A look into the methodology that drives BMO Global Asset Management’s quantitative team mandates — a disciplined core process working in lockstep with strategy-specific constraints to produced a set of robust, proven strategies.
Stubborn inflation, geopolitical fragmentation and rising climate risks are coalescing to form a new paradigm for asset allocators. A broad exposure to the building blocks of the economy provides both protection, and potential.
Strong markets may have pushed portfolio returns ahead of schedule. Long-short, low-beta, and options-based strategies offer ways to protect gains, reduce risk, and remain allocated — without sacrificing long-term objectives.
A review of historical episodes of market and economic uncertainty underscores the powerful diversification benefits that Gold offers to Canadian investors…
As the data show, using short positions can lower equity correlations…
Analyzing the historical track record of key composite leading indicators provides an understanding of where we are in the current cycle, and contextualizes the expected performance of various areas of the economy.
With inflation running hot, investment counselors and family offices may want to re-assess their portfolio’s factor tilts. To this end, Erika Toth, Director, Institutional & Advisory, BMO ETFs, offers insights into how factors perform across different interest rate regimes and market cycles.
Views on the fiduciary responsibility to re-think your bond exposure, screen for ESG risks and overcome the obstacles to implementation.