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Multi-Asset
09/04/2019
Collapsing Yield Curve: Are recession fears valid? Between an escalation of trade wars and Fed Chair Powell’s disappointing messaging on “mid-cycle-adjustments”, investors have been spooked by the recession bogeyman for well over a year
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Responsible Investing
09/01/2019
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
8/19/2019
MAST Asset Allocation Outlook - “The only way to Avoid Mistakes…” Positioning was unchanged in July, reflecting lingering trade uncertainty while expecting central-bank easing to extend the cycle.
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Responsible Investing
08/15/2019
ESG Viewpoint: Chemicals and biodiversity In April 2018, the EU Member States endorsed the EU Commission’s proposals to ban all outdoor uses of three neonicotinoids (“neonics”).
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Responsible Investing
08/01/2019
Sustainable banking practices – visit to Thailand and Malaysia One of BMO’s engagement priorities for 2019 is to broaden our environmental and social engagement to encompass banks’ lending practices. We are focusing this year on banks in the ASEAN region, which are exposed to a range of risks associated with industries including coal power and palm oil.
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Multi-Asset
07/30/2019
Brexit update Brexit uncertainty continues in the UK. Leaving without a deal by October 31 is a distinct possibility, an early general election looks even more likely.
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Multi-Asset
07/26/2019
MAST Asset Allocation Outlook: The Fed is the Stock Market’s Best Friend At its June Federal Open Market Committee (FOMC) meeting, the Fed formally capitulated to the bond market by downgrading its policy path and removing its “patient” guidance.
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Responsible Investing
07/24/2019
ESG Viewpoint: Warm India, Wet India – Incredible India? The first in a series of viewpoints based on our recent trip to India to engage with companies on all things ESG.
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Fixed Income
07/24/2019
This Niche in Private Debt is Here to Stay In the past decade, a growing number of yield-seeking institutional investors have added private debt as an alternative asset class to achieve optimal risk-adjusted returns that are uncorrelated with traditional fixed income strategies. Peter Arts and Nicholas Piermarini act as tour guides for this booming area of fixed income, spotlighting niches within the loan space and offering ideas on incorporating them as valuable tools in the asset allocation process.
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LDI
07/22/2019
Liability Driven Investing (Part Three): Capital-Efficient Investing In Part Three of the series titled “Manage Complexity, Deliver Clarity,” François Hélou, CFA, Director, Head of Balance Sheet Solutions Sales at BMO Global Asset Management, explains how a proper Liability Driven Investment (LDI) strategy mitigates a Defined Benefit (DB) pension plan’s unrewarded liability risks, while establishing an asset allocation that dynamically adapts a DB plan’s rewarded risks to its funding requirements and liability profile. It also discusses how an LDI strategy could also optimize the transfer of a DB plan’s balance sheet to an insurance solution through a disciplined portfolio transition.
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Responsible Investing
07/10/2019
ESG Viewpoint – ESG disclosure at mid-cap companies We engaged with 20 mid-cap companies on how to improve the quality of their ESG disclosure.
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Responsible Investing
06/21/2019
Decoding Responsible Investing and ESG We are experiencing a sea change in perceptions of responsible investing, with growing interest from mainstream investors, and an expanding investment opportunity set. Nevertheless, a number of headwinds to more rapid progress remain, including overlapping buzzwords, misperceptions and a lack of cohesion. To demystify this increasingly relevant space, Alice Evans, Director, Co-Head, Responsible Investment, BMO Global Asset Management, delivers a unified framework that can serve as a keystone for understanding the RI universe.
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