Smaller companies are often seen as an area with faster growth potential, but how will they fare in a more challenging economic and equity market environment? Peter discusses where he sees opportunities globally, as well as updating on the BMO Global Smaller Companies Trust and how the team is positioning the portfolio for the future.
Sentiment in emerging markets has a habit of swinging from euphoria to despair on a catchy headline. Rishikesh will discuss why the emerging markets story is so compelling, the key risks in the market and how to navigate them successfully.
With the property sector continuing to grab headlines Marcus Phayre-Mudge will discuss why he remains positive on the majority of the sector, its continued importance within a client portfolio and where he sees the greatest opportunities for returns going forward.
There's a bit of a fog around the global outlook. After expecting a slowdown, data for China, Europe and the US has shown stronger growth. So what is causing this and what is the best way to use the opportunities and the risks?
The US economy is maturing and uncertainty about monetary policy is causing rapid swings in market sentiment, but year-to-date investor demand for US equities has been strong, boosted by the stock market’s rally. Morgane and Fotios will discuss the merits of choosing tailored investment approaches for US equities.
In this webinar on the BMO Universal MAP Range, Product Specialist Keith Balmer will cover how the team has successfully navigated uncertainty, while our Chief Economist Steven Bell will give listeners an idea of the likely macro developments that lie ahead.
Over 450 holdings, a 150 year history and a global investment remit. Paul will discuss the current positioning of F&C Investment Trust, the world’s oldest investment trust, and identify where he sees current opportunities.
Investor engagement is a powerful tool to tackle ESG risks and drive progress towards a more sustainable world. Vicki will discuss the team’s five priority engagement areas for 2019, and review key outcomes of BMO’s engagement activities in 2018.
Whatever happens in the coming days, the big issue - the UK’s future trading relationship with Europe - has yet to be determined. Steven Bell will discuss the prospects, political and economic, for the UK and the rest of the EU. He will focus specifically on the implications for interest rates, sterling and the stock market.
Morgane discusses the macro and ETF trends emerging from 2018 and expected to roll into 2019, including emerging market fundamentals, risk on/off attitudes and how to de-risk portfolios while the US$’s appeal loses momentum.
With the ongoing political challenges and volatility in the wider equity markets, Guy outlines why he still sees the potential for positive returns from UK direct property in 2019. Guy will talk through the fund’s positioning – with low exposure to high street retail and central London offices - and explain why quality long-term, income-producing assets continue to have performance potential.
We’d be delighted if you could join Anthony Willis and Gary Potter on the 4 January at 11.30am for the first of our 2019 multi-manager webinars.
After reflecting on 2018 we’ll cast our eyes towards 2019, 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.
This session will be hosted by Vicki Bakhshi, Director, in the Responsible Investment team. Catherine Hoyle, Associate Analyst, will explain the background and key takeaways of the ESG disclosure at mid-cap companies project, and Thomas Hassl, Senior Associate Analyst, will give an update on Climate Action 100+ and how this has influenced the Responsible Investment team’s engagement with high-emitting companies.
All participants will be able to submit questions during the webinar, and there will be the option to replay the webinar in full.
Please register if you plan to attend. We very much hope that you will join us.