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BMO Global Asset Management offers complete investment advisory solutions and multidisciplinary asset management strategies to institutional investors, consultants, wealth advisors and their clients. At BMO Global Asset Management, we believe better conversations lead to better outcomes. It’s why we share direct access to the insights and conversations our investment teams have to build high quality portfolios that address the investment needs and outcomes our clients seek. Visit BMO Global Asset Management’s Viewpoints for our latest insights. Subscribe to get insights from BMO Global Asset Management delivered directly to your inbox.

BMO Global Asset Management

October 29, 2020

November Nail-Biter?

With days remaining until Election Day, this post covers investment implications of the three possible election outcomes.

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BMO Global Asset Management

October 22, 2020

October 2020 Fixed Income Market Update

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

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BMO Global Asset Management

September 24, 2020

Interest Rates: Lower For Longer…or Forever?

The Fed notes that rates will remain near zero “until labor market conditions have reached levels consistent with the Committee’s assessments of maximum employment. Officials see inflation getting to 2% by 2023 and unemployment getting down to 4% around that time.

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BMO Global Asset Management

September 10, 2020

September 2020 Fixed Income Market Update

In our view, in a landscape of improved risk sentiment and strong demand for yield, U.S. corporates appear attractive even noting the recompression of spreads since the first quarter.

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BMO Global Asset Management

August 13, 2020

August 2020 Fixed Income Market Update

Corporate profits and economic growth beat expectations, though the bar was extraordinarily low and absolute levels dreadful. There is reasonable optimism that we have seen the worst, however, having passed the bottom is not the same as a clear horizon going forward.

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BMO Global Asset Management

July 2, 2020

July 2020 Fixed Income Market Update

In our view, the magnitude and speed of the market recovery in the second quarter are noteworthy and potentially cautionary. Government programs have done a better than expected job in replacing individual income to date, though some programs are expected to expire in the next month, which could create challenges.

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BMO Global Asset Management

June 11, 2020

June 2020 Fixed Income Market Update

In our view, early indications from recent high frequency data are encouraging, but should be viewed in context and not over-interpreted. As we have highlighted, markets have rallied on policy supports and anticipation of re-opening and medical advances.

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BMO Global Asset Management

May 28, 2020

U.S. Labor Market: Furloughs and Fragility

Nationwide closures, stay-at-home orders, and social distancing guidelines in response to the virus outbreak have pushed the U.S. unemployment rate to the highest level post-World War II. Even with this historic collapse, job losses are likely worse than the headline figures suggest.

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BMO Global Asset Management

May 7, 2020

May 2020 Fixed Income Market Update

In our view, the markets feel much healthier at the end of April than a month ago, but underappreciated in the improved sentiment is not only the scale of March policy action, but its continuation into April.

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BMO Global Asset Management

April 23, 2020

The Meaty Realities of Food Production

As investors, we are particularly interested in how companies are managing ESG risks in both their operations and supply chains, as well as whether they are seeking opportunities in high-growth areas such as vegan protein.

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BMO Global Asset Management

April 2, 2020

April 2020 Fixed Income Market Update

The coronavirus and the measures taken to contain it have had a massive impact on individual lives, the economy and financial markets. While known to be large, significant uncertainty remains regarding just how dire the impacts will be.

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