The Case for Investing in U.S. Equities, with Brian Belski and BMO Global Asset Management
Description
U.S. equity is often viewed as the powerhouse of long-term potential for capital growth, but in recent years, we've seen a fair share of volatility across the market. In this episode of Frontier of Finance, James explores U.S. equities and the strategy behind the asset class. To inform the discussion, he sits down with Brian Belski, Chief Investment Strategist and Managing Director at BMO Capital Markets. With more than 30 years of investment industry experience, Brian has held top strategist positions at firms like Oppenheimer & Co., Merrill Lynch and Piper Jaffray. Brian shares his perspective on a variety of topics including the impact of the pandemic and the war in Ukraine on the market, and why it's important for Canadian investors to consider U.S. equities in their overall investment strategies. He breaks down the main features of BMO’s recently launched U.S. All Cap Equity Fund and the seven-year-old BMO U.S. Equity Plus Fund. Learn more about the BMO U.S. All Cap Equity Fund: https://www.bmo.com/main/personal/investments/mutual-funds/growth/bmo-us-all-cap-equity-fund-series-a/ Learn more about the BMO U.S. Equity Plus Fund:https://www.bmo.com/main/personal/investments/mutual-funds/growth/bmo-us-equity-plus/
Any statement that necessarily depends on future events may be a forward-looking statement. Forward-looking statements are not guarantees of performance. They involve risks, uncertainties and assumptions. Although such statements are based on assumptions that are believed to be reasonable, there can be no assurance that actual results will not differ materially from expectations. Investors are cautioned not to rely unduly on any forward-looking statements. In connection with any forward-looking statements, investors should carefully consider the areas of risk described in the most recent simplified prospectus. This communication is intended for information purposes only. This update has been prepared by Brian Belski, the portfolio manager of the BMO U.S. All Cap Equity Fund and BMO U.S. Equity Plus Fund and represents their assessment at the time of publication. The comments contained do not necessarily represent the views of BMO Global Asset Management. The views are subject to change without notice as markets change over time. The information contained herein is not, and should not be construed as, investment advice to any party. Investments should be evaluated relative to the individual’s investment objectives and professional advice should be obtained with respect to any circumstance. Commissions, trailing commissions (if applicable), management fees and expenses all may be associated with mutual fund investments. Please read the fund facts or prospectus of the relevant mutual fund before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Distributions are not guaranteed and are subject to change and/or elimination. For a summary of the risks of an investment in BMO Mutual Funds, please see the specific risks set out in the prospectus.
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