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.
July 2021 Fixed Income Market Update
Even with spreads broadly tight, we continue to uncover relative value looking a layer deeper at the sector, quality and idiosyncratic security levels.
Inflation: Transitory, Persistent – Or Both?
While many economic observers, including the Fed, have said that U.S. inflation is likely to be transitory, it may not actually be that simple – especially after the latest CPI numbers.
June 2021 BMO Fixed Income Market Update
Though overall spreads continue to look tight in both credit and securitized sectors, we do continue to see opportunities at the sub sector and quality level as well as in security selection.
More Gasoline on The Fire of Recovery
May 2021 BMO Fixed Income Market Update
U.S. economic data continues to improve to a degree nearly unimaginable last year. The progress on vaccines and the path to broader re-openings in the U.S. point to continued strength, in particular given the massive fiscal policy tailwinds near-term.
Fiscal Fails to Disappoint
Growth vs. Value: A Vast Difference in Market Cap
April 2021 Fixed Income Market Update
We continue to observe demand for income-generating assets with additional relative value opportunities across the sector, quality and security levels.
Can I Invest My IRA In This?
Tom Kurinsky of Millenium Trust discusses the ins and outs of holding these alternative assets in IRAs and how you can advise your clients on integrating these investments into their portfolios.
Why BBB Munis Are An A+ Opportunity in Our Books
Investment grade muni spreads tightened significantly since March, but still remain elevated in some areas versus historical averages.
March 2021 Fixed Income Market Update
Rates have been a notable outlier in the general market recovery since the first quarter of 2020 and some reversion is warranted.
Inflation: Much Discussed but Rarely Witnessed
February 2021 Fixed Income Market Update
n our view, January may prove to be a microcosm of the new year. Optimism abounds for progress against the pandemic and a rapid economic recovery, but challenges remain on both fronts.
Adapting to The Changing Landscape of Income
What happens if what you’ve been planning for changes right before the goal line? We’re seeing that today in the world of retirement income.
What 20 Years of ESG Engagement Can Teach Us About the Future
In this episode of Sustainability Leaders we discuss the sea change that has taken place during the last 20 years of investor engagement.
2021 Outlook: A Rousing Recovery
January 2021 Fixed Income Market Update
For all the unprecedented events of 2020, fixed income markets enter 2021 with roughly similar spreads as they did to begin 2020.
Opportunities in Active Fixed Income
Framing an ESG Conversation with Your Clients
We discuss the impact that ESG investing can have on client portfolios, both to align with your client’s beliefs as well as meet their financial goals.
Achieving Sustainability in the Food Production System
David Sneyd is joined by Jo Raven from FAIRR Initiative to discuss the progress that is already underway to create a more sustainable system, including the rise of alternative, plant-based proteins in the food supply chain.
December 2020 Fixed Income Market Update
The speed of development and efficacy of Covid-19 vaccines has generated well warranted market enthusiasm.
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 Fixed Income Market Update
In BMO Global Asset Management’s view, while elections have consequences, the consequences are rarely as stark or as predictable as prognosticators suggest.
With days remaining until Election Day, this post covers investment implications of the three possible election outcomes.
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.