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Strategic Analytics
Strategic Analytics
The BMO Capital Markets Strategic Analytics Group helps clients achieve their fixed income objectives by providing leading financial strategies tailored to their unique goals. To assist investors in portfolio development, the Group provides market research, relative value strategies, as well as portfolio and security level analysis. We offer several levels of investment support:
- Trade strategies and sector analysis to add timely insight into the fixed income marketplace
- Weekly commentary, via the Bond Market Focus, which contains insightful market analysis and trade strategies
- Monthly market research through the Bond Market Outlook that provides relative value analysis and in-depth research, along with customized solutions across a broad range of portfolio challenges
We utilize cutting edge analysis systems including:
- Bloomberg ® Financial Markets
- Specialized on-line trading and analysis programs
- Full service trading, underwriting, and research departments
- Proprietary interest rate and security models, including the BMO Capital Markets Bond Optimizer
We provide institutional investors with an efficient way to manage risks and generate returns. Our customized analysis can help identify market opportunities, uncover benchmark strategies, and present an integrated portfolio strategy tailored to your specific requirements. Our suite of reports include:
- Detailed Cash Flow Forecasts
- Total Return Forecasting, in various interest rate scenarios
- Index Comparisons
- Income-Loss Modeling
- Security Comparison Reports
- Swap Analysis
- Portfolio Holdings and Distribution Reports
- Sector Specific Analysis
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