Market and Economic

Gameplan: 3 U.S. election scenarios and strategies

On the eve of the U.S. Presidential election, many institutional asset managers are searching for answers to critical questions, such as: Who will win the White House? Will Congress remain divided? What does the future of U.S. economic policy look like? To this end, Chicago-based investment strategist Jon Adams offers three statistically viable scenarios – a lonely Biden victory, Democratic sweep and preservation of status quo – with matching sector allocations to help brace your portfolios for any eventuality.
Responsible Investing

Under the ESG hood in 4 asset classes

Responsible investing (RI) has evolved tremendously over the past decade, moving beyond a stylish trend to represent a material structural change. Institutional investors worldwide are making more thoughtful decisions about capital allocation and investment managers have responded by adopting environmental, social and governance (ESG) practices into their fundamental processes. What does this integration look like across the various asset classes? In this issue of IQ, we’ve conducted a roundtable discussion where portfolio managers and representatives from BMO Global Asset Management’s full suite of strategies share their perspective: Jennifer So, Fundamental Canadian Equities; David Corris, Disciplined Equity; Adam Phillips, U.S. Fixed Income; and Angus Henderson, BMO Real Estate Partners.
Fixed Income

No clear sailing for fixed income

As a former director at Ontario Teachers’ Pension Plan, Earl Davis, the new Head of Fixed Income & Money Markets, BMO Global Asset Management, shares his unique views on the current opportunity set in the bond market, having had front row seats to the global macro environment and the firsthand impact on institutions for the past 15 years.

News and Insights


Reset All Filters Reset all filters


Reset All Filters Reset all filters

Sort by

Upload Date

Date Range

Reset All Filters Reset all filters
No posts matching your criteria
August 2020

ETF Mid-Year Market Review & Outlook

ETFs experience record flows, provide liquidity when investors need it


Let us contact you

Have a representative contact you at your convenience

Subscribe to our Insights

Access the latest insights, research and trends