Your market uncertainty partner

Our commitment

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.

Stay informed: Weekly touchpoints with our PMs

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.

Podcast: Coaching clients through uncertainty

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.

Connect with our team

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Sam DiTella
Managing Director, Head of Intermediary Distribution and National Accounts
Stephen W. Andrus
Director, Intermediary Distribution, Southwest Ontario
Edward Ku
Director, Intermediary Distribution, GTA North
Jordan Lee
Director, Intermediary Distribution, Etobicoke-Burlington
Christopher McGrath
Director, ETF Distribution, GTA & Manitoba
Richard Poulin
Director, Intermediary Distribution, Niagara
Sanjay Singla
Vice President, Intermediary Distribution
Kirsten Woodhouse
Director, Intermediary Distribution, Southwest Ontario
Emily Mackay
Senior Associate, Intermediary Distribution, Toronto
Stewart Reid
Director, Intermediary Distribution, Western Canada
David R. Clarke
Director, Intermediary Distribution, Calgary & Southern Alberta
Allan Henderson
Director, Intermediary Distribution, Northern Alberta
Mike McCormick
Director, Intermediary Distribution, Calgary, Southern Alberta & Northern SK
Ryan Armstrong
Vice President, Intermediary Distribution, Greater Vancouver
Hamish Lillico
Senior Associate, Intermediary Distribution, Greater Vancouver
Ken Vashisht
Director, Intermediary Distribution, Vancouver Island & Okanagan
Matthew Logan
Vice President, Intermediary Distribution – Manitoba, Southern SK & NW Ontario
Léon Garneau Jackson
Director, Intermediary Distribution, Eastern Canada
Drew Burgess
ETF Specialist, ETF Distribution, Eastern Ontario
Brad Cross
Director, Intermediary Distribution, Ottawa-Kingston
Hutson Myles
Director, Intermediary Distribution, Atlantic Canada
Marc-André Mimeault
Director, Intermediary Distribution
Long Bui
Director, Intermediary Distribution
François Lachance
Director, Intermediary Distribution
Chouaib Nait M’Barek
Director, Intermediary Distribution
David Hsu
Vice President, Intermediary Distribution
Kevin Prins
Managing Director, Head of Distribution, ETFs and Managed Accounts
Mark Webster
Director, ETF Distribution, Institutional Sales & Service, Western Canada
Laura Tase
Director, ETF Distribution, Ontario
Daniel Stanley
Director, ETF Distribution, Institutional Sales & Service, Ontario
Alain Desbiens
Director, ETF Distribution, Quebec & Atlantic
Erika Toth
Director, ETF Distribution, Institutional Sales & Service, Eastern Canada
Rob Butler
Director, ETF Distribution, Western Canada
Rene Dinter
Director, ETF Distribution, Western Canada
Jean Carlo Rouzier
Director, ETF Distribution, Southern Ontario
Michael Scheiers
Vice President, National Accounts

Patience can pay off

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.

Market charts - Patience can pay off

Amounts shown are in USD. For illustrative purposes only.

Returns are not symmetrical

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.

Historical volatility

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.

Market chart - Recent historic volatility still within calendar year norms - Chart image

Amounts shown are in USD. For illustrative purposes only.

BMO may help smooth the ride

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.

Strategies to consider in a recession - Mutual Funds

BMO Dividend Fund

  • Focuses on larger, well-established companies which have a long history of paying and growing their dividends
  • Largest sector weight in financials to capture cyclical recovery
  • Includes U.S. equities to diversify the portfolio

BMO Global Dividend Fund

  • Focuses on key business metrics to seek growth, predictability, and sustainability
  • Largest sector weight in technology to capture emerging economy
  • Largest country weight to the U.S. with strongest underlying market fundamentals

BMO Low Volatility Canadian Equity ETF Fund

  • Diversify from cyclical sectors
  • Select lower volatility securities within sectors
  • Excellent diversification from the concentrated Canadian market

BMO Tactical Dividend ETF Fund

  • Takes advantage of temporary pricing dislocations
  • Combines top down macro analysis with technical signals
  • Unconstrained fund to best position the portfolio

BMO Tactical Global Asset Allocation ETF Fund

  • Unconstrained mandate provides flexibility during periods of major market uncertainty
  • SIA Wealth has the ability with specific market signals to move to cash and cash equivalents
  • Rotates asset allocation using SIA’s unique Equity Action Call

BMO Concentrated Global Equity Fund

  • Invests with high conviction in the best ideas equities
  • Selects companies with a long term time horizon and strong growth potential
  • Captures market returns with less downside risk 

Strategies to consider in a recession - ETFs

BMO’s Low Volatility ETFs

  • Beta measures an investment’s sensitivity to market volatility. Low Beta investments can provide lower risk than the broad market while still providing growth opportunities.
  • BMO’s Low Volatility ETF strategies use Beta as the primary investment selection and weighting criteria.

BMO Tactical Dividend ETF Fund

  • Dividend ETFs tend to outperform over the long term with less volatility than the broad market.
  • BMO Tactical Dividend ETF Fund combines active, tactical management with passive dividend paying ETF investments.

Latest insights from our investment teams

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September 2020

Could Tech Gyrations End the Rally?

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.

September 2020

Investing to a higher standard pays off

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.

September 2020

Quality and Low Volatility: Calm in the eye of the storm

When all the signs point to uncertainty in U.S. markets, using factor-based strategies can be a welcome saving grace for your clients. To this end, seasoned ETF Specialist and Portfolio Manager, Chris Heakes, explores Quality and Low Volatility as core holdings that provide strong returns during the highs and the lows.

September 2020

Embracing a virtual COI strategy

When it comes to building referral networks, a digital-friendly approach is now table stakes for Advisors seeking to grow their business. For a deeper look, Ben Jones, host of BMO’s Better Conversations, Better Outcomes podcast, offers timely advice and actionable tips to bring your Centres of Influence (COI) strategy to life.

September 2020

September Monthly MAST Commentary: Tech Keeps on Rocking While Fed Keeps Its Inflation Wish Alive

The economic recovery is about halfway through, but we already have a good idea of the lasting societal changes emerging from the pandemic.

September 2020

High inflation risk is dividing the investment community

The month of August ended with a paradigm shift in the monetary policy framework of the Federal Reserve.

September 2020

Some COVID-19 Scars may Persist

While a vaccine might be on its way later this year, social distancing and mobility restrictions have inflicted severe pain on some sectors of the economy.

August 2020

Canadian Housing Holding up Against Bearish Fears

In line with our expectations, the Canadian housing market has held up despite the COVID shock.

August 2020

Lessons from the pandemic: professionalizing virtual client meetings

As the world slowly begins to re-open again, the financial services industry can’t afford to assume a return to business as usual. Sanjay Singla, Vice President, Intermediary Distribution, Central Ontario, BMO Global Asset Management, believes virtual face-time with clients will now be a permanent part of the Advisor offering going forward, and shares his insightful tips on how to differentiate yourself with a polished and professional online approach.

August 2020

From one book, to three: making every transition count

Matthieu Bouchard, Groupe MCB Private Wealth Management, has written a strategic growth story for himself, buying one book after another over the short span of three years. In this issue of Insights, he shares the details about every transition process, offering practical tips and tricks that have facilitated a near perfect retention rate.

August 2020

August MAST Commentary: Investors Building Herd Immunity Against COVID-19 Fear, But Economy Will Need More Fiscal Steroids

Equity gains continued in July as bond yields slipped, though performance remains uneven across regions, sectors and factors.

August 2020

COVID-19 and climate change

An update on COVID-19’s impact on climate change.

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Disclosures

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.