Market Perspectives: In the News

Why fiscal policy matters for bond investors

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Fixed income investors are beginning to see how the handoff between monetary (the Fed) and fiscal policy (administration) is impacting the markets. Scott Kimball, Portfolio Manager, Taplin, Canida & Habacht, explains why fiscal policy matters for bond investors and what growth drivers investors should consider when positioning a bond portfolio. Scott explains the positioning of the BMO TCH Core Plus Bond Fund for the next 12-24 months and how the bottom-up process at TCH uncovers opportunities – that is, attractive yield for a given level of risk – during times of volatility.

Bloomberg Radio
April 20, 2017

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More from TCH:
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Podcast: Alexa, invest in fixed income
April 2017 Fixed Income Market Update

Disclosure:

You should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. For a prospectus, which contains this and other information about the BMO Funds, call 1-800-236-3863. Please read it carefully before investing.

This is not intended to serve as a complete analysis of every material fact regarding any company, industry or security. The opinions expressed here reflect our judgment at this date and are subject to change. Taplin, Canida & Habacht, LLC is a registered investment adviser and a wholly-owned subsidiary of BMO Asset Management Corp., which is a subsidiary of BMO Financial Corp. BMO Global Asset Management is the brand name for various affiliated entities of BMO Financial Group that provide investment management, 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 is a service mark of Bank of Montreal (BMO).

Past performance is not necessarily a guide to future performance. Keep in mind that as interest rates rise, prices for bonds with fixed interest rates may fall. This may have an adverse effect on a Fund’s portfolio.

Taplin, Canida & Habacht, LLC is a registered investment adviser and a wholly owned subsidiary of BMO Asset Management Corp., which is a subsidiary of BMO Financial Corp. BMO Global Asset Management is the brand name for various affiliated entities of BMO Financial Group that provide investment management 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 is a service mark of Bank of Montreal (BMO).

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