massive volumes of high-value cars across the world has been one of the foundations of Germany’s economic strength in recent decades. But as the structural switch to electric gets under way, this highly successful model faces severe challenges.

November 2019

Has monetary policy reached its limits?

With interest rates at rock bottom and the impact of financial asset purchasing programs apparently waning, central banks are running out of monetary policy options for tackling the next global economic slowdown.

November 2019

Life after Brexit

The UK’s departure from the European Union will undoubtedly be a seismic event for the country. While the hit to growth of a no-deal outcome is potentially very serious, we at least see a dynamic UK service sector continuing to reach out successfully around the world.

November 2019

The challenge of decarbonization

If the target of zero net carbon emissions is to be met and dangerous global temperature rises avoided, we will need to make fundamental changes to the way we live.

November 2019

The end of globalization?

Globalization has fueled the strong growth in the world economy over the last quarter-century. But the pendulum now appears to be swinging against it.

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