Episode 42 : 11/29/2017

Looking ahead: 2018 Five-Year Outlook

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Jon Adams

Senior Investment Strategist & Portfolio Manager
BMO Global Asset Management

Hosts:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Emily Larsen
Product Strategy Manager
BMO Global Asset Management

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Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

On November 21, 2017, BMO Global Asset Management released the 2018 Global Investment Forum: Five-Year Outlook, the final product of a two day forum held with a group of BMO’s international investment leaders and strategists and additional external speakers.

Jon Adams, CFA®, Senior Investment Strategist & Portfolio Manager at BMO Global Asset Management, attended and contributed to this year’s forum and outlook, held in Toronto. Jon joins the Better conversations. Better outcomes. podcast to discuss the importance of the forum, the three scenarios that could drive markets in the next five years and what each could mean for investors and portfolio positioning.

In this episode:

  • About the forum and why it’s important to create a global investment outlook
  • The three scenarios and their effect on portfolio positioning
  • What to look for in an interest rate surprise
  • Is the Phillips curve still relevant?
  • Indicators that might signal a more conservative approach

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