Multi-Asset

BMO’s multi-asset capabilities and funds are designed around helping investors meet their long-term investment goals. Our teams work to achieve the right balance between managing risks and grasping opportunities – both elements are important as we work to deliver the outcomes our clients seek.

The principle of diversification is a powerful one and each of our portfolios is made up of a blend of different asset types. Active management is key and strategic and tactical asset allocation as well as the selection of individual portfolio components all play a role.

Our multi-asset range includes risk-managed options providing scope for clear alignment with individual risk profiles as well as funds seeking to provide above inflation total returns.

 

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.

 
 
 
 

Our flagship strategy aims to deliver cash plus 4% pa over the medium term with a distinct focus on managing downside risk.

 

Our approach offers investors the simplicity of a single strategy, incorporating asset allocation and diversification for a best practice solution for your growth assets.

 

There is no guarantee that the strategy’s aim will be achieved and capital is at risk.

How the strategy is run

Allocating to both traditional assets and alternatives allows the multi-asset team to access a wide range of return drivers. This gives two benefits:

 

  1. By reducing the reliance on a small number of asset classes it gives us greater opportunity to deliver consistent returns through time.
  2. As assets are lowly correlated the volatility of portfolio returns is also reduced. This means that our investors can have greater peace of mind.

Multi-Asset Insights

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5 min read

Five factors to fear?

While many balanced investors are understandably worried about low returns becoming the ‘new normal’, we believe that allocating smartly can more than offset the drag that structural challenges could exert on portfolios.

6 min read

Recovery by 2022? It's fiscally possible

With the rapidly changing macro outlook presenting important thematic ideas, BMO’s global multi-asset team is holding a series of virtual mini-forums on key topics.

5 min read

Oil ain’t worth a dime anymore

The Global Financial Crisis gave us negative interest rates, and COVID has given us negative oil prices.

3 min read

Global market update – 24th April 2020

Paul Niven – of our Multi-Asset team – offers an update on market events.

2 min read

Market Update – Coronavirus

Paul Niven gives an update on coronavirus and its effect on equity markets.

6 min read

Global Perspectives - February 2020

Global equities – where to from here?

6 min read

Global Perspectives

Our chief economist Steven Bell assesses the prospects for economies and markets in 2020.

2 min read

Pyrford Perspectives: the US Fed funds rate

The Fed recently lowered its benchmark funds rate again.

2 min read

Pyrford Perspectives: Brexit here, civil unrest elsewhere

October saw civil unrest erupt in many parts of the world, while Brexit rumbled on closer to home.

2 min read

Pyrford Perspectives: lower global growth forecasts

The IMF lowered global growth forecasts again during its October update.

2 min read

Pyrford Perspectives: tariff tensions and rate reductions

Tariff tensions increased in August, while President Donald Trump lambasted the Federal Reserve with some extraordinary comments.

3 min

Global Perspectives - July 2019

The global economy has now entered the longest expansionary phase on record and yet we believe that there is still further to go.

2 min read

Corporate US – health check

The team at Pyrford look beyond the economic headlines and assess whether current profit levels can be maintained.

2 min read

The Madness of the Modern Monetary Theory

The team at Pyrford examine fiscal policies adopted by countries to boost economic growth.

4 min read

Market perspectives

Paul Niven discusses the state of the world economy and assesses the prospects for markets from here.

4 min read

Superyachts and global economics

We explain how browsing the pages of Boat International gives us an insight on the global economy.

4 min read

Recession?

Is a recession on the cards? We examine some of the warning signals.

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