An outlook of increasing volatility and potential economic slowdown makes the case for a defensive approach to equities. With income from traditional sources still difficult to come by, and higher yielding strategies carrying risk, we discuss an approach to achieving higher income with comparatively low risk through the use of covered calls within an ETF structure.
Although we are late in the business cycle, income still remains crucial. With office rents rising everywhere but London, and the impact of Brexit along with the devaluation of sterling, this should not always be viewed as a negative as it can attract global investors. Marcus Phayre-Mudge will discuss the dynamic shifts in the retail space, the winners and the losers, as well as the rise in alternatives, such as investment in self-storage, budget hotels and student accommodation.
Join Paul Green and Scott Spencer on 11 October 2018 as they discuss their findings following research trips in both Japan and New York. In addition to the usual updates, the team will also reflect on the previous quarter and consider what might lie ahead for markets in the final three months of the year.
The outlook of a faster convergence of the US economy towards full capacity, ongoing trade disputes and persistent geopolitical risks makes the case for a gradual rotation towards defensive strategies. Morgane Delledonne reviews some ETF strategies to adapt to the evolving economic landscape.
We are launching a webinar to give our clients greater insight into our voting and engagement activities.
In our first of the series, Vicki Bakhshi will present highlights of our voting and engagement activities this year, and Emma Lupton will provide an update on our topical Ocean Plastics project, explaining key findings from our engagement so far.
Please register if you plan to attend. All participants will be able to submit questions during the webinar, and there will be the option to replay the webinar in full.
Erik Rubingh, Managing Director, Head of Factor Investments & Chris Childs, Director, Factor Investments
As the F&C Global Equity Market Neutral Fund passes its third anniversary, Erik and Chris will review the performance of the fund, not just in terms of absolute performance, but also as a component of a multi-asset portfolio. They will also discuss the outlook for a factor based approach to investing.
Paul Niven, lead fund manager of the BMO Universal MAP range, will discuss a new offering that gives you an active choice in passive dominated areas such as DB transfers and auto enrolment.
Join us for this presentation to learn:
-How BMO deliver a truly active proposition at a passive price point
-Insights into the current investment landscape – risks and opportunities
-Application ideas of where the Universal range can add value to your clients
Capital is at risk and investors may not get back the original amount invested.
Morgane Delledonne reviews the current market conditions and the ETF strategies that can be employed to improve portfolio outcomes, including; managing duration in a rising interest rate environment, achieving superior yields through quality screening and harvesting high option premiums, whilst dampening portfolio volatility.
Join, Rob Burdett, Co-Head of the BMO Multi-Manager team, and Kelly Prior, Investment Manager, as they review the first quarter of the year and look ahead to Q2. In addition to the usual updates, the team will discuss the outlook for income investing in 2018.
Nick Henderson, Portfolio Manager, Responsible Global Equities
Gone are the days of simplistic negative screens for ethical investing, as new investor demographics demand a greater scrutiny on the role companies play in society and how this can drive enhanced returns. Nick will explore how the Responsible Global Equity strategy fully incorporates Environmental, Social and Governance (ESG) risks and opportunities all the way through the investment process.
Paul Simons, Head of Portfolio Management, Pyrford International
Asia-Pacific forms a key region for the Pyrford Global Total Return strategy. In this update, Paul Simons provides a summary overview of the region, why Pyrford are positive about its prospects and some examples of opportunities in which they are investing.