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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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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

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.

International and Global

01/03/2020

The Brexit Election: What now for the UK and the EU? Few political earthquakes come as big as this one. Rarely has one issue so dominated a UK election of this importance and scale.

Fixed Income

01/02/2020

December 2019 Fixed Income Review Inflation in both regions appears well contained for the time being, and is therefore not expected to exert much upward pressure on long-term rates.

Multi-Asset

12/23/2019

2020 outlook: Less yin (dark), more yang (light) Our outlook for 2020 is relatively positive for risk assets. Uncertainties remain, but some of the clouds have lifted and the economic landscape looks reasonably good.

Responsible Investing

12/19/2019

The workforce data quest: Why we need it and why it helps companies as well Response rates to the WDI are still low in comparison to the investment universe or similar initiatives, but numbers are increasing year after year.

Multi-Asset

12/13/2019

MAST Asset Allocation Outlook: Lower Uncertainty But Still Plenty of Fear Heightened uncertainty from trade policy has been a core investment theme this year, but the synchronized central-bank response, especially from the Fed, has been unambiguously supportive of risk assets.

Responsible Investing

12/10/2019

Energy transition in developing Asia: Critical to the success of addressing climate change We traveled to Thailand, China and Hong Kong to engage with 10 Asian energy companies to encourage actions aligning emissions to Paris Agreement goals.

Responsible Investing

11/25/2019

Antimicrobial resistance: An investor perspective on a pressing global threat At BMO Global Asset Management, one of our key corporate engagement topics is antimicrobial resistance (AMR), which is a pressing global challenge.

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.

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Global Investment Forum 2019

Sustainable Development Goals: A framework for investors

Our capabilities

LDI

Responsible Investment

ETFs

Fixed Income

Equity

Multi-Asset

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