Latest news with #InvestmentStrategyGroup
CNBC
28-05-2025
- Business
- CNBC
Vanguard's Joe Davis on how AI will transform the economy
Joe Davis, Vanguard global chief economist and global head of the Investment Strategy Group and 'Coming Into View' author, joins 'Squawk Box' to discuss how AI is transforming the economy, how investors can invest in the technology, and more.
Cision Canada
27-05-2025
- Business
- Cision Canada
BMO Launches Five New ETFs Leveraging Market Insights from BMO Capital Markets' Chief Investment Strategist Brian Belski Français
BMO's new Active ETFs offer a range of equity-based strategies for Investors TORONTO, May 27, 2025 /CNW/ - BMO Asset Management Inc., the manager of the BMO ETFs, today announced the launch of five new ETFs based on market insights from Brian Belski, Chief Investment Strategist and leader of the Investment Strategy Group at BMO Capital Markets. With more than 35 years of investment strategy and portfolio management experience on both Wall Street and Bay Street, Brian Belski is a well known and regular contributor to many financial news networks in North America. The new actively managed ETFs are designed to capture the Investment Strategy Group's views on fundamental themes, sectors, and industries within each model's investment criteria and discipline. "We're excited to leverage the strengths and expertise of our Investment Strategy Group and equity research team to give even more investors access to our long-standing discipline-driven investment process," said Brian Belski, Chief Investment Strategist, BMO Capital Markets Corp. "These new BMO ETFs will give investors more choices and the opportunity to invest in strategies that align with our longer-term market outlook for both Canada and the US." Name of BMO ETF Additional Information Series of Units Ticker Symbol BMO Canadian Core Plus US Balanced ETF BMO Canadian Core Plus US Balanced ETF seeks to provide a balance of income and long-term capital appreciation by investing, directly or indirectly, in Canadian and U.S. equity securities and debt instruments. CAD Units ZBCB BMO Canadian Equity Plus ETF BMO Canadian Equity Plus ETF seeks to provide long-term capital appreciation by investing, directly or indirectly, in equity securities of Canadian and, to a lesser extent, U.S. issuers. CAD Units ZBEC BMO US Large Cap Disciplined Value ETF BMO US Large Cap Disciplined Value ETF seeks to provide long-term capital appreciation by investing, directly or indirectly, in equity securities of issuers in the U.S. that exhibit value characteristics. CAD Units ZBVU BMO US Dividend Growth ETF BMO US Dividend Growth ETF seeks to provide income and long-term capital appreciation primarily by investing, directly or indirectly, in dividend-paying equity securities of issuers in the U.S with a focus on consistent dividends, yield and growth. The exposure that the portion of the BMO ETF's portfolio attributable to the Hedged Units has to foreign currencies will be hedged back to the Canadian dollar. CAD Units ZBDU Hedged Units ZBDU.F BMO US Equity Focused ETF BMO US Equity Focused ETF seeks to provide long-term capital appreciation by investing, directly or indirectly, in equity securities of issuers in the U.S. The exposure that the portion of the BMO ETF's portfolio attributable to the Hedged Units has to foreign currencies will be hedged back to the Canadian dollar. CAD Units ZBEU Hedged Units ZBEU.F Each of the new BMO ETFs has closed its initial offering of units and is listed and trading on Cboe Canada Inc. For more information, please visit Commissions, management fees and expenses all may be associated with investments in exchange traded funds. Please read the ETF Facts or the simplified prospectus of the BMO ETFs before investing. Exchange traded funds are not guaranteed, their values change frequently, and past performance may not be repeated. For a summary of the risks of an investment in the BMO ETFs, please see the specific risks set out in the simplified prospectus. Exchange-traded funds trade like stocks, fluctuate in market value and may trade at a discount to their net asset value, which may increase the risk of loss. Distributions are not guaranteed and are subject to change and/or elimination. BMO ETFs are managed by BMO Asset Management Inc., which is an investment fund manager and a portfolio manager, and a separate legal entity from Bank of Montreal. BMO Global Asset Management is a brand name under which BMO Asset Management Inc. and BMO Investments Inc. operate. "BMO (M-bar roundel symbol)" is a registered trademark of Bank of Montreal, used under licence. About BMO Financial Group BMO Financial Group is the eighth largest bank in North America by assets, with total assets of $1.5 trillion as of January 31, 2025. Serving customers for 200 years and counting, BMO is a diverse team of highly engaged employees providing a broad range of personal and commercial banking, wealth management, global markets and investment banking products and services to 13 million customers across Canada, the United States, and in select markets globally. Driven by a single purpose, to Boldly Grow the Good in business and life, BMO is committed to driving positive change in the world, and making progress for a thriving economy, sustainable future, and inclusive society.
Yahoo
21-05-2025
- Business
- Yahoo
Vanguard Releases New Book on Forces Shaping the Future Global Economy
Coming Into View: How AI and Other Megatrends Will Shape Your Investments VALLEY FORGE, Pa., May 21, 2025 /PRNewswire/ -- Vanguard today announced the release of a new book, Coming into View, that introduces a groundbreaking, quantitative method in assessing the impact of megatrends on the global economy. The book offers bold new perspectives on the effects of AI, deficits, and demographic shifts for investors, financial advisors, and business leaders. Author Joseph H. Davis, Ph D., Vanguard's Global Chief Economist and Global Head of Vanguard's Investment Strategy Group, also delves into strategies for optimizing portfolios to navigate these economic and market scenarios. "Coming Into View challenges the conventional belief of the U.S. economy held by economists, government, leading institutions and central banks," said Davis, Global Chief Economist and Global Head of Investment Strategy Group. "Whether the effects of artificial intelligence on productivity prevail, or fiscal deficits continue to dominate, there is an 80 percent likelihood our economic and financial future looks fundamentally different going forward." Coming Into View Based on decades of research from the Vanguard Investment Strategy Group, Coming Into View illustrates how the potential of artificial intelligence and technological progress could counteract the significant challenges posed by declining population growth, increasing geopolitical and trade tensions, and mounting national debt, ultimately reshaping the economy in ways that traditional thinking often fail to capture. "The U.S. economy's coming decade will be shaped by a tug-of-war between artificial intelligence (AI) and demographics-driven deficits," said Mr. Davis. "The victor—and its margin of victory—will determine the future for growth, inflation, interest rates, and the stock market." The book offers actionable insights for investors to help them make sense of the broad social and economic megatrends: Effective strategies for investors attempting to prepare for the most likely economic possibilities. New data and models to better quantify the impact of economic forces and uncover the risks of relying on consensus assumptions. Techniques to avoid common investment mistakes in times of economic change, such as doubling down on technology stocks, or avoiding certain types of investments. Guiding investing principles to help achieve greater financial returns, on a risk-adjusted basis. Coming into View is available for purchase online at all major retailers and will hit shelves May 28. The book comes on the heels of Vanguard's recent 50th anniversary. More information on Vanguard research and analysis on megatrends can be found here. Endorsements from Industry Leaders Jim Collins, author of Good to Great and co-author of Built to Last:"I enthusiastically welcome the arrival of Joseph Davis' marvelously insightful book. He extends the timeless wisdom of Jack Bogle into our new world that's being reshaped by AI and other transformative forces. We must adjust our investment thinking, yet we must also adhere to timeless fundamentals. Coming Into View delivers brilliantly on both, making it the back to the future investment book of our time." Azeem Azhar, Founder, Exponential View:"Joseph Davis masterfully reveals how the tug-of-war between AI and innovation and fiscal deficits will reshape our economic future. Drawing on centuries of data, Davis offers a nuanced view providing investors with scenarios that illuminate both risks and opportunities. This is essential reading for anyone seeking to understand – and profit from—the profound economic transformation already underway." Burton G. Malkiel, author of A Random Walk Down Wall Street:"In this engagingly written investment guide, Joseph Davis reminds us that while the status quo is unlikely to continue, no one can accurately predict the future. But current valuations and basic forces such as demography and technology suggest possible future scenarios on which investors can assign probabilities and align their portfolios for success whatever the future holds. Following the Davis advice can make all of us better investors." About Vanguard Founded in 1975, Vanguard is one of the world's leading investment management companies. The firm offers investments, advice, and retirement services to tens of millions of individual investors around the globe - directly, through workplace plans, and through financial intermediaries. Vanguard operates under a unique, investor-owned structure where Vanguard fund shareholders own the funds, which in turn own Vanguard. As such, Vanguard adheres to a simple purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success. For more information, visit All investing is subject to risk, including the possible loss of the money you invest. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Diversification does not ensure a profit or protect against a loss. Investments in bonds are subject to interest rate, credit, and inflation risk. Investments in stocks or bonds issued by non-U.S. companies are subject to risks including country/regional risk and currency risk. These risks are especially high in emerging markets. © 2025 The Vanguard Group, Inc. All rights reserved. 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