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Active Fixed Income
Generating Superior Returns
in a Low Yield Environment
Thursday, November 26, 2020
1:00 – 1:30pm ET
Active Fixed Income
Generating Superior Returns
in a Low Yield Environment

Join BMO Global Asset Management as we discuss the current state of Fixed Income, and the most-effective strategies for including fixed income within portfolios.

  • In which environment does each strategy provide the greatest returns?
  • How BMO uses active management techniques to add value from market anomalies.
  • How BMO’s strategies can be used to enhance your portfolio asset allocation.

This session includes special guest Andrew Osterback, CFA, Director, and Portfolio Manager for BMO. The session will be moderated by Mark Raes, Head Of Product for BMO Global Asset Management.

featured speaker
Andrew Osterback, CFA
Director, Portfolio Manager,
Fixed Income – Canada

Andrew joined BMO Asset Management Inc.’s active fixed income team as a portfolio manager in 2005, and has over 21 years of experience in managing fixed income portfolios. Andrew oversees portfolios with an emphasis on the interest anticipation aspects of government bond sectors. Prior to joining BMO AM, he managed a mix of mutual funds, pooled assets, and segregated private client portfolios for a major institutional investor. Andrew holds an Honours Bachelor of Commerce degree from the University of Windsor, a Bachelor of Arts degree (Economics) from the University of Western Ontario and received his CFA designation in 1999.

Moderator
Mark Raes, CFA
Managing Director,
Head of Product

Mark Raes is MD, Head of Product covering ETFs, mutual funds, and pooled products at BMO Global Asset Management. Mark is responsible for product analysis, new launches, supporting distribution activities and identifying investor opportunities. Mark supports BMO ETFs globally. He previously was an ETF portfolio manager focused on fixed income and derivatives. Mark holds a HBBA from Wilfrid Laurier University, and a MBA from York University. He has also received his CFA designation.

Questions for Our Experts?

Please click the button below to submit your questions for our expert panel.

BMO Global Asset Management is a brand name that comprises BMO Asset Management Inc., BMO Investments Inc., and BMO’s specialized investment management firms. BMO Mutual Funds are offered by BMO Investments Inc., a financial services firm and separate entity from Bank of Montreal. BMO ETFs are managed and administered by BMO Asset Management Inc., an investment fund manager and portfolio manager and separate legal entity from Bank of Montreal. Commissions, management fees and expenses may be associated with investments in mutual funds and exchange traded funds (ETFs). Trailing commissions may be associated with investments in mutual funds. Please read the fund facts or prospectus before investing. Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated.

Commissions, trailing commissions, management fees and expenses may be associated with mutual fund investments. Please read the fund facts or prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

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