Our second and final session will look at top-slicing relief including the steps required to calculate the relief. We will also consider the recent Finance Act amendments to the legislation and the HMRC v Silver Court judgement.
Scott Spencer and Anthony Willis, BMO Multi-Manager People and Tom Naughton, Prusik Investment Management
Join Scott Spencer and Anthony Willis from the Multi-Manager People for a macro update and their guest manager, Tom Naughton of Prusik Investment Management as he discusses the opportunity set in both Asia and Asia value.
Hamish discusses the enduring attractions of the private equity asset class and the effects of Covid-19 on the market and BMO Private Equity Trust's portfolio. He highlights some recent new investments and reviews the long-term track record, which has delivered capital gains and growing income.
In our first session we compare the tax treatment of part surrenders and full segment surrenders. We will also consider the options to mitigate potentially adverse tax implications of a part surrender where a full segment surrender would have been a more tax efficient option.
Simon Holmes, Keith Balmer and Nina Roth, BMO Global Asset Management
Join Simon Holmes and Nina Roth for an update on the current macro climate and a deeper dive into the 'good' that is being done by the companies within the Sustainable Universal MAP fund range. They will examine how this is beneficial to your clients’ portfolios performance and importantly, the positive impact this has in supporting a more sustainable world.
To round off our responsible webinar series, we bring to life the unique aspects of responsible investing fund management with insights from experienced practitioners. They discuss elements such as ESG integration, stewardship, voting and what this all means for you and your clients.
We chat to a range of intermediary businesses on their experience in implementing responsible investment choices as part of their central investment proposition. They share their practical insights on client interaction and overall business benefits.
We discuss the range of responsible investment choices with leading financial services industry experts and ask what are the key considerations when selecting responsible investments. To help you identify suitable solutions for differing client requirements, we also examine tools and resources on offer.
Jamie Jenkins provides an update on the BMO Responsible Global Equity Fund as it moves into its third decade. With the recent release of the fund’s fifth annual ESG Profile and Impact Report, which now takes into account both the positive and negative impacts on investee companies, Jamie will expand upon our multi-thematic framework and the opportunities ahead.
Now that its dividend has been reinstated, Matthew will give a much anticipated update on rent collections and conversations on the ground with tenants across BMO Commercial Property Trust’s diversified portfolio, including prime assets in central London.
After it preserved cash for three months, expecting the worst during lockdown, what are the emerging trends in business activity and rent payments telling us about the outlook for the trust and the property market as a whole?
Why is responsible investing moving to mainstream? Graham examines the regulatory backdrop, investor awareness and the increase of investment choice. He also looks at how the IA Responsible Investment Framework creates a consistent approach to terminology.
Join Gokce Bulut and Christopher Darling as they discuss the launch of the new BMO LGM Responsible Asian Equity Fund. They will talk through the focus on equity securities and how the fund will only invest in companies that demonstrate a clear commitment to good governance and sustainability, and they’ll be hosting a Q&A session at the end.
As we head towards the last quarter of an incredibly tumultuous year, join Paul Niven and Keith Balmer as they review the performance and asset allocation of BMO's low cost, actively managed, multi-asset Universal MAP range. They will also look ahead to how markets will cope with the US elections as well as the implications of potential COVID-19 vaccine solutions.
With experts suggesting that most countries have reached the limits of lockdown easing, the virus may seem to be winning. But a vaccine could be available soon. That would be a game changer. But market reaction may be complex. Steven Bell explores the likely outlook.
Paul Green and Anthony Willis, BMO Multi-Manager People and Henry Dixon, Man GLG
Join Paul Green and Anthony Willis from the BMO Multi-Manger People and special guest manager Henry Dixon of Man GLG as Henry discusses the opportunities within the UK, along with a macro update from Anthony.
Europe and North Asia are gradually easing their respective lockdowns but the US is suffering a second wave. Despite political tensions coupled with fears of mass unemployment and bankruptcies, world markets are up over 40% from their lows.
Steven will track the likely evolution of global economy and corporate earnings to judge where markets are going to next.
When is it (and when it is not) possible for the RNRB to be available where a qualifying property has been left to a trust on death? Barry discusses how the RNRB regulations interact with immediate post death interest trusts which, as they are frequently included in wills, is likely to be a recurring client situation. Examples will be used throughout.
Simon Holmes and Keith Balmer, BMO Multi-Asset team
Join Simon Holmes and Keith Balmer for a breakdown of the multi asset team's current macro outlook plus a look back over the last quarter with respect to performance attribution, asset allocation changes and stock level insights within the low cost, Sustainable Universal.
Barry considers the downsizing provisions of the residence nil rate band legislation using examples and a case study. He will also look at how the gift of the qualifying residence in lifetime impacts upon the availability of the RNRB and how the RNRB is applied to the estate at death. Examples will be used throughout.
Opportunities emerge in fixed income – time to give credit its due?Rob Burdett, Kelly Prior and Anthony Willis, BMO Multi-Manager People[[ webcastStartDate * 1000 | amDateFormat: 'MMM D YYYY h:mm a' ]]61 mins