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.
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.
The Fed’s New Framework and Its Evolving Reaction Function
Back to the Future of Fixed Income
High Inflation Risk is Dividing the Investment Community
The potential risk of high inflation is a topic that has divided the investment community. What is certain is that COVID induced lockdowns have created immense deflationary pressures.
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.
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.
Navigating Family Dynamics: Multigenerational Wealth
This podcast discusses the challenges of multigenerational wealth. Helping a family manage and maintain their wealth over multiple generations can be a complicated and potentially unhappy affair.
Mental Accounting: Engaging Clients with Bucket Planning
In this episode: Six actionable steps to help clients develop a personal bucket plan, and more!
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.
The U.S.-China Relationship in a Changing Global Economy
The Hidden Value in Corporate Bonds
Buy Now, Pay Later: Stimulus and the U.S. Deficit
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.
Blink and You Missed It
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.