Our team is committed to accessibility, collaboration and thought leadership, and these turbulent times are no different. We will continue to provide insights, strategies, solutions and updated forecasts at your fingertips. In addition, we are running open line conference calls to keep the dialogue open. We remain here to help you. We can navigate this instability together.
To ensure you stay informed and can continue to add significant value to your clients, we’re setting up re-occurring weekly touchpoints with our Portfolio Managers, giving you direct access to them.
In an effort to support your client conversations during these times, we recorded this special episode with Steve Sanduski full of actionable ideas to help both you and your clients thrive during and coming out of this period.
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Even after the two worst drawdowns in the last 25 years (tech bubble and financial crisis), investors who avoided selling would have likely recovered their losses within 5 years or less.
Amounts shown are in USD. For illustrative purposes only.
It becomes increasingly difficult to break-even on investments following a substantial drawdown, making downside protection an important consideration.
Amounts shown are in USD. For illustrative purposes only.
Recent volatility occurred quickly but is still within historical norms. Despite an average intra-year drawdown of 15% over the last 20 years, the S&P 500 finished positive in 15 of 20 years.
Amounts shown are in USD. For illustrative purposes only.
These BMO solutions have the ability to invest in asset classes that offer both defensive and offensive potential, positioning the portfolios for performance in any market.
BMO Dividend Fund
BMO Global Dividend Fund
BMO Low Volatility Canadian Equity ETF Fund
BMO Tactical Dividend ETF Fund
BMO Tactical Global Asset Allocation ETF Fund
BMO Concentrated Global Equity Fund
Commissions, management fees and expenses (if applicable) may be associated with investments in mutual funds and exchange traded funds (ETFs). Trailing commissions may be associated with investments in mutual funds. Please read the fund facts, ETF Facts or prospectus before investing. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated.
For a summary of the risks of an investment in BMO Mutual Funds or BMO ETFs, please see the specific risks set out in the prospectus of the relevant mutual fund or ETF . BMO ETFs trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination.
