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BMO Global Asset Management Research Hub
Explore in-depth investment research and institutional insights provided by BMO Global Asset Management. This hub features 4 comprehensive reports covering essential topics including liquidity structures, CLO market dynamics, and portfolio diversification strategies.
4 reports available
How CLOs Are Reshaping Institutional Credit Allocations
This report explores how Collateralized Loan Obligations (CLOs), particularly through the ETF wrapper, are becoming essential for institutional portfolios seeking resilient, floating-rate income. It emphasizes the structural protections and historical lack of defaults in senior CLO tranches compared to traditional corporate credit.
Liquidity Without Compromise: Balancing Evergreen Structures
Wealth investors are increasingly adopting evergreen structures to access private markets, requiring a balance between return potential and operational liquidity management. Successful funds rely on globally diversified investor bases to mitigate redemption risks during market stress.
Disciplined Rebalancing: Addressing Today's Concentration Dilemma
BMO Global Asset Management explores the challenge of extreme concentration in U.S. mega-cap technology stocks and advocates for disciplined rebalancing and equal-weight strategies to maintain diversification.
Reconstructing Resilient Diversified Cash Flow
The report advocates for a shift from traditional fixed income toward Collateralized Loan Obligations (CLOs) and option-based strategies to generate resilient cash flow in a higher-for-longer interest rate environment.
All reports
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How CLOs Are Reshaping Institutional Credit Allocations
BMO Global Asset Management · May 28, 2026
Liquidity Without Compromise: Balancing Evergreen Structures
BMO Global Asset Management · May 28, 2026
Disciplined Rebalancing: Addressing Today's Concentration Dilemma
BMO Global Asset Management · May 28, 2026
Reconstructing Resilient Diversified Cash Flow
BMO Global Asset Management · May 11, 2026