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2021 Outlook: A Rousing Recovery
by Jon Adams of BMO Global Asset Management, 12/18/20

While COVID-19 rendered many 2020 forecasts obsolete within the first few months of the year, several of BMO Global Asset Management’s key calls proved accurate. Though 2020 was a year of many challenges, we are optimistic for 2021 and expect improved economic conditions and better times ahead.

BMO Global Investment Forum Summary Report
by Jon Adams, Mike Dowdall of BMO Global Asset Management, 10/26/18

Over three days a selection of our investment managers, economists and strategists congregated in London for our annual Global Investment Forum (GIF). The GIF is designed to tune out the day-to-day market noise and focus on key market drivers over the medium term.

Are stocks expensive? Perhaps, but so what...
by Jon Adams, Michael Dowdall, Alan Schwartz, Lowell Yura of BMO Global Asset Management, 8/26/16
The numerous ways to calculate stock price often conflict, and BMO cautions making an investment decision based on any one valuation conclusion. However, BMO GAM remains modestly overweight equities in its portfolios, predominantly due to the predictive power of valuation measures and future returns.

Is the Selloff in High-Yield Bonds Warranted?
by Jon Adams, John Boritzke, Sandy Lincoln, Alan Schwartz, Lowell Yura of BMO Global Asset Management, 11/11/15
The commentary reviews the patterns in the high-yield market over the past few years, particularly how investors have fled the asset class in light of various expected crises, which turned out to be unwarranted. BMO GAM believes investors are once again overestimating default risks, evidenced currently by fears of a global growth scare spurring high yield outflows. Some may feel these outflows and default risks imply a recession is nigh, but the MAST team feels our economy is a long ways off from signaling such an event.
4 results found.