Macro outlook in times of the coronavirus: This is not a 2008 song

Unlike 2008, there is no sign of systemic risk on the radar.

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COVID-19 and market volatility

Navigate these turbulent times with insights from our investment teams.

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ESG implications of the COVID-19 pandemic

BMO GAM’s Responsible Investment team has been considering the impact of the coronavirus on the ESG agenda.

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BMO Securities Lending

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November 2020

Beyond politics: Economic & scientific momentum continues

The news of a vaccine breakthrough is decidedly positive and equity markets around the world surged as a result.

November 2020

The focus narrows, but too close to call

Election night clarity was probably too much to hope for.

November 2020

November 2020 Fixed Income Market Update

In our view, while elections have consequences, the consequences are rarely as stark or as predictable as prognosticators suggest.

October 2020

IMF: "Keep the fiscal taps running"

The IMF has emphasized the need for greater public investment in the ‘post pandemic’ phase of the recovery.

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

Looking for Attractively Valued and Fundamentally Strong Small Caps

David Corris discusses the BMO Disciplined Small-Cap Value strategy in the current market enviornment, including increased emphasis on quality and the development of a proprietary factor to look at each stock’s COVID exposure.

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

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
5 min read

Liquid alternatives: Opportunities and risks

Finding an asset with positive expected return and low correlation to existing investments can strengthen a long-term portfolio outcome.

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