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BMO Global Asset Management Panel Provides 3-5 Year Investment Outlook on Media Briefing Call

- Panelists included some of the firm's top investing experts from around the world

- Comments made during the call were based on a just-released report, Secular Outlook 2014-2019

CHICAGO, ILLINOIS--(Marketwired - Feb. 21, 2014) - BMO Global Asset Management yesterday hosted an investment outlook call for media which featured some of the firm's top experts from around the world. During the call, the panelists discussed the firm's 3-5 year investment outlook.

The participating BMO experts and the topics they addressed included:

  • Barry McInerney, Co-CEO, BMO Global Asset Management (moderator) - firm highlights and an overview of significant industry trends.
  • Craig Rawlins, CIO, BMO Asset Management U.S. - BMO's focus on multi-asset solutions and the structure of its investment team.
  • Sandy Lincoln, Chief Market Strategist, BMO Asset Management U.S. - three distinct macroeconomic scenarios identified by the firm's investment team.
  • Tony Cousins, Chief Executive & Chief Investment Officer, Pyrford International - developed international markets, equity and fixed income.
  • Scott Kimball, Portfolio Manager, Taplin, Canida and Habacht, LLC - fixed income markets, developed and emerging.
  • Robert Lloyd George, Investment Chairman, Lloyd George Management - equity markets, emerging and frontier.

"This panel brought together some of our foremost experts and strategists within BMO Global Asset Management, who provided insights on the unique investing approaches we offer across our firm," said Mr. McInerney. "Much of what took place on this call was rooted in the discussions our leadership team had at our first Global Investing Forum at the end of 2013. The result of that event - and what is highlighted in our new report - is a detailed map of what our clients might expect for their investments in the coming years as the global landscape continues to change."

The comments during the call were largely centered on findings from a new report, "Secular Outlook 2014-2019." This report outlines three distinct macroeconomic scenarios identified by BMO Global Asset Management - each with its own probability - and its own set of investment implications:

  • The West Rides Again - growth in the U.S. accelerates from its current slow pace and reaches "normal" levels. Meanwhile, Europe grows slowly as it emerges from the recent recession, while continuing to wrestle with internal challenges.
  • Synchronized Growth - Europe and Japan strengthen along with the U.S., following the tendency of expansive fiscal and monetary policies to produce positive results.
  • Broken China - rapid deceleration in Chinese growth is the catalyst of a renewed recession in Europe and Japan, and a near-recession in the United States.

To arrange an interview with one of the panelists or to obtain a copy of the report, please contact Seuk Kim at skim@sunstarstrategic.com.

For more information on BMO Global Asset Management, visit www.bmogam.com.

About BMO Global Asset Management

BMO Global Asset Management is a global investment manager with more than $132 billion in assets under management, including discretionary and non-discretionary assets under management, and more than $162 billion in assets under administration as of October 31, 2013.

Our two multi-disciplined teams are based in Toronto and Chicago/Milwaukee, and our network of world-class boutique managers is strategically located across the globe. They include Monegy, Inc., Pyrford International Ltd., Lloyd George Management and Taplin, Canida & Habacht, LLC. BMO Global Asset Management delivers service excellence from offices throughout North America, and in London, Abu Dhabi, Mumbai, Beijing, Shanghai, Hong Kong, Melbourne and Sydney. Our approach has led us to be recognized by Pension & Investments as one of the world's largest 100 asset managers based on combined assets under management as of December 31, 2012.

We are a part of BMO Financial Group (NYSE:BMO), a fully diversified financial services organization with C$537 billion total assets and more than 45,500 employees as of October 31, 2013.

Disclosures

BMO Global Asset Management is the brand name for various affiliated entities of BMO Financial Group that provide investment management, retirement, and trust and custody services. Certain of the products and services offered under the brand name BMO Global Asset Management are designed specifically for various categories of investors in a number of different countries and regions and may not be available to all investors. Products and services are only offered to such investors in those countries and regions in accordance with applicable laws and regulations. BMO Financial Group (NYSE: BMO), is a service mark of Bank of Montreal (BMO).

All investments involve risk, including the possible loss of principal.

Investment products are: Not FDIC Insured / No Bank Guarantee / May Lose Value

©2013 BMO Financial Corp.

For further information:
Media Contact:
Nini Krishnappa
416-867-3996
nini.krishnappa@bmo.com