Elena Holodny
Jun. 22, 2015, 8:32 AM
352
BMO Capital MarketsInvestors are worried about what the aging of baby boomers means for the markets.Specifically, they’re concerned baby boomers will pour out of stocks and into bonds to reduce risk profiles throughout retirement. This would be bad news for the stock market.But BMO Capital’s Brian Belski highlights another demographic trend that could counter the […]
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More and more Wall Street strategists* argue we should think about stocks as being in the middle phase of a long-term, multiyear, secular bull market.”Our view, which we have held since the market bottomed in 2009, is that the current bull market is secular, not cyclical,” Charles Schwab’s Liz Ann Sonders said. “Secular bull markets — like from 1949 […]
Fears over a growing emerging market crisis have hit stocks hard in the past month, but BMO Capital Markets is telling investors to relax.“To be sure, U.S. markets are likely to behave much better with emerging market strength, but we strongly disagree with the notion that higher U.S. stock prices require emerging market participation,” said Brian Belski, BMO’s chief investment […]
Canadian stock investors are in store for “low-single-digit price returns” in 2014, says a new report from BMO Capital Markets.The muted returns will mark the fourth-straight year that Canadian stocks will underperform their U.S. counterparts, said chief investment strategist Brian Belski.“As the broader de-leveraging of emerging markets and Europe proceeds, coupled with slow grind of over-capacity of metals and commodities […]
