Private Equity

Equity

BMO Global Asset Management’s private equity business (‘BMO PE’), has over £1 billion of assets under management and has been investing continuously in private equity for more than 20 years. Through its well-established and deep professional network the BMO PE team has a proven ability to identify and access strong performing prime managers across a range of private equity strategies via fund investments (primaries and secondaries) and co-investments (aka direct investments).  BMO PE’s investors benefit from the team’s top quartile track record, specialist industry knowledge, market research, investment access, disciplined and proven investment approach as well as BMO PE’s focus on long-term positive investor relations. Furthermore, the investors in BMO PE managed funds and segregated mandates are relieved of the costly and time consuming exercise of directly monitoring investments and fulfilling reporting requirements, which are performed on a transparent basis on their behalf by BMO PE. BMO PE is able to cater to the investment needs of a variety of investor types from a number of different countries, including government pension funds, institutional pension funds, insurance companies, endowments, private banks, family offices and individuals.

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. Past performance should not be seen as an indication of future performance.

Insights

Multi-Asset
economic uncertainty
June 2022

June Monthly Market Commentary: The Economy to Face Increasing Chill, not a Hurricane

Expectations for Fed and Bank of Canada (BoC) tightening continue to firm up as monetary stimulus is getting removed at a quick pace to lean against excessive inflationary pressures. Rising rates should weigh on the growth outlook and equity valuation, but we do not expect a recession over the next 6 to 9 months.
Multi-Asset
economic uncertainty
May 2022

May Monthly MAST Commentary: Rising commodity prices continue to support the inflation outlook while supply-chains are still exposed to disruptions

Monetary stimulus from the U.S. Federal Reserve (the “Fed”) and Bank of Canada (BoC) is getting removed at a quick pace to lean against excessive inflationary pressures. Rising rates should weigh on the growth outlook and equity valuation, but we do not expect a recession over the next 12 months.
Multi-Asset
economic uncertainty
April 2022

April Monthly MAST Commentary: Fear of War is Coming Down, but Fear Over the Fed’s Soft-landing is Rising

The conflict in Ukraine keeps on raging, but fear of an escalation has come down. However, the impact on commodity prices will continue as prices remain elevated and long-term supply remains an issue, most notably for Europe and other commodity importing countries.
April 2022

Value Hunting: The Return of Cautious Optimism

With macroeconomic data telling two different stories—one of low unemployment and robust earnings, another of high inflation and rising interest rates—Luke Casey of Pyrford International provides an inside look at the investing factor that’s making a surprise comeback: Value.
April 2022

A Portfolio Manager’s Guide to War and Conflict

With Russia’s recent invasion of Ukraine, institutional investors are once again questioning the historical relationship between war and capital markets.
April 2022

Riding the $100T Renewables Infrastructure Wave

Joe Idaszak, Portfolio Manager, Brookfield Public Securities Group (PSG) offers his take on why institutional investors interested in the “E” of ESG should consider investing in the one specific area with $100 trillion of global investments expected by 2050: renewables infrastructure.
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