Join Keith Balmer and Simon Holmes as they delve into the current market views from the Multi Asset team post Brexit with an update into the performance of the Universal MAP range and introduce you to the new Sustainable Universal MAP range from BMO Global Asset Management.
In spite of a slowdown in global economic growth, 2019 ended strongly for smaller company equities with valuations in most markets seeing a re-rating. Peter discusses the BMO Global Smaller Companies trust’s performance last year, how the portfolio is positioned heading into 2020 and thoughts on the potential evolution of strategy in the coming period.
Steven Bell, Chief Economist, BMO Global Asset Management
Steven Bell discusses his outlook for the global economy and financial markets in 2020:
- is the global manufacturing recession over?
- life after Brexit
- are equities over-valued?
- where are the opportunities and threats in 2020?
We would be delighted if you could join Gary Potter and Anthony Willis from the BMO Multi-Manager People on 7th January at 11am for the first of our 2020 quarterly webinars..
They will reflect on key stock and bond performance in 2019, as well as setting into context our BMO Multi Manager fund performance across both the Navigator and Lifestyle ranges. They will also peer into their crystal ball and highlight some of the key issues likely to influence the direction of asset class returns in 2020 as well as likely trends in the asset management industry.
After reflecting on 2019 we’ll cast our eyes towards 2020, exploring some of the likely themes for economies and markets, highlighting how our portfolios are positioned to take advantage of opportunities in the coming year.
Now that there is some clarity over the political situation, join Guy and Emma as they talk through the BMO UK Property Fund’s different approach and defensive positioning. They will provide their thoughts on the outlook for the property market in 2020, and what they are currently looking to acquire to add to the growth of the fund.
Daniel McDonagh discusses whether there is any justification for the current high valuation levels that we see in the equity and sovereign bond markets. He also discusses potential triggers that could cause a correction.
David Moss, Fund Manager, BMO UK Mid-Cap Fund presents his thoughts on whether UK equities currently offer value and whether you can find good quality income at a reasonable price as part of an Asset TV Masterclass on the Road event in Exeter.
Hamish Mair, the manager of BMO Private Equity Trust, will discuss this long established private equity investment trust and its distinctive approach to private equity through supporting emerging managers, diversification across Europe and its innovative dividend and gearing policies.
Paul Niven will look forward to next year and discuss how the F&C Investment Trust is positioned to look beyond shorter term market uncertainty to deliver consistent returns in an ever changing investment landscape.
Daniel McDonagh, Head of Portfolio Management UK and Europe
Equities and bonds look expensive compared to history. But could something cause these elevated valuations to be sustained? Daniel McDonagh will explore whether there is any justification for the current high valuation levels that we see in the equity and sovereign bond markets. He will also discuss potential triggers that could cause a correction.
Sam Cosh and Lucy Morris, portfolio managers for European Asset Trust, will discuss why economic and political volatility provides the opportunity for long term investors to outperform in a fundamentally attractive sector. A huge pool of diverse businesses means that focused stock pickers can build a portfolio of businesses that offer structural niche growth and strong management teams yet do so with valuation support.
It’s a common misconception that investors have to forego some returns to invest in line with their principles. The strong performance of our UK Responsible Funds firmly belies this view. Catherine will discuss BMO’s long heritage in responsible investing, her investment process and show that businesses with good quality fundamentals and strong responsible credentials can be a winning combination
The Mid Cap asset class has been a long-term outperformer; underpinned through a nimbleness to grow but with established leading positions in industry niches. We expect this combination to support continued outperformance, offering investors the best prospects for future value creation.
David Moss and Matthew Parker, Portfolio Managers for the UK equity team will discuss how we differentiate versus peers through our core Mid Cap offering.
The world faces a multitude of challenges; ranging from environmental challenges such as climate change, to societal challenges such as rising healthcare costs and obesity. These are not new, but during this webinar Nick Henderson will highlight how through careful stock selection and engagement, these risks and opportunities can be embraced and a diversified equity portfolio can be built to harness structural growth tailwinds.
This is the longest economic cycle on record, and yet interest rates are at their lowest level in 5 years. Debt is at its highest ever level in history, yet around 25% of debt has negative interest rates. Stock commonality amongst the largest funds is close to record highs, with momentum the key driver, but the fastest risers of the last 12 months are 25% more expensive than normal. We will look at how we are positioned to deal with these contradictions and extremes, and take a look at the longer term picture away from the noise