An independent ETF expert, Henry Cobbe of Elston Consulting joins BMO in discussing the opportunities and challenges of building a multi-asset portfolio exclusively using ETFs, which maximises diversified income in a low returns world. Submit questions you want answered live about finding a balance between diversification and yield.
For all you need to know about ETF investing in one book. Co-authored by Henry Cobbe and Shweta Agarwal with an introduction by Eric Balchunas. http://amzn.eu/d/bydqwgd
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
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.
Join Richard Kirby and Peter Lowe as they discuss:
- the outlook for UK property
- the potential of the asset class as a source of sustainable income for client portfolios
- 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.