Managing global equities through a global crisis

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.

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.

Matthew Howard is interviewed by Asset TV on the worth of commercial real estate.

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.

Keith Balmer is interviewed by Asset TV on the benefits of multi-asset investing in the current investment environment.

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.

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.