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Corporate earnings, higher inflation, Central bank reactions: the need to know

Is market optimism on earnings overdone? Would it be wise for multi-asset investors to start adjusting their portfolios for potentially higher longer-term inflation? Robert Plant and Keith Balmer run through the risks for markets over the second half of 2021, and how investors can actively navigate them in their multi-asset portfolios. Plus a review of portfolio performance over the last 6 months and current positioning.
Recorded Jul 13 2021 34 mins
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Presented by
Robert Plant and Keith Balmer, BMO Multi-Asset Team
Presentation preview: Corporate earnings, higher inflation, Central bank reactions: the need to know

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BMO Global Asset Management (formerly F&C Investments) is a worldwide investment manager and is part of BMO Financial Group, founded in 1817 as the Bank of Montreal.

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  • Title: Corporate earnings, higher inflation, Central bank reactions: the need to know
  • Live at: Jul 13 2021 10:00 am
  • Presented by: Robert Plant and Keith Balmer, BMO Multi-Asset Team
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