Morgane Delledonne reviews the current market conditions and the ETF strategies that can be employed to improve portfolio outcomes, including; managing duration in a rising interest rate environment, achieving superior yields through quality screening and harvesting high option premiums, whilst dampening portfolio volatility.
Join, Rob Burdett, Co-Head of the BMO Multi-Manager team, and Kelly Prior, Investment Manager, as they review the first quarter of the year and look ahead to Q2. In addition to the usual updates, the team will discuss the outlook for income investing in 2018.
Nick Henderson, Portfolio Manager, Responsible Global Equities
Gone are the days of simplistic negative screens for ethical investing, as new investor demographics demand a greater scrutiny on the role companies play in society and how this can drive enhanced returns. Nick will explore how the Responsible Global Equity strategy fully incorporates Environmental, Social and Governance (ESG) risks and opportunities all the way through the investment process.
Paul Simons, Head of Portfolio Management, Pyrford International
Asia-Pacific forms a key region for the Pyrford Global Total Return strategy. In this update, Paul Simons provides a summary overview of the region, why Pyrford are positive about its prospects and some examples of opportunities in which they are investing.
Anthony Willis, Investment Manager and Scott Spencer, Investment Manager
After reflecting on 2017 we’ll cast our eyes towards 2018, exploring some of the likely themes for economies and markets, highlighting how our portfolios are positioned and explaining why we think 2018 could be a great year for active managers.
Investor obligations do not end at the point where investment decisions are made. We use in-depth engagement dialogue to encourage investee companies to improve performance and move towards best practice in the management of ESG issues. Matthias Beer, Associate Director in BMO Global Asset Management’s Governance and Sustainable Investment Team will explain how active engagement forms part of a comprehensive responsible investment strategy and will show case studies illustrating its potential and limitations.
Marcus Phayre-Mudge, Head of Property Equities Team
Property is a valid diversifier, with income driving good long-term return prospects. Marcus Phayre-Mudge will provide an update on his view of the opportunities for property REITs and bricks and mortar; he will explain how taking a blended approach of both could provide the answer to your property puzzle.
Terry Wood, Head of ETF Portfolio Management (EMEA) & Chris McHaney, Vice President, Portfolio Manager
Chris McHaney introduces our new ETF strategy through the lens of a Canadian portfolio manager. Terry Wood will then discuss the launch of our new BMO Enhanced Income Equity ETFs and how they maximise yield and reduce volatility.