Video Investment Commentary from BMO – May 2021

Craig Hendry

Craig Hendry

Managing Director & Chartered Financial Planner

01 June 2021

Paul Green, fund manager on the BMO MM Lifestyle Funds talks us through the changing market conditions that have continued in the first part of 2021. 

Inflation remains a talking point, and Paul discusses the team view on this and importantly how this is reflected in the portfolio of your BMO MM Lifestyle Fund.  BMO maintain a cautiously optimistic viewpoint, and have seen portfolios perform well following the vaccine roll out and as economies begin to reopen. 

Paul will talk through some of the changes BMO have made to the portfolio to enhance future opportunities, and also discuss what funds have been contributing to their performance in the first few months of 2021.

The Johnston Carmichael Wealth team is here to support you. If you have any questions about your investments or other financial matters, please do not hesitate to contact me, Craig Hendry, or your usual Johnston Carmichael Wealth Financial Planner.


Disclaimer: Johnston Carmichael Wealth Limited is authorised and regulated by the Financial Conduct Authority.

This communication is intended to provide a general review of certain topics and its purpose is to inform but not to recommend or support any specific investment or course of action.

Figures refer to the past and past performance is not a reliable indicator of future results. The value of your investments and any income from them can go down as well as up and you may not get back the original amount invested.

The views and opinions expressed in the video are those of BMO and should not be considered to be a recommendation or solicitation to buy or sell any investments or funds mentioned.

Want to know more?

Just fill in our short form and one of our experts will get back to you shortly.