Institutional Insights

Stay informed with fresh insights and informed perspectives, explore new trends in responsible investing, and much more.

Articles

Filter by authors
All
Filter by categories
All
Publish from date
Publish to date
No posts matching your criteria
Commentary
August 27, 2024

Is low volatility ripe for recovery?

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.
Commentary
August 27, 2024

Private markets: A mid-year review

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.
Commentary
August 27, 2024

A paradigm shift in gold

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.
Responsible Investment
August 22, 2024

Responsible Investing: The promise and perils of customized 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?
House view
August 19, 2024

Only fools rush in (or out): Caution calls for a rotation, not exit

Markets are continuing to show strength, but there are reasons to exercise some caution.
House view
July 17, 2024

Politics and profits: Finding wins in an election year

The bad news is that the economic environment is worse than it was one year ago. The good news is that it is still in a pretty strong position and we’re not seeing any signs in the marketplace worrisome enough to warrant taking significant risk off the table.
Load More