Investors’ number one worry when it comes to saving for the future is running out of money. A decade of low yields has produced a cohort of investors looking for enhanced returns from higher-yielding strategies, without sacrificing a high degree of protection. With longer lifespans and an aging population, advisors are called on more and more to help meet this client need by mapping out — and then delivering — the appropriate solutions.
Despite recent tightening, yields remain very low relative to historical norms. Aging clients – retirees and pre-retirees – require higher yields and sustainable monthly income.
Source: Bloomberg. Data through November 30th, 2018. For illustrative purposes only.
Historically, dividend growers tend to outperform over time, with lower levels of volatility. Investments with higher yield and lower volatility can help to meet your clients’ income needs, while offering a smoother investment experience.
Source: BMO Investment Strategy Group, unweighted. Data as of July 31st, 2018 (Analysis begins in January 1990). For illustrative purposes only.
Source: BMO Investment Strategy Group, unweighted. Data as of July 31st, 2018 (Analysis begins in January 1990). For illustrative purposes only.
BMO GAM’s four covered call strategies provide exposure to dividend yielding companies in Canada, U.S. and Europe, with lower volatility and higher income.
Source: BMO Global Asset Management. Distribution yield of F Series funds and indices as of November 1st, 2018. For illustrative purposes only.
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