Positioning commercial real estate to outperform

As lockdowns ease, pent up demand is pushing prices higher. So, should investors be wary of rising inflation and its implications? In this webinar, Kelly Prior explores what bond markets are expecting and both the opportunities and challenges managers are working to exploit.

Vaccines appear likely to defeat the virus and the outlook for global growth looks robust. With concerns of inflation rising and many equity markets breaking record highs, investors appear optimistic. F&C Investment Trust Manager Paul Niven discusses his views on the macro and market outlook and approach to managing the portfolio as the global economy emerges from the current crisis.

Question: What can be used to increase or decrease risk, provide downside protection and enhance efficient portfolio management? Answer: Derivatives. Graham will firstly explore the basic characteristics and risks associated with the main types of derivatives. Then, together with Keith Balmer, Director within the BMO Multi Asset team, will bring to life the reasons why they are employed within different investment scenarios of traditional portfolio management.

The US has led the world in terms of economic recovery but now seems to have generated unexpectedly high inflation. Meanwhile, commodity prices are soaring. Steven Bell, BMO's Chief Economist, will discuss the impact of these trends on global financial markets.

Paul provides a step-by-step guide to all the options for pensions on divorce. He’ll explain how these options affect your clients’ Lifetime Allowance, helping both advisers and paraplanners have better client conversations and capitalise on this growing market for advice.

On behalf of BMO Global Asset Management and EdenTree Investment Management, we would like to invite you to the inaugural Pioneers in ESG virtual event.

Responsible investment is becoming an increasingly ‘us too’ marketplace, so it’s key for clients to consider whether an asset manager’s credentials are what they seem. Both BMO and EdenTree have a long-standing history and heritage with responsible considerations integral to the ethos of our businesses.

That’s why BMO and EdenTree have joined forces to provide an educational event series focused on the importance of investing responsibly.

The first event will explain the relationship between ESG and fixed income, identifying the different types of, and impact of, ESG fixed income instruments and how responsible engagement is measured and reported. We will then open the session up for further discussion with delegates and a Q&A session. This event will count towards 45 minutes of structured CPD.

The team at BMO Real Estate Partners look at how engagement and dialogue with real estate occupiers represents a critical aspect to delivery on ESG ambitions.

Join Simon Holmes and Keith Balmer, fund managers for the BMO Sustainable Universal MAP Range, as they review the current macro environment and recent fund performance.
This month they will also be joined by Catherine Stanley, lead manager on Sustainable Universal’s UK equity allocation, who will highlight sustainable investing opportunities in the UK.

Over the last 18 months there has been an increased spotlight on Responsible Investment, but are all advisers seeing this coming through in their conversations with clients? Graham will look at both the direction of travel for Responsible Investment in the UK financial advice market and share how some advisers are integrating Responsible Investment in their business and investment propositions.

In this webinar we focus on a long held favourite in our Distribution portfolio as Gary Potter chats to Anthony Esse about Darwin’s Leisure Fund. They’ll explore how the fund’s developed over the years and why UK holiday parks can be an attractive destination for both vacations and investment – a timely update given current restrictions on foreign travel!

The pattern of global growth is dominated by vaccine roll outs, with the US and UK leading.
US fiscal policy is moving from stimulus to tax increases – have earnings estimates factored this in?
Does Europe’s vaccine catch up offer a buying opportunity?

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 Q1 2021 update with Jamie Jenkins, Director of our Responsible Global Equity Fund, where we look at the fund performance and opportunities over the last quarter.

Join Paul Niven and Keith Balmer of the BMO Multi-Asset team as they look back over an eventful first quarter of the year and ahead to the future of the Universal MAP range.

Sam and Lucy, managers of European Assets Trust, and Peter, manager of BMO Global Smaller Companies Trust, discuss how they view the outlook for smaller companies after the impressive recovery since the start of the COVID crisis and how, or whether, they are adjusting their portfolios to take account of the evolving market environment. They will also discuss how ESG considerations are taken into account when investing.

Learn everything you need to know about income tax planning including how to accurately calculate your client’s tax liability. Paul includes top tips and practical ideas to help you reduce your client’s tax bills the easy way. He will use several case studies and real-life calculations to bring this subject to life.