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Emerging Market Equities

Home to the bulk of the world’s population yet accounting for around only half its economic activity and in the region of 15% of its listed companies (by market capitalisation) the growth potential of the emerging markets is significant.

Our emerging market specialists aim to deliver long-term outperformance (alpha) by focusing on areas where structural drivers like demographics and urbanisation are at their most potent. Conviction matters as the team seek out high quality and attractively managed businesses – their long-term benchmark agnostic mindset is apparent in portfolios characterised by high active share and low turnover.

For investors looking to access the potential of emerging market equities we offer a range of solutions including frontier, global emerging, responsible and smaller company options.

 

Risk Disclaimer

The value of investments and any income derived from them can go down as well as up as a result of market or currency movements and investors may not get back the original amount invested. Investing in emerging markets is generally considered to involve more risk than developed markets.

LGM is the centre of excellence for emerging market equities within BMO Global Asset Management. You can access LGM’s expertise through a range of actively managed strategies and funds including frontier, global emerging, responsible and smaller company options.

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BMO LGM Emerging Markets Fund

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Insights

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Multi-Asset
April 2020
The fiscal and monetary cavalry pulls out the bazookas The size of fiscal and monetary stimulus is significant and the speed at which it has been announced has been swift.
Market and Economic
March 2020
BMO Expert Perspectives: COVID-19 Economic and Social Impacts BMO Financial Group CEO Darryl White was joined by a diverse group of experts for a discussion on the economic and social impacts of the COVID-19 pandemic.
Responsible Investing
March 2020
ESG implications of the COVID-19 pandemic We are still in the early stages of understanding the impact that COVID-19 will have. However, some important implications are already emerging.
Responsible Investing
March 2020
Living wage in the retail sector The way we shop has changed radically over the past decade. The growth of low-cost online retailers has put unprecedented pressure on the margins of high street stores.
Multi-Asset
March 2020
Macro outlook in times of the coronavirus: This is not a 2008 song For investors, stomach-churning market drops and increasing recession fear in recent weeks due to COVID-19 are reviving memories of the 2008 financial crisis.
Multi-Asset
March 2020
March MAST Asset Allocation Outlook: Too Much "Corona" Spoils the Party While closely monitoring the evolution of COVID-19, our view that the economic damages from the virus will be largely transitory is intact.
Multi-Asset
March 2020
OPEC+ Disagreement Blows More Bad News for Risk Appetite In a surprising move, Saudi Arabia decided to flood the market by boosting oil production by 25% after failing to reach a deal with Russia to address the sudden drop in oil demand induced by the coronavirus.
Responsible Investing
March 2020
Gender diversity: A decade of progress, but it must continue Companies should increase the level of diversity at the board, management and all levels of the organization to ensure that they draw on the richest possible combination of competencies, experience and outlooks.
International and Global
March 2020
Is this the “Black Swan” event that stock markets fear? As “Black Swans” are, by definition, unpredictable, it cannot be ruled out - it is still early days.
Responsible Investing
February 2020
A new life for old coal power? As part of our 2020 climate-related engagement, we will tackle coal as it is the most carbon-intensive fossil fuel.
Multi-Asset
February 2020
COVID-19 pandemic fear creates speed bumps for stocks Investors were spooked this week with a surge in new cases of COVID-19 outside of China, most notably in South Korea and Italy, causing a sharp selloff in equity markets and a freefall in government bond yields.
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.
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.
International and Global
February 2020
Impeachment, coronavirus, brushfires...who would be in the forecasting business? January threw up more than its share of hurdles but, until the last week of the month, stock markets shrugged and just kept rolling along.
Fixed Income
January 2020
January 2020 Fixed Income Review A cocktail of unforeseen geopolitical headlines destabilised markets in January.
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.   
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