Market Commentary
Each month, our knowledgeable Investment Management professionals prepare a Market Commentary to provide you with important economic information, trends and analysis to help you understand the behaviour of the markets. The Market Commentary provides an overview of BMO Harris Investment Management Inc.’s outlook along with economic highlights for Canada and the United States and a look at the performance of the North American capital markets. An extended commentary is published every quarter.
- Read the latest Market Commentary (as of May 9, 2012)
Paul Taylor, Chief Investment Officer, on BNN
Paul Taylor is a frequent guest on the Business News Network (BNN), providing his comments on the economic outlook and Canadian investment opportunities.
- Video (May 7, 2012)
BMO Quarterly CIO Call: The Outlook for the Summer Investor – April 26/2012
Jack Ablin, CIO of Harris Private Bank, Paul Taylor, CIO of BMO Harris Private Banking, and John Bathurst, Vice-President and Regional Director of BMO Harris Private Banking, discuss their economic outlook and investment and tax strategies, and answer questions from the media. Topics covered include:
- Investor strategies: "Sell in May and go away" – should investors adopt this adage come May 1?
- Sector/investment picks: Are there investing "safe havens" for the May – October period?
- Global outlook: Can China's growth continue to fuel the world economy?
- Euro update: Will credit conditions continue to unsettle Canadian and U.S. investors?
- Manufacturing rebound: Will competition in the U.S. manufacturing industry cause a rebound or a slow down?
- Commodities: Can the price of oil continue its climb and how will instability in the Middle East drive capital market returns?
- Presidential politics: Will politics trump economics in the United States?
- Debt: Is a policy of "financial repression" the answer for what ails the United States?
