GAM Monthly House View Report – December 2023

The BMO GAM Monthly House View report features the insights and portfolio positioning ideas of BMO GAM’s Multi-Asset Solutions Team (MAST), as well as BMO GAM’s Chief Investment Officer, Sadiq Adatia. Each month, it breaks down BMO GAM’s ‘house view’—their internal scorecard, if you will—on macroeconomic and investment-related topics. The December issue was a special edition authored by BMO GAM’s Director of Multi-Asset Solutions, Fred Demers. Titled “10 Big Investment Trends for 2024,” it featured Demers’ insights on topics ranging from inflation to artificial intelligence (A.I.), ultimately addressing the question: what forces will shape markets and economies over the next 12 months?