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Market Outlooks
Trends in Advisor Behavior During Market Volatility - Week of August 10, 2020
While cash allocations have remained slightly elevated, there has been no meaningful change to cash allocations since early June.
Market Outlooks
Weekly Market Snapshot: August 14, 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
BMO Market Charts - August 17th, 2020
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Over the past five years, the concentration of several equity indices has grown substantially. The weight of the top ten names in the Russell 1000 Growth Index doubled from 22% to 44%.
Market Outlooks
The great disconnect between the economy and the stock market
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We concluded our March quarter Perspectives with the comment: “Let’s just hope we now don’t have a gigantic bounce in share prices fuelled by the central bank injections, pushing them back to bubble levels. Or, are we, once again, being naïve?” Yes, we were being naïve. The bounce occurred and it had nothing to do with investment fundamentals.
Fixed Income Insights
Fixed Income Market Update
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In our view, monetary and fiscal policy have done a tremendous job in papering over fundamental uncertainty. Read more for the news & nuggets
Fixed Income Insights
Municipal Fixed Income: Bluebirds fly
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We focus on the strong recovery in the muni market over the second quarter, which proved to be illuminating to municipal investors on a couple fronts.
Retirement
Retirement income planning in the “new normal”
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Retirement policy, interest rates and market volatility have made retirement planning more challenging for clients and advisors alike. What are the philosophies, opportunities and challenges you need to be aware of to help your clients navigate decumulation in today’s environment?
In this episode, we’re joined by Jamie Hopkins, Director of Retirement Research at Carson Coaching and co-creator of the Retirement Income Certified Professional (RICP) designation. Jamie discusses the opportunities and challenges associated with creating retirement income in this new environment, including how to help shift the mindset of individuals to adapt to these changes.The IRS recently announced that it will allow plan sponsors to pay out pensions as a lump sum to plan participants. In this video BMO Global Asset Management discusses what considerations should be made by plan sponsors and plan participants before choosing lump sum as an option.
Market Outlooks
Trends in Advisor Behavior During Market Volatility - Week of August 3, 2020
For the second straight month, there has been no meaningful change to cash allocations, which has remained largely unchanged since early June.
Market Outlooks
Weekly Market Snapshot: August 7, 2020
This piece is approved to use with clients.
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
BMO Market Charts - August 10th, 2020
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Nearly 7,500 companies are on pace to file for bankruptcy protection this year, as businesses struggle to deal with the challenges posed by lockdowns and economic uncertainty