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?

Closing the 30% Gender Gap by 2030

Although long term prosperity depends on closing the gender gap, the world is not on track to achieve gender equality by 2030. What can investors do?

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.

The Bulls Keep Running: Why Markets Remain Upbeat

The most recent round of earnings generally delivered good results, with the biggest story being Nvidia continuing to beat market analysts’ high expectations.

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Sadiq Adatia
Sadiq Adatia
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?
Sadiq Adatia
Sadiq Adatia
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?
Sadiq Adatia
Sadiq Adatia
Commentary
April 1, 2024

The Supply Chain Problem Rears its Ugly Head

How will supply chain disruptions caused by the Baltimore bridge collapse and conflict in the Middle East impact inflation? Do continuing problems in China’s property sector affect the country’s long-term growth outlook?
Sadiq Adatia
Sadiq Adatia
Commentary
March 25, 2024

Reddit Goes Public: A Good Omen for the IPO Market?

Were Fed Chairman Jerome Powell’s comments as dovish as markets thought? With the Magnificent Seven driving markets, where can investors go if they’re looking to diversify?
Young woman doing paper work on the coach.
Young woman doing paper work on the coach.
Commentary
March 25, 2024

The True Liquidity of an ETF

ETF trading volume concerns? Rest assured, selling when needed is feasible. Discover the hidden layers of ETF liquidity beyond surface volume data
Steven Shepherd profile photo
Commentary
March 21, 2024

BMO ETF Portfolios’ March Commentary: Spring Brake

After January‘s blowout job report and higher than expected inflation readings, the U.S. 10-year yield surged back to October highs.
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