Positioning commercial real estate to outperform

Peter will explain how he’s positioning BMO Global Smaller Companies towards what he believes will be the likely winners in the changing environment. He will discuss where the best opportunities are to be found and examine recent new purchases and geographic and sector preferences through a global small-cap lens

Barry takes a high level look at the income, capital gains and inheritance tax implications of trusts. This second and final part focuses on discretionary trust taxation.

Managing Director, Catherine Stanley, and Portfolio Manager, Patrick Newens, will be providing an update on the BMO Responsible UK Income Fund. They will discuss Responsible Investing and how our approach is different when it comes to UK Equity Income investing.

In an effort to regain normality within the world join Gary Potter and Paul Green as they review the previous quarters events and performance and give their insight into what the future may hold.

Sinking demand for apparel, brands and retailers have moved quickly to cancel or postpone production orders – refusing, in many cases, to pay for clothing their supplier factories have already produced. The result has been the shutdown of thousands of factories in producing countries. Join our Responsible Investment Director, Nina Roth, and Saif Khan, CEO of Footprints CSR, an environmental and social supply chain audit firm, as they discuss these supply chain challenges.

Barry takes a high level look at the income, capital gains and inheritance tax implications of trusts. Part 1 focuses on bare trust and interest in possession trust taxation.

Lockdown easings, second waves, is a vaccine imminent or not: Steven will attempt to disentangle the various strands and give an outlook for the global economy and markets.

Guy Glover and Emma Gullifer discuss material uncertainty and the path to the fund reopening, the Fund’s relative resilient positioning and the outlook and opportunities in the UK Property sector.

Join Simon Holmes from the Sustainable Universal MAP team and Sacha El Khoury from the Global Equities Investment team as they discuss in depth some of the major investment themes from within the range, alongside a macro update on the current financial environment.

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.

With investors demands for ESG integration into their portfolios ever increasing, it is more important than ever to recognise this. Join Scott Spencer and Anthony Willis as they explore the possibilities of this within multi-manager funds, and give an update on the macro landscape.

Investors like yourself have a critical role to play in achieving the SDGs, both by channelling capital towards solutions, and driving improvement through engagement with companies.

In March 2019 BMO launched the BMO SDG Engagement Global Equity Fund, boldly putting forward a twin target of positive financial and non-financial returns.

Please join us for an anniversary webinar with our co-Head of Global Equities Jamie Jenkins and Responsible Investment Analyst Emma Lupton, who will discuss both the strong financial performance and the engagement results of our strategy one year on.

Join Paul Niven and Keith Balmer as talk through performance on the Universal MAP range including the active asset allocation moves being made as a reaction to COVID-19.

Low interest rates and reasonable economic growth had led to valuations of some high quality small cap growth stocks reaching extreme levels. The recent crisis precipitated an extreme sell off across markets, leaving some world class smaller companies at attractive valuations. Sam and Lucy discuss how they have used this rare opportunity to add some great businesses to European Assets Trust’s portfolio at good prices, laying a foundation for future returns potential.