Name: Positioning commercial real estate to outperform
Start: 2020-06-24T13:00:00Z
End: 2020-06-24T13:45:48.000Z
Location: BrightTALK
Rating: 4.43

Helping our clients meet their investment goals, while also building a more sustainable and secure future for us all. BMO Global Asset Management (EMEA) is part of Columbia Threadneedle Investments, a leading global asset management group.

Rising inflation has hit financial markets hard this year. Is this a buying opportunity or should investors cut their losses and flee to cash? Steven Bell, our Chief Economist, will examine the outlook for the global economy and try to answer these questions.

When will the bear market end?

Whether you believe inflation is demand or supply driven, it is here and the central banks’ actions are adding to market volatility. Marcus Phayre-Mudge, manager of TR Property Investment Trust, will examine not only the income characteristics of property but also how the trust is exposed to those parts of the real estate environment that are still enjoying the effects of structural tailwinds, index-linked income and a shrinking supply of new development as building cost inflation bites.

Real assets in a world of real inflation – our Investment Trust solution

Buffeted by inflation, rising interest rates and fears of recession, the outlook for the global economy looks distinctly difficult. Our Chief Economist, Steven Bell has been highlighting these risks since the end of last year. In this month’s webinar he will examine whether the pessimism is now overdone and consider whether this offers opportunities.

Troubled times for the global economy

Fears of recession are on the increase. The US yield curve has inverted – a reliable harbinger of recession. Consumers are being squeezed by higher prices, higher interest rates and, in the UK, by higher taxes too. Steven Bell will examine the various forces and map out his views on the global economy together with the implications for financial markets.

Are we heading for recession?

Financial institutions representing $170 trillion in assets have now made commitments to net zero emissions. It’s one of the biggest trends in the investment industry. But what does it mean for investors to implement this long-term goal in a way which is credible, robust and has genuine positive impact?

In this webinar Vicki Bakhshi and Joe Horrocks Taylor will explore:

- Recent industry developments and methodologies around net zero
- Key implementation challenges
- BMO Global Asset Management’s methodology, based on the Net Zero Investment Framework
- How net zero stewardship can be used to support investor climate objectives

How to make a credible commitment to net zero?

It’s been an eventful quarter – not least thanks to the awful events unfolding in Ukraine.  Join us as we look to make sense of the impact on economies and markets.  We’ll also take time to review the performance of our portfolios and chat about how they’re positioned heading in Q2.

Multi-Manager People - Q1 quarterly review and outlook

Central banks are tightening policy against a background of geopolitical conflict, volatile commodity prices and rising inflation. Steven Bell will discuss the implications for the global financial markets.

Strong headwinds for financial markets: will they be blown off course?

Paul will outline various trust-based estate planning opportunities using a realistic case study. He demonstrates practical examples of how and when trusts can be used to make significant IHT tax savings.

BMO Adviser Edge: Practical use of trusts for estate and IHT planning

Peter Ewins, Lucy Morris and Nish Patel of the Global Small Cap team discuss the difficult start to the year for smaller company equities, how they view a more inflationary environment affecting the outlook for the small cap asset class and where they see the best opportunities in the rest of 2022.

Small Caps lag at the start of the year, is this a longer term opportunity?

Graham will outline the key characteristics and differences between growth and value stocks. He will investigate which developed market regions are more exposed to growth or value and what could this mean for your clients' investment portfolios.

BMO Adviser Edge: What are the key characteristics of growth and value?

Whether you believe inflation is demand or supply driven, it is here and the central banks actions are adding market volatility. Marcus Phayre-Mudge, Portfolio Manager of the BMO Property Growth & Income Fund, will examine not only the index-linked income characteristics of property but also how the fund is exposed to those parts of the real estate environment which are enjoying the twin effects of structural tailwinds and broad economic expansion.

Real assets in a world of real inflation

F&C Investment Trust manager Paul Niven discusses his views on the macro and market outlook for a globally diversified portfolio. After reducing exposure to higher growth stocks over the past year, he will discuss how he assesses opportunities across the markets in the face of higher inflation, rising interest rates and more febrile investor sentiment.

Bull or bear?

Paul provides an in-depth analysis of the different types of trusts that can be used for estate and IHT planning. He will evaluate the tax position of each of the main trust types and help you consider the most appropriate trust-based IHT solutions for your clients.

BMO Adviser Edge: Using trusts for estate and IHT planning

Inflation has risen faster and higher than expected in the US and most developed countries. Central banks are increasingly hawkish, and markets are pricing in higher interest rates. But anticipated rises still leave rates well below expected inflation.



Given the inflationary environment and the fact that unemployment is low (and continuing to fall) Steven Bell – our Global Chief Economist - argues that policy is far too loose. If central banks delay taking firm action now, the risk is that they’ll have to overdo tightening down the road.  Could this plunge the world into recession?  Join us as Steven explores this conundrum and the implication for equities and bonds over the rest of 2022.

Do we need a recession to control inflation?

As we enter the Year of the Tiger, Anthony and Scott take a closer look at the prospects for Asian economies and markets.  Will investors require tiger like ‘courage and strength’ or will it be a year of investment opportunity? Join us for their perspective on China and beyond in our upcoming webinar.

The year of the Tiger – will Asia’s markets roar or whimper?

It’s still in the consultation stage, but the Consumer Duty is due to become rules in July this year. That’s only six months away.
The impact of the rules will be significant, affecting many aspects of a financial advice firm, from the charging structure to the Centralised Investment Proposition. It is also creating a new Principle (12) and will go further than, and build on, Principles 6 and 7 (those relating to TCF and communications).
Graham and Karl will highlight the key elements from the consultation and discuss the potential impact on financial advice firms in the UK.

BMO Adviser Edge: The FCA Consumer Duty - is it just the new TCF?

Our world faces significant challenges – climate change, social inequalities and the ongoing Covid-19 pandemic to name a few. But we at BMO GAM are optimistic about the future, believing in the ability of society, companies and individuals to discover sustainable solutions to respond to these challenges and create opportunity from adversity. Our Responsible Global Equity Strategy strives to play its part in mobilising private capital towards securing a more sustainable future for all. Join our update with Jamie Jenkins, Portfolio Manager of our Responsible Global Equity Fund, where we look at the fund performance and latest opportunities.

Investing with impact in mind: BMO Responsible Global Equity Fund Update

As we kick off 2022, join Paul Niven and Keith Balmer for an update on our low-cost multi-asset Universal MAP ranges over the past quarter, as well as looking at the what the future may hold for the portfolios.

Universal MAP ranges - an Outlook for 2022

Commercial property landlords are facing challenging times. Pressure on share prices mean sector discounts have widened. Are these discounts warranted and do they present a buying opportunity? Peter discusses these issues in the context of BMO Real Estate Investments Limited’s experience and how he has positioned this diversified portfolio for a  post Covid-19 world.

Positioning commercial real estate to outperform

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