Bond Market Observations

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March 2016 BMO

Standish

Standish - Investment Committee

“One lesson is that we should get used to periods of higher volatility. At very low levels of interest rates, asset prices tend to show higher volatility …”

-Mario Draghi, President, European Central Bank

Opportunities in the Midst of Varying Policies

  • Global central bank policies continue to surprise with explicit expansion of monetary policies in China, Japan and Europe.
  • Meanwhile, the Federal Reserve continues towards tightening, but lowers expectations.
  • Near-term, we see opportunities to capitalize on positive market sentiment.
  • We are cautious medium-term as fundamentals remain challenged.

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