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North American Investment Strategy: 2021 Market Outlook

Research & Strategy COVID-19 Insights February 04, 2021
Research & Strategy COVID-19 Insights February 04, 2021

 

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.

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Brian Belski Chief Investment Strategist

PART 2

COVID-19: The Biden Presidency and What Lies Ahead

Brian Belski, Michael Gregory, CFA, Margaret Kerins, CFA 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...


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, potential...


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 t...


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 ...


PART 6

The Changing Landscape of U.S. Trading

Joe Wald 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 f...


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 Unit...


PART 8

IN Tune: Food and Ag Takeaways From the Farm to Market Conference

Joel Jackson, P.Eng., CFA, Kelly Bania, Kenneth B. Zaslow, CFA July 02, 2021

  IN Tune is a podcast featuring Equity Research analysts from BMO Capital Markets. Our episodes explore key emerging themes, tre...


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 ...


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 Marke...




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