When is it (and when it is not) possible for the RNRB to be available where a qualifying property has been left to a trust on death? Barry discusses how the RNRB regulations interact with immediate post death interest trusts which, as they are frequently included in wills, is likely to be a recurring client situation. Examples will be used throughout.
Barry considers the downsizing provisions of the residence nil rate band legislation using examples and a case study. He will also look at how the gift of the qualifying residence in lifetime impacts upon the availability of the RNRB and how the RNRB is applied to the estate at death. Examples will be used throughout.
We outline how ESG is embedded into our governance, stock selection and portfolio management, bringing theory to life with case studies. Exploring key ESG considerations through the lens of our diversified portfolios, we discuss direct interventions across different asset types, and varying ages and specifications of building.
We will update on the fixed income environment after a tumultuous first half of 2020. We reflect on the opportunities that have presented themselves, how the hunt for yield is as tough as ever and how active fund management can help navigate the complexities of the asset class.
Barry will examine the main provisions of the residence nil rate band legislation, such as what constitutes a qualifying residential interest and a direct descendant. He will consider how tapering of the RNRB works and look at some planning opportunities to mitigate tapering. Examples will be used throughout.
Join Paul Niven and Keith Balmer as they analyse the recent performance of BMO’s low cost, actively managed multi-asset range and a look ahead to market conditions in the months ahead. With assets under management now standing at over £500m, they will also outline some of the key drivers of the funds’ success since launch in 2017.
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
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.
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.
Simon Holmes and Sacha El Khoury, BMO Global Asset Management
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.
Scott Spencer and Anthony Willis, BMO Multi-Manager People
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.
Emma Lupton, Rochus Appert, Jamie Jenkins, Andrea Astone
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.
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.