Are there still Equity opportunities in a bear market?
The Multi Manager team take a look at equity markets in these extraordinary times.
Despite the dire economic data, equity markets march steadily on in their surprising extended rally. However, as we move further through the Q1 earnings season, this could well change. But the impending bear markets may provide active managers with once in a lifetime buying opportunities.
RecordedMay 5 202057 mins
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Rob Burdett, Multi-Manager People and Nick Davis, Polar Capital
Join Rob Burdett for our latest monthly update, where he will also be joined by guest manager Nick Davis of Polar Capital for the third in our Value Manager trilogy.
As well as exploring the positive vaccine news and probable Brexit news, Nick and Rob will discuss the ethos behind Polar Capital’s Europe-Ex UK Income fund and how it has navigated the pandemic.
As we head towards the end of an extraordinary year, Paul Niven, manager of F&C Investment Trust, will reflect on what the recent news flow on Covid-19 vaccines means for the future investment landscape and discuss how he has positioned the trust’s portfolio to meet the challenges 2020 has brought.
Join Sam Mahtani and Alan Nolan, Directors of our Responsible Emerging Markets Equities, for our quarterly update on our Responsible Emerging Market fund.
Recovery is on the tip of everyone’s tongue as we take another step towards a “Post-COVID” world. Sam and Alan discuss the risks faced by emerging market investors today, and how responsible, active investing can help mitigate these risks and unlock the true potential of this extraordinary growth story.
Join Nick Henderson, Director of our Responsible Global Equity Fund, on our quarterly updates on the Responsible Global Equity Fund. We will also give you the opportunity to ask Nick any questions you have on the fund as part of a Q&A session at the end of the webinar.
What are the benefits of blending a low-cost, actively managed fund into your portfolio?
Join our multi-asset team for this webinar as we celebrate 3 years of the BMO Universal MAP range. In this webinar, Paul Niven and Keith Balmer share their experiences and outlook on the markets and discuss how this range has continued to outperform and deliver value for clients, despite the challenging economic backdrop.
Vicki Bakhshi and Alice Evans from BMO’s Responsible Investment team will discuss how engagement has evolved in the two decades since BMO’s programme started in 2000; what best practice looks like today; and the priorities for the coming decade, including how BMO will be using engagement to support the achievement of the Sustainable Development Goals.
Gary Potter and Anthony Willis, BMO Multi-Manager People
In this post US election special, Gary Potter and Anthony Willis, discuss how the election result could affect markets, the possible repercussions on the US economy and give an update on a 'deal or no deal' Brexit.
In our second session Graham investigates some of the perceived risks associated with investment trusts, such as discounts and premiums, gearing and liquidity and discusses whether they are indeed risks, or in fact a benefit. We finish by asking the key reasons why, and situations when, advisers may find it appropriate to use investment trusts for their clients.
As voters head to the polling booths on 3rd November, the eyes of the world will be on the outcome of the US elections. Will it be a clean sweep for the Democrats, Biden in the Whitehouse but a Republican-controlled Senate, or more of the status quo? Or will we be dealing with impacts of a contested outcome?
Join us for our live, interactive webinar on 4th November to hear our BMO speakers analyse the result and give their insights on what this will mean for investment markets.
Graham explores the basic structure of an investment trust in our first session. What does ‘closed-ended’ really mean for an investment trust and its investors? He will also identify the key structural differences between investment trusts and open-ended funds.
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.
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.