BMO Global Asset Management | Canada

Global Investment Forum 2019

An outlook for the economy and markets in 2020 and beyond.

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Sustainable Development Goals: A framework for investors

The Sustainable Development Goals (SDGs) are emerging as a global framework for governments, investors and corporations to prioritize agendas, and report on their impact.

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Multi-Asset

11/13/2019

MAST Asset Allocation Outlook - Central-Bank Easing and Trade Détente Help Reboot Cycle Seasonal scarecrows played differently this year and global stocks registered another gain in October with new highs made in several markets.

Equity

11/12/2019

One Investing Style to Thrive in the Late Cycle Amid slowing economic growth and depressed market sentiment, cracks are emerging in how institutional asset managers have evaluated risk versus value during the recent 10-year bull market.

Responsible Investing

11/12/2019

Achieving an ESG Edge in Emerging Markets As emerging market (EM) equities gain favour among institutional investors, Juan Salazar, Director and EM specialist, Responsible Investment, BMO Global Asset Management EMEA, explains the importance of integrating environmental, social and governance (ESG) analysis into investment decisions, and how it can be accomplished effectively to yield a valuable edge for EM portfolios.

Real Estate

11/12/2019

UK Real Estate Provides TRUE Alternative Exposures In this issue, Angus Henderson of BMO Real Estate Partners reveals three key opportunities in UK and European property markets — not only to provide Canadian institutional investors with true diversification, but also to serve as a creative source of sustainable yields over the mid-to-long term.

Multi-Asset

11/08/2019

Gold’s Time to Shine? A gold allocation can increase diversification and reduce portfolio drawdowns without sacrificing long-term performance.

Emerging Markets

11/08/2019

Responsible Global Emerging Markets Strategy The team at LGM provide their regular update on responsible investing in emerging markets. This quarter’s issue covers the below topics.

Multi-Asset

11/07/2019

Monetary policy is "likely to remain appropriate" In line with market expectations, the Federal Reserve (Fed) cut its policy rate by 25bp in October, the third 25bp rate cut since July.

Market and Economic

11/05/2019

Is the end of globalization nigh? Globalization has fueled the strong growth in the world economy over the last quarter-century. But the pendulum now appears to be swinging against it.

Market and Economic

11/05/2019

Life after Brexit The UK’s departure from the European Union will undoubtedly be a seismic event for the country. While the hit to growth of a no-deal outcome is potentially very serious, we at least see a dynamic UK service sector continuing to reach out successfully around the world.

Market and Economic

11/05/2019

Time to get fiscal? With interest rates at rock bottom and the impact of financial asset purchasing programs apparently waning, central banks are running out of monetary policy options for tackling the next global economic slowdown.

Market and Economic

11/05/2019

Decarbonization – net zero or bust? If the target of zero net carbon emissions is to be met and dangerous global temperature rises avoided, we will need to make fundamental changes to the way we live.

Market and Economic

11/05/2019

Auto breakdown in Germany? Selling massive volumes of high-value cars across the world has been one of the foundations of Germany’s economic strength in recent decades. But as the structural switch to electric gets under way, this highly successful model faces severe challenges.

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Global Investment Forum 2019

Sustainable Development Goals: A framework for investors

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LDI

Responsible Investment

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