Jamie Jenkins provides an update on the BMO Responsible Global Equity Fund as it moves into its third decade. With the recent release of the fund’s fifth annual ESG Profile and Impact Report, which now takes into account both the positive and negative impacts on investee companies, Jamie will expand upon our multi-thematic framework and the opportunities ahead.
With experts suggesting that most countries have reached the limits of lockdown easing, the virus may seem to be winning. But a vaccine could be available soon. That would be a game changer. But market reaction may be complex. Steven Bell explores the likely outlook.
Europe and North Asia are gradually easing their respective lockdowns but the US is suffering a second wave. Despite political tensions coupled with fears of mass unemployment and bankruptcies, world markets are up over 40% from their lows.
Steven will track the likely evolution of global economy and corporate earnings to judge where markets are going to next.
We outline how ESG is embedded into our governance, stock selection and portfolio management, bringing theory to life with case studies. Exploring key ESG considerations through the lens of our diversified portfolios, we discuss direct interventions across different asset types, and varying ages and specifications of building.