Managing bond portfolios can be resource consuming for multi-family offices and investment counselling firms. The extensive time and energy devoted to security selection and trading may not provide proportionate benefits, and the time investment may be disproportionate to the returns.
Seasonal spending habits exhibit a pattern which can be taken advantage of by implementing a simple rotational trading strategy. In this issue of VAULT, Mark Webster, Director, Institutional & Advisory and Vishal Bhatia, Director and Portfolio Manager show how it is possible to easily implement a disciplined seasonal sector rotational strategy which captures instinctive human behaviours in an investment thesis.
Fiduciaries have complex and often challenging considerations around Environmental, Social & Governance (ESG), Responsible Investing (RI) and investment mandates. To help ease the burden of due diligence, Mark Webster, Director, Institutional & Advisory, BMO ETFs, explores index-based approaches to RI and ESG.
Interest in Alternative investments has raised considerably in the last few years. In this issue of THE VAULT, Mark Webster, Director, Institutional & Advisory, discusses how paltry yield from traditional safe haven bonds, and the spectre that those bonds may decline in price when interest rates rise, has driven investors to examine the diversification and yield benefits in Alternative investments.
One of the most respected truisms is that people and their organizations must adapt, or they will fall behind.
The seventeenth century laid the foundation for the modern world. Using observations and consistent methods, Sir Isaac Newton explained gravity and the earth’s rotation around the sun, establishing a new world view which remains unchallenged today. It is easy to take Newton’s achievements for granted, but he presented new ways to see the world and a cohesive framework to explain how things worked. Newton’s numeric proofs provided order, an important consideration at a time when questioning scripture caused chaos.