North American Investment Strategy: 2021 Market Outlook
North American Investment Strategy: 2021 Market Outlook
Chief Investment Strategist
Brian, Chief Investment Strategist and leader of the Investment Strategy Group, provides strategic investment and portfolio management advice to both institutional …
Brian, Chief Investment Strategist and leader of the Investment Strategy Group, provides strategic investment and portfolio management advice to both institutional …
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While 2020 has been a challenging year, it’s also highlighted our resilience and determination. Those qualities were evident in the U.S. stock market, which recovered from bear market territory in the spring to reach record highs later in the year.
In his 2021 market outlook, BMO Capital Markets’ Chief Investment Strategist Brian Belski explains why the pieces are in place for a year of unprecedented corporate earnings growth that will fuel the second half of a 20-year bull market.
Road to Recovery 2021
PART 2
COVID-19: The Biden Presidency and What Lies Ahead
Brian Belski, Michael Gregory, CFA, None January 26, 2021
With Joe Biden sworn in as the 46th U.S. president, and on the day Canada marked the one-year anniversary of its first confirmed COVID-19 c…
PART 3
NextGen Treasury: Your Digital Roadmap
Marc-Andre Bergeron February 09, 2021
Digitizing payments has become more important than ever as organizations look to increase working capital, create efficiencies, potentially…
PART 4
Deep Dive into Debt - How Retail Borrowed to Health through COVID
Simeon Siegel, CFA April 06, 2021
More retailers are borrowing under COVID than during the Global Financial Crisis Retailers have borrowed multiples higher tha…
PART 5
The ‘E’, ‘S’ and ‘G’ in Mining
Magali Gable April 21, 2021
At our 30th Annual Global Metals & Mining Conference this year, producer after producer engaged on the subject of sustainable mining in…
PART 6
The Changing Landscape of U.S. Trading
None May 21, 2021
Changes to rule 606(b), the transparency and the NMS market data rule will increase data transparency and level the playing field for…
PART 7
COVID-19: Biden's First 100 Days: Tracking the Road to Recovery
Dan Barclay June 14, 2021
With President Joe Biden cresting the first 100 days of his administration, experts are forecasting a strong economic rebound in the United…
PART 8
IN Tune: Food and Ag Takeaways From the Farm to Market Conference
Joel Jackson, P.Eng., CFA, Kelly Bania July 02, 2021
IN Tune is a podcast featuring Equity Research analysts from BMO Capital Markets. Our episodes explore key emerging themes, trend…
PART 9
Extraordinary New Drivers Mean U.S. M&A has Room to Run
Lyle Wilpon July 26, 2021
That we’re living through one of the most robust M&A markets in living memory will not come as news to anyone. That markets are firing on…
PART 10
Accelerating the Road to Recovery
Dan Barclay August 16, 2021
What kind of headwinds can we expect and what are the risks? Will inflation woes drive a change in monetary policy? BMO Capital Markets…
PART 11
The Delta Surge and Impacts on a Reopening
Brian Belski October 27, 2021
On September 28, BMO hosted a panel to provide an update on the current state of the pandemic and an outlook on what it means for the marke…
PART 12
The Best of Both Worlds: The Future of Work in Capital Markets
Dan Barclay, Aine O’Flynn October 07, 2021
It’s not that long ago that the physical pitch book was entrenched in deal-making lore, for decades thumped down on boardroom tables …
