Multi-Asset

November nail-biter?

Given the current structure of the race, a Democratic presidency looks likely, coupled with a very slight Democratic edge in the Senate.
VIEW ARTICLE
International and Global

The stock market and the economy: Two different animals

The world economy will drag its feet in efforts to get back to where it started earlier this year. It has been floating on a sea of government largesse that will gradually be withdrawn.
VIEW ARTICLE
U.S. Fixed Income

October 2020 Fixed Income Market Update

In our view, higher frequency data such as elevated jobless claims and small business employment highlight the risk that the recovery could stall absent additional fiscal stimulus.
VIEW ARTICLE

News & Insights

Capabilities

Reset All Filters Reset all filters

Authors

Reset All Filters Reset all filters

Sort by

Upload Date

Date Range

Reset All Filters Reset all filters
No posts matching your criteria
October 2020

November nail-biter?

Given the current structure of the race, a Democratic presidency looks likely, coupled with a very slight Democratic edge in the Senate.

October 2020

October 2020 Fixed Income Market Update

In our view, higher frequency data such as elevated jobless claims and small business employment highlight the risk that the recovery could stall absent additional fiscal stimulus.

September 2020
6 min read

The Fed’s new framework and its evolving reaction function

For investors, the implications are likely to be a more durable long-run “risk on” environment, a flatter yield curve and a depreciating dollar.

September 2020

Back to the future of fixed income

From toilet paper shortages to extreme job losses and GDP figures that are literally off the charts, to oil futures trading briefly with negative dollar prices, 2020 has thwarted many embedded assumptions about the world.

September 2020

Turning up the heat on a boiling pot

The passing of Supreme Court Justice Ruth Bader Ginsburg has created a vacancy in the U.S. Supreme Court with only weeks until the November election.

September 2020

Racial justice: The imperative for investor action

Recent demonstrations against the killing of George Floyd and others by police called attention to systemic issues of racial inequalities and police brutality in the US, mobilising people globally to rally for racial justice

September 2020

Interest rates: Lower for longer…or forever?

On September 16, 2020, we received further confirmation that the Fed is prepared to provide whatever support the economy needs including further action should the recovery tail off.

September 2020

September 2020 Fixed Income Market Update

In our view, U.S. corporates appear attractive even noting the recompression of spreads since the first quarter.

August 2020

Biden goes the predictable route

After a lengthy vetting process, Democratic presidential candidate Joe Biden selected Senator Kamala Harris as his running mate for the 2020 presidential election.

August 2020

U.S. presidential election outlook

As the 2020 election season heats up, it is important to understand the investment implications of a potential change in government versus the status quo.

August 2020

Bluebirds fly

This month, we’ll focus on the strong recovery in the muni market over the second quarter, which proved to be illuminating to municipal investors on a couple fronts.

August 2020

August 2020 Fixed Income Market Update

In our view, monetary and fiscal policy have done a tremendous job in papering over fundamental uncertainty.

VIEW MORE

Subscribe to our Insights

Access the latest insights, research and trends.

Stay connected

Get in touch with a BMO Global Asset Management representative.