Institutional Insights

There’s no question that a lot of positive news has been priced into the valuations and earnings expectations for some of the top names—but that doesn’t mean investors should head for the hills.

After two years of runaway inflation and rising interest rates, markets are on the brink of yet another factor rotation. To guide institutional investors through the transition, Lu Lin, Head, Quantitative Investments and Strategic Optimization at BMO Global Asset Management, explores the outlook and opportunities for low volatility strategies.

As liquidity tensions linger between Limited Partners and General Partners, Adam Horwath, Partner, Co-Head Portfolio Management, Senior Member of Management at Partners Group, offers insight into the current state of the four major sub-asset classes of private markets and the advantages of an evergreen strategy.

Gold prices reached record highs in early 2024 on the back of increasing central bank demand for the precious metal. As questions about de-dollarization and government debt potentially threaten the U.S. dollar, Hoa Hong, Portfolio Manager, Resources with BMO GAM’s Global Equity Team, traces the evolution of gold as an asset class, evaluating key risks and examining its strategic role in institutional portfolios.

Should institutional investors dedicate the time and effort required to create bespoke Responsible Investing (RI) or ESG portfolios to achieve their mandates, or is there a better solution?

Markets are continuing to show strength, but there are reasons to exercise some caution.