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Market Outlooks
Weekly Market Snapshot: June 26, 2020
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
Weekly Market Snapshot: June 19, 2020
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
Weekly Market Snapshot: June 19th, 2020
Market related news for the week ending June 19, 2020
Market Outlooks
Weekly Market Snapshot: June 12, 2020
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
Weekly Market Snapshot - June 12, 2020
Economic news for the week ending June 12, 2020
Market Outlooks
Weekly Market Snapshot: June 5, 2020
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
Weekly Market Snapshot: May 29, 2020
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Fixed Income Insights
May 2020 Fixed Income Market Update
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In our view, the markets feel much healthier at the end of April than a month ago, but underappreciated in the improved sentiment is not only the scale of March policy action, but its continuation into April. Actions announced in April would ordinarily have remained in headlines and discussion for weeks, but the nearly half trillion dollar U.S. fiscal stimulus package has been treated almost as a footnote to its much larger cousin in March. Similarly, Fed and other central banks not only continued to implement the massive programs initiated last month, but significantly expanded on them.
Market Outlooks
What’s next for China?
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As the first country to tackle COVID-19, China has institutional investors globally wondering about the local situation – and what it means for their portfolios. June Lui, Portfolio Manager, BMO LGM Investments, gives an on-the-ground assessment of China’s economic backdrop and the impact on stocks.
Market Outlooks
The enemy of a major economic slump is debt
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This is a hard commentary to write. The situation is obviously very grave but also extremely fluid and no one has any special or privileged insight as to when a degree of normality may return. All pandemics end but it would be foolish on our part to suggest that it will be over within a few months. What is clear is that the world is tumbling into a serious global recession with significant unemployment. When both supply and demand collapse the end result is obvious and unavoidable. Governments and central banks have thrown several kitchen sinks at the crisis but with a world in lock-down it does little to lift economic activity. Expenses go up but incomes go down.
Fixed Income Insights
Municipal Yields Have Converged
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Over the past several weeks, yields between short- and intermediate-term Municipal Bonds have converged. This may be an opportunity for investors to significantly reduce interest rate risk while sacrificing minimal income since shorter-term bonds typically have less sensitivity to rates.