Conversations are at the heart of an advisor/client relationship. Advisors who focus on enhancing their client conversations – that is, tackling the challenges at the intersection of money and emotions – will ensure a better outcome for both their clients and their practice.
With the dynamics of the bond market constantly changing, your client conversations likely revolve around income needs or portfolio growth in the face of volatility and uncertainty. Hear from BMO's U.S. Fixed Income team on why income and diversification don't have to suffer in today's environment.
Portfolio ideas
The BMO TCH Core Plus Bond Fund offers broad fixed income exposure with the additional opportunity to diversify into riskier assets that offer more attractive yields. Download this conversation guide to show your clients how a core plus bond fund could address their most pressing concerns.
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Hear from the portfolio managers
Janelle Woodward and Scott Kimball discuss key themes in the fixed income markets and the important conversation points you can use in your next client conversation.
Janelle Woodward
Global Co-Head of Income
Head of BMO Fixed Income in Miami
Alexa, invest in fixed income
Before you blindly follow a fixed income index with an ETF or passive fund, take into account make-up of the index and associated risks.
Scott Kimball
Senior Portfolio Manager
Fixed income: the way forward
In today's prolonged low interest rate environment, learn how you can better understand your clients' income needs and build a portfolio than will satisfy the need for yield.
BMO TCH Core Plus Bond Fund
Overall Morningstar Rating® among 847 Intermediate-Term Bond Funds as of 12/31/17 (Class I)
- Diversified sources of alpha
- Nimble with a singular focus
- Transparent portfolio construction