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Global Equities

Month in focus - BMO Responsible Global Equity Fund

Nick Henderson offers insights into the performance of BMO Responsible Global Equity Fund in September.
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Global Equities

August update – BMO Responsible Global Equity Fund

Nick Henderson offers insights into the performance of BMO’s Responsible Global Equity Fund in August and discusses recent activity and portfolio positioning.
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Macro Views

Pyrford Perspectives: tariff tensions and rate reductions

Tariff tensions increased in August, while President Donald Trump lambasted the Federal Reserve with some extraordinary comments.
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News & Insights

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Global Equities
4 min read
Month in focus - BMO Responsible Global Equity Fund Nick Henderson offers insights into the performance of BMO Responsible Global Equity Fund in September.
READ MORE
Global Equities
6 min read
August update – BMO Responsible Global Equity Fund Nick Henderson offers insights into the performance of BMO’s Responsible Global Equity Fund in August and discusses recent activity and portfolio positioning.
READ MORE
Macro Views
2 min read
Pyrford Perspectives: tariff tensions and rate reductions Tariff tensions increased in August, while President Donald Trump lambasted the Federal Reserve with some extraordinary comments.
READ MORE
Multi-Asset
2 min read
Pyrford Perspectives: What’s going on in Italian politics? The team at Pyrford investigate the disappointing levels of productivity growth around the world.
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Fixed Income
10 min read
Did the Fed just go Minority Report? The Federal Reserve recently cut the Fed Funds rate in an effort to pre-empt negative outcomes
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Fixed Income
3 min read
BBB bonds: More Fortnite or Minecraft? The increase in BBB bonds has been popularly framed as akin to the popular video game Fortnite
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Macro Views
3 min read
The UK economy: life after Brexit How well prepared is the UK economy for life after Brexit, deal or no deal?
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Responsible Investment
3 min read
ESG Viewpoint: Chemicals and biodiversity In April 2018, the EU Member States endorsed the EU Commission’s proposals to ban all outdoor uses of three neonicotinoids (“neonics”).
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Multi-Asset
2 min read
Pyrford Perspectives: ageing economies The team at Pyrford investigate the disappointing levels of productivity growth around the world.
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Responsible Investment
3 min read
United Nations Principles for Responsible Investment Our results from the 2019 UN PRI Reporting Framework assessment.
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Emerging Markets
10 min read
Responsible Global Emerging Markets - Q2 2019 Investor Note The team at LGM provide their regular update on responsible investing in emerging markets.
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Macro Views
3 min read
Brexit update Brexit uncertainty continues in the UK. Leaving without a deal by 31 October is a distinct possibility, an early general election looks even more likely.
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Multi-Asset
3 min
Global Perspectives - July 2019 The global economy has now entered the longest expansionary phase on record and yet we believe that there is still further to go.
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Global Equities
6 min read
BMO Responsible Global Equity Fund - June Update Jamie Jenkins offers insights into the performance of BMO’s Responsible Global Equity Fund in June
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Multi-Asset
2 min read
Poor productivity growth The team at Pyrford investigate the disappointing levels of productivity growth around the world.
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Multi-Asset
2 min read
As good as gold? The team at Pyrford consider gold versus fiat money.
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Multi-Asset
2 min read
Pyrford Perspectives: our views on the markets The team at Pyrford take a quick look at what’s going on in the markets.
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US Equities
2 min read
The US/China trade saga The team at Pyrford discuss the US/China trade spat and the economic implications.
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Responsible Investment
3 min read
ESG Viewpoint – ESG disclosure at mid-cap companies We engaged with 20 mid-cap companies on how to improve the quality of their ESG disclosure.
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European Equities
3 min read
Europe – why focusing on great businesses, not the macro, makes sense At its June meeting, the European Central Bank’s president, Mario Draghi, sent a clear signal that all is not well with the European economy.
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Macro Views
2 min read
Our impression of extravagant investments The team at Pyrford reflect on the recent sale of a Monet painting and discuss how the uber-rich spend their loose change.
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Global Equities
6 min read
BMO Responsible Global Equity Fund - May Update Jamie Jenkins offers insights into the performance of BMO’s Responsible Global Equity Fund in May
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Emerging Markets
4 min read
Indian elections: the people’s definitive message India’s electorate decisively voted to keep in power the BJP party and Prime Minister Narendra Modi, the man characterised by many Western media outlets as ‘the most divisive leader’ in Asia
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UK Equities
8 min read
Our views on UK equities UK equities in focus: searching for opportunities amid volatility
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