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

Presented by

Robert Plant and Keith Balmer, BMO Multi-Asset Team

About this talk

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.

Related topics:

More from this channel

Upcoming talks (2)
On-demand talks (169)
Subscribers (14358)
Helping our clients meet their investment goals, while also building a more sustainable and secure future for us all. BMO Global Asset Management (EMEA) is part of Columbia Threadneedle Investments, a leading global asset management group.