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Multi-Asset
8/19/2019
MAST Asset Allocation Outlook - “The only way to Avoid Mistakes…” Positioning was unchanged in July, reflecting lingering trade uncertainty while expecting central-bank easing to extend the cycle.
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Multi-Asset
Brexit update Brexit uncertainty continues in the UK. Leaving without a deal by October 31 is a distinct possibility, an early general election looks even more likely.
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Multi-Asset
MAST Asset Allocation Outlook: The Fed is the Stock Market’s Best Friend
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Multi-Asset
Tariff-Man is Back President Trump’s trade-war tactics surprised markets once again by threatening Mexico with tariffs if Mexico could not limit the flow of migrants.
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Multi-Asset
Sell in May and Go Away? In light of the improving macro outlook, we added Emerging Markets (EM) stocks while underweighting Europe, where weare more cautious on the macro upswing.
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ETF Portfolios
BMO ETF Portfolio Strategy Report, Second Quarter 2019: Staying Put in Quality In this report, we highlight our strategic and tactical portfolio positioning strategies for the second quarter using various BMO Exchange Traded Funds (BMO ETFs). Our key strategy changes are outlined throughout the report and in our quarterly outlook on page six.
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Fixed Income
What to Do with Fixed Income In this issue of Insights, Keith Patton, Managing Director, Global Head of Unconstrained Fixed Income, BMO Global Asset Management (EMEA), discusses why Canadian investors searching for a more effective fixed income strategy should consider a non-traditional multi-sector approach.
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Multi-Asset
Recession Fears: Déjà vu All over Again We remain slightly overweight equities, in particular in the U.S. In fixed income, duration is still unattractive given the flatness of the yield curves.
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Practice Management
Ready, Set, Grow: How a Younger Advisor Is Making His Mark While studying economics at Lakehead University, Josh McQuay had the foresight to shape his career path early. He completed the Canadian Securities Course (CSC®) and the Conduct and Practices Handbook Course (CPH)® before graduation, hit the ground running, and has been on a growth trajectory ever since. Below, Josh shares a process for Advisors new to the business – and a unique perspective for seasoned pros considering succession.
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Practice Management
Fiduciary – Understanding Your Legal Duties In our new CE credit webcast, “Managing Your Legal Risks and Meeting Your Fiduciary Duties,” BMO Global Asset Management presents an essential overview on Fiduciary duty – what it is, when it arises and legal consequences.
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Market and Economic
2019 Federal Budget Review On March 19, Finance Minister Bill Morneau unveiled the Liberal Government’s fourth Federal Budget – and final budget before the 2019 election. Entitled “Investing in the Middle Class”, Budget 2019 continues with many of the themes of previous Liberal budgets, and anticipates a deficit of $19.8 billion for fiscal 2019-20 and $19.7 billion in 2020-21.
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Practice Management
An ETF Platform for Advisors by Advisors How does a small MFDA dealer survive – and thrive – against a backdrop of consolidation, regulatory challenges, fee pressure, and media scrutiny around the value of advice? By launching an ETF platform to level the playing field, and creating a unique culture of Advisor autonomy, flexibility and prosperity. Leo Belmonte, veteran investment professional, and CEO of Security Financial Services & Investment Corp., shares his story with Insights.
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