Do Markets Have an A.I. Blind Spot?
Is softer sales guidance from AI chipmakers a concerning bellwether? Is an escalated trade war between the United States and China inevitable?
Transforming businesses through climate strategy
As net zero evolves from ambition to action, the right corporate behaviours can help create a winning climate strategy.
Time to redeploy cash for fixed income?
Fixed income investors are enduring a historical drawdawn that began in August 2020, but we think they should refresh their perspective on the asset class as we head into 2024.
Delayed again: The soft landing that never comes
The view from 10,000 feet is that the economy is still in fairly good shape. That said, it is important to understand that we are beginning to see more signs of underlying economic weakness.
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Private: Supporting all aspects of investing
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Commentary
April 22, 2024
Do Markets Have an A.I. Blind Spot?
Is softer sales guidance from AI chipmakers a concerning bellwether? Is an escalated trade war between the United States and China inevitable?
Responsible Investment
April 18, 2024
Transforming businesses through climate strategy
As net zero evolves from ambition to action, the right corporate behaviours can help create a winning climate strategy.
Commentary
April 17, 2024
BMO ETF Portfolios’ April Commentary: “Imagine there’s no rate cuts…it’s easy if you try…”
Following a strong first quarter performance from global equities, investor’s collective nerves were shaken in early April.
House view
April 16, 2024
Delayed again: The soft landing that never comes
The view from 10,000 feet is that the economy is still in fairly good shape. That said, it is important to understand that we are beginning to see more signs of underlying economic weakness.
Commentary
April 15, 2024
Jerome Powell Was Right
Given recent inflation numbers, are markets resetting rate cut expectations, and is a soft landing is still possible? How will the state of the consumer impact earnings season?
Commentary
April 8, 2024
Total Eclipse of the Fed
What do Fed Chairman Jerome Powell’s recent comments mean for the interest rate outlook? And what impact are they having on equity and fixed income markets?
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