Join Gary Potter and Anthony Willis for the first Multi-Manager webinar of the New Year as they review broad market performances in a turbulent 2020 and most importantly look forward to the key events, challenges and outlook for 2021.
RecordedJan 7 202149 mins
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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.
Catherine Stanley, Simon Holmes and Keith Balmer, BMO
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.
Gary Potter, Multi-Manager People and Anthony Esse, CEO Darwin Alternative Investment Management Ltd
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.
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.
What does it mean to invest “responsibly” in the developing world? Is it even possible in markets like China A-shares? Are Alibaba and Samsung “bad” ESG companies? These are just some of the big questions many investors are pondering in the current environment.
Join June Lui, Portfolio Manager of the BMO LGM Responsible China A-Shares Equity Fund and Gokce Bulut, Portfolio Manager of the BMO Responsible Global Emerging Markets Fund, as they discuss and answer some of these questions and issues investors face.
While advisers are generally well aware of the traditional portfolio investment risks such as market, liquidity and volatility, today we will investigate concentration risk. Graham will discuss whether this relatively less well considered risk has now significantly appreciated through the increased use of index or benchmark funds in portfolios.
With little exposure to the traditional UK mega-caps and holdings as diverse as brick manufacturers and music royalty stocks, the portfolio of BMO Capital and Income Investment Trust is different to many of its peers. Manager Julian Cane outlines stocks and sectors that are currently attractively valued and that he believes will generate positive capital and income growth as the UK economy emerges from the pandemic crisis.
Robert Plant and Keith Balmer, BMO Multi-Asset team
Robert Plant and Keith Balmer explore how our Universal MAP Income Fund sources yield from across a range of asset types, talk about the strategies they use to supplement natural yield and argue the case for maintaining a perspective on total return as well as income.
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 quarterly update with Jamie Jenkins, Director of our Responsible Global Equity Fund, where we look at the fund performance and opportunities over the last quarter.
As the vaccine roll out continues, markets are now trying to gauge the pace and sustainability of the recovery from the pandemic. Chief Economist Steven Bell will set out a path for global economic activity and corporate profits with a view to judging the prospects for equites and bonds.
Simon Holmes and Vicki Bakhshi, BMO Global Asset Management
Talking impact - we take a closer look at the positive difference investing with a sustainability-focused mindset can make. Vicki and Simon assess how our BMO Sustainable Universal MAP Range stacks up over metrics such as carbon intensity, diversity and alignment with the UN Sustainable Development Goals, then highlight the progress achieved through encouraging companies to operate more sustainably as part of our Stewardship activities.