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

February 2020

February MAST Asset Allocation Outlook: Pandemic Fear Bruises Stock Rally As we continue to expect the economic damage from the virus to be short-lived and earnings to re-accelerate into 2020, we are maintaining our moderate overweight to stocks versus bonds, hedged with a small overweight to duration.

Multi-Asset

February 2020

Coronavirus: The potential impact on markets Though we view the impact of the coronavirus as largely transitory, we still believe there is reason for caution.

Equity

Low volatility equities: Why now, why active? Against the backdrop of rising volatility and expensive valuations for risk reduction, an active low volatility strategy that empowers investors to reduce risk at reasonable cost while maintaining equity upside for the long-term is imperative now more than ever.

Fixed Income

January 2020 Fixed Income Review

Emerging Markets

January 2020

2020 outlook: Opportunity for active investors in emerging markets There is in the region of 25,000 listed companies in developing countries. This is a very substantial searching ground for active investors. There are many best-in-class businesses, run by top quality management who have identified an opportunity and who have built fantastic franchises.

Multi-Asset

January 2020

FOMC Policy Announcement — On Hold The U.S. Federal Open Market Committee (FOMC) kept the fed funds target range unchanged for the second consecutive meeting, with the policy statement showing few modifications.

Private Equity

01/27/2020

Private Equity Growth at the Expense of Hedge Funds Within the “alts” universe, dollars are increasingly flowing to private equity compared to hedge funds. Stuart Hastie of BMO Private Equity offers a compelling theory as to why – while adding insight on how to find the best strategies and managers within the space.

Responsible Investing

01/27/2020

An ESG ETF Strategy to Meet Growing Demand

Multi-Asset

01/27/2020

The Dawn of a New Decade: What’s Next? As we usher in a new decade, market conditions for institutional investors will undoubtedly change, but we caution against becoming too pessimistic – especially alongside the supportive monetary and fiscal backdrop.

International and Global

01/23/2020

Investment Trip Notes: Australia & New Zealand The growth that many had grown accustomed to, and 36% of the whole population have known nothing different from, is now needing ever more heavy lifting from the government and Reserve Bank to maintain.

Multi-Asset

01/23/2020

January MAST Asset Allocation Outlook: 2020 Visions: Re-Acceleration after Resilience We maintain our overweight to stocks versus bonds, hedged with a small overweight to duration as we continue to expect a constructive environment for stocks while seeing little upside to interest rates.

Responsible Investing

January 2020

Gender diversity: Are German companies keeping up? It is a long way for the DAX30 companies to become the Diversity30.

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Global Investment Forum 2019

Sustainable Development Goals: A framework for investors

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LDI

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