Introducing the BMO Sustainable Portfolios
Introducing the BMO Sustainable Opportunities Canada Equity Fund.
We have engineered a lineup of mutual fund and ETFs as diverse as your clients’ needs.
As autumn turns to winter, both upside and uncertainty hang in the air. The market recovery, which began on March 23, has caused a divergence in performance between sectors, asset classes and geographies. For timely guidance on asset allocation, Fred Demers, Director of the Multi-Asset Solutions Team (MAST), delivers an update on markets using BMO’s proprietary “five lenses” approach
Removal of U.S. political uncertainty and positive news on a COVID-19 vaccine should ensure a robust economic and earnings recovery in 2021 even though mobility is likely to be restrained this winter.
Election night clarity was probably too much to hope for.
Given the current structure of the race, a Democratic presidency looks likely, coupled with a very slight Democratic edge in the Senate.
Election uncertainty, while still elevated, has improved.
The 60/40 balanced stock-bond portfolio had a great run for a number of decades, but rumours of its death are back with the collapse of interest rates across the yield curve.
Global equities registered a disappointing performance in September, but the macro news confirmed the recovery was well underway and lost ground is being recovered relatively fast.
Many countries and regions are seeing a resurgence of COVID cases, bringing back mobility restrictions.
While the ebb and flow of the high-flying tech stocks is to be expected, some underlying trends are profoundly anchoring the longer-term outlook.
Finding an asset with positive expected return and low correlation to existing investments can strengthen a long-term portfolio outcome.
As part of a broader commitment to innovation and “boldly growing the good,” associate portfolio manager Jennifer So makes the case for new all-in-one solutions that are designed to outperform on dual fronts: performance and personal values.
The economic recovery is about halfway through, but we already have a good idea of the lasting societal changes emerging from the pandemic.
For Mutual Funds:
1-800-668-7327
For ETFs:
1-800-361-1392