Chairman Powell: The Ultimate Bond Villain?
What’s causing the gap between Canadian and U.S. equities? What is the source of recent bond volatility, and will it persist for the rest of 2024?
Cybersecurity’s growing importance: what investors need to know
As the world grows more connected, investors might be overlooking cybersecurity and data security risks in various industries.
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.
Shifting to Neutral: The Case for Optimistic Caution
In early June, the Bank of Canada (BoC) became the first of the world’s major central banks to lower interest rates, cutting by 25 basis points. a day before the European Central Bank (ECB) made the same move. But in the United States, it is a different story.
Insights
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Commentary
Private: Supporting all aspects of investing
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Commentary
June 24, 2024
Chairman Powell: The Ultimate Bond Villain?
What’s causing the gap between Canadian and U.S. equities? What is the source of recent bond volatility, and will it persist for the rest of 2024?
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June 21, 2024
Shifting to Neutral: The Case for Optimistic Caution
In early June, the Bank of Canada (BoC) became the first of the world’s major central banks to lower interest rates, cutting by 25 basis points. a day before the European Central Bank (ECB) made the same move. But in the United States, it is a different story.
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Commentary
June 19, 2024
BMO ETF Portfolios’ June commentary: “Downshift to Neutral”
While our longer-term outlook for equities remains positive, there are a number of short-term tailwinds that are materializing, in our view.
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Commentary
June 17, 2024
Counting on 24-Karat Rate Cuts
How are the Fed’s interest rate projections impacting the market’s expectations? Have gold prices reached their ceiling?
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Commentary
June 17, 2024
Bridging the “Alternatives Gap”
Historically, individual accredited investors have lacked access to these kinds of alternative investments.
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Commentary
June 17, 2024
The Evergreen Solution
Private markets have the potential to increase returns and diversify risk away from public holdings.
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