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.
RecordedJan 11 201941 mins
Your place is confirmed, we'll send you email reminders
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.
Phil Webster, Portfolio Manager, European Equities
Phil Webster discusses why taking a step back from the macroeconomic malaise of Europe is beneficial to investors, resulting in them being able to seek out a fund positioned to take advantage of structural rather than cyclical growth.
Richard and Peter discuss the outlook for UK property, the potential of the asset class as a source of sustainable income for client portfolios, plus the current positioning of the BMO Commercial Property Trust and BMO UK Real Estate Investments.
Guy Glover, Fund Manager & Emma Gullifer, Assistant Fund Manager
After six months of 2019, the UK commercial property market is yet to take off; what are the prospects for the next six months? Guy and Emma will be delivering their views on a range of topics covering the challenges and opportunities for the sector, and the continued case for property in your clients’ portfolios.
Join us for our Client Engagement webinar update on Monday, 22nd July.
Daniel Jarman, David Sneyd and Kalina Lazarova of the Responsible Investment team will provide an overview and analysis of the highlights from this year’s proxy voting season.
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.