‘ BMO ’

Reconsidering risk and reward: the case for high yield bonds in volatile times

Aug 12th, 2019 | By
Terry Wood, Head of ETF Portfolio Management, EMEA at BMO Global Asset Management.

By Terry Wood, Head of ETF Portfolio Management, EMEA at BMO Global Asset Management.

As a substitute risk-on asset class, over the longer term, global high yield bonds have provided equity-like returns with lower volatility than equities, especially when currency hedging is considered.


ETFs to be included in IA fund sectors from 2020

May 23rd, 2019 | By
London UK ETFs

The Investment Association (IA), the trade body representing UK fund managers, has given the green light for ETFs to be added to its fund sectors from Q1 2020. The IA sectors provide a way of dividing the more than 3500 funds on sale in the UK into broad groups to aid comparison of similar funds. Galina Dimitrova, Director of Investment and Capital Markets at the IA, said, “We want to ensure that the IA sectors reflect the full range of products the asset management industry has to offer…ETFs are a growing part of this market and their inclusion in the sectors will enable consumers to compare across a wider variety of products.”


Managing volatility remains key in 2019, says BMO GAM

Mar 5th, 2019 | By
Morgane Delledonne, ETF Investment Strategist at BMO Global Asset Management

De-risking in an effort to reduce the volatility drag on portfolios remains a key ETF investment strategy for 2019, according to Morgane Delledonne, ETF Investment Strategist at BMO Global Asset Management. Delledonne notes that a deceleration in global economic growth and continued political and economic instability in Europe will increase the need for defensive ETFs such as those providing exposure to high-income equities and high-quality credit.


BMO expands line-up with seven new ETFs

Feb 15th, 2019 | By
BMO expands line-up with seven new ETFs

BMO Asset Management has launched seven new ETFs on Toronto Stock Exchange. The new funds include three asset allocation ETFs which invest in other BMO equity and fixed income ETFs to provide globally diversified portfolios. The other four ETFs provide exposure to different segments of the US equity and fixed income markets.


Harvest Portfolios launches global gold mining ETF on TSX

Jan 15th, 2019 | By
Michael Kovacs, President and CEO of Harvest Portfolios Group

Harvest Portfolios has launched the Harvest Global Gold Giants Index ETF (HGGG CN) on the Toronto Stock Exchange, providing exposure to large-cap gold mining stocks from issuers globally. Michael Kovacs, President and CEO of Harvest Portfolios, commented, “HGGG will invest in the largest global gold producers to benefit from margin expansion as gold prices increase. We believe these companies are profitable at current gold prices and have positive earnings and price correlation as the metal rises in value.”


BMO launches high-conviction equity ETFs on TSX

Dec 13th, 2018 | By
Mark Raes, Head of Product Management Canada, BMO Global Asset Management

BMO Investments has launched two actively managed, high-conviction equity ETFs on Toronto Stock Exchange. The BMO SIA Focused Canadian Equity ETF (ZFC CN) and BMO SIA Focused North American Equity ETF (ZFN CN) provide exposure to concentrated portfolios of Canadian and North American stocks, respectively. “High-conviction portfolios – concentrated in fewer stocks than traditional funds – are increasingly in demand,” said Mark Raes, Head of Product Management Canada, BMO Global Asset Management. “We are committed to meeting the needs of advisors for their clients.”


BMO ETFs: How investors can reduce volatility drags on long-term returns

Nov 5th, 2018 | By
Morgane Delledonne, ETF Investment Strategist at BMO Global Asset Management

By Morgane Delledonne, ETF Investment Strategist at BMO Global Asset Management.

Developed markets ETFs have recorded the largest global net outflows month-to-date, while relatively cheaper emerging market assets gathered net inflows. Market corrections are likely to become more frequent in the late-cycle phase, and volatility could erode long-term returns.


Emerging market ETFs offer value, says BMO GAM’s Morgane Delledonne

Oct 9th, 2018 | By
Morgane Delledonne, ETF Investment Strategist at BMO Global Asset Management

ETFs providing exposure to emerging market (EM) equities may offer a buying opportunity for value-seeking investors following the asset class’s sell-off earlier in the year, according to BMO Global Asset Management’s Morgane Delledonne.


‘Free’ asset allocation models threaten third-party strategists, finds Cerulli

Sep 28th, 2018 | By
Tom O’Shea, Director at Cerulli.

The emergence of free asset allocation models, subsidized by expense ratios of proprietary funds, are threatening to disrupt third-party strategists, according to a report authored by Tom O’Shea, Director at Cerulli Associates.


BMO cuts fees on LSE-listed corporate bond and equity income ETFs

Sep 3rd, 2018 | By
Kevin Gopaul, head of BMO Global Asset Management Canada.

BMO Global Asset Management has reduced the fees on a number of its London Stock Exchange listed corporate bond and equity income ETFs. Kevin Gopaul, Head of Quantitative Strategies & ETFs at BMO Global Asset Management, commented, “As our ETF business has continued to grow globally, we have been able to build economies of scale, which means we are now in a position to pass even further cost savings onto our clients.”