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Global Markets: Where to Next?

Steven Bell will update his views on the global economy and point the way forward for global financial markets.
Recorded Jul 29 2021 44 mins
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Presented by
Steven Bell
Presentation preview: Global Markets: Where to Next?

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  • Channel
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  • Investing responsibly in the UK market Oct 19 2021 1:00 pm UTC 60 mins
    Catherine Stanley
    To us, investing responsibly is not simply a box ticking exercise. It is our belief that being a responsible investor is key to reducing risk and improving outcomes over the long term. Join Catherine Stanley, Fund Manager of the BMO Responsible UK Income Fund, where she will discuss the funds’ performance, objectives and approach to investing responsibly, focusing on the impact of the current UK market.
  • Winter is coming – what does this mean for sustainable investing? Oct 7 2021 10:00 am UTC 90 mins
    Keith Balmer and Simon Holmes, BMO Multi-Asset team
    As the summer months draw to a close, join Keith Balmer and Simon Holmes for an update on the BMO Sustainable Universal MAP range performance over the past few months and an outlook into what is in store for the range as it nears the 2 year mark.
  • Investing in the time of COVID Sep 30 2021 10:00 am UTC 45 mins
    Steven Bell, Chief Economist
    As the world adjusts to living with covid, it’s time to reassess the fundamentals. Is the global recovery sustainable? Is inflation here to stay? Are interest rates headed higher? Are equities over-valued? Chief Economist, Steven Bell, will examine these issues to derive a broad outlook for financial markets.
  • How to successfully implement Lifestyle Financial Planning into your business Sep 29 2021 10:00 am UTC 60 mins
    Neil Parker, CEO of Joslin Rhodes Lifestyle Financial Planning and PlanHappy and Paul Lucas, Strategic & Technical Sales
    The second of a two part series where Neil Parker, CEO of Joslin Rhodes Lifestyle Financial Planning and PlanHappy, explains how Lifestyle Financial Planning transformed his business and was instrumental in building his IFA firm from £100k turnover to over £4 million and a team of 50. Discover the amazing secrets of his successful mission of helping his clients to answer one of the biggest questions in life; “Do I have enough money and will I always have enough?”
    In part two we cover:
    • How to package, present and ultimately deliver your service.
    • Recognising and overcoming barriers to engagement and objections.
    • What to charge, when to charge and how to charge.
  • Back to School: What does Autumn hold for markets and economies Sep 23 2021 1:00 pm UTC 90 mins
    Gary Potter and Anthony Willis, Multi-Manager People
    After a very English weather based summer holiday, join Gary and Anthony for a macro update followed by a deeper dive into the performance of the Navigator and Lifestyle funds over the past few months, and a look into what the upcoming months may hold for markets in the UK.
  • What is Lifestyle Financial Planning and why implement it into your business? Recorded: Sep 16 2021 70 mins
    Neil Parker, CEO of Joslin Rhodes Lifestyle Financial Planning and PlanHappy and Paul Lucas, Strategic & Technical Sales
    The first of a two part series where Neil Parker, CEO of Joslin Rhodes Lifestyle Financial Planning and PlanHappy, explains how Lifestyle Financial Planning transformed his business and was instrumental in building his IFA firm from £100k turnover to over £4 million and a team of 50. Discover the amazing secrets of his successful mission of helping his clients to answer one of the biggest questions in life; “Do I have enough money and will I always have enough?”
    In part one we cover:
    • What Lifestyle Financial Planning is and how it will benefit you and your clients.
    • Why you’ll get more clients if you deliver great Lifestyle Financial Planning.
    • Why clients are happy to pay you more for Lifestyle Financial Planning.
  • The outlook for real estate beyond the pandemic Recorded: Sep 14 2021 46 mins
    Marcus Phayre-Mudge, Fund Manager
    Fixed income is arguably not the place to be right now for clients looking for income but concerned about inflation. Income from property and real estate equities is either index-linked or tied to economic growth. Marcus Phayre-Mudge, manager of TR Property Investment Trust, will explain how he has positioned the portfolio to benefit from high levels of index-linked income whilst also seeking exposure to sub-sectors enjoying strong organic rental growth driven by tenant demand amidst an acceleration of key trends in a post-pandemic world.
  • Is it time to rethink property? BMO Property Growth & Income Fund Recorded: Aug 31 2021 46 mins
    Marcus Phayre-Mudge
    The investment merits of property shouldn’t be up for debate. It’s an asset class that warrants its position in a well-diversified portfolio but, amidst uncertainty around liquidity and some property fund structures and the ongoing FCA review of illiquid assets, investors are left in limbo, aware of property’s potential but concerned about soft closures. Marcus Phayre-Mudge, Fund Manager of the BMO Property Growth & Income Fund, will discuss the benefits of a hybrid structure combining physical assets and liquid real estate securities, and why we think it could be a strong inclusion in your portfolio.
  • Global Markets: Where to Next? Recorded: Jul 29 2021 44 mins
    Steven Bell
    Steven Bell will update his views on the global economy and point the way forward for global financial markets.
  • Responsible Global Emerging Markets – ESG Profile and Impact Report Update Recorded: Jul 27 2021 38 mins
    Rishikesh Patel
    This year we published our 5th ESG Profile and Impact Report assessing how our companies are contributing to advancing sustainable development. As in previous years the report also gives an update on how we are supporting long-term value creation through engagement on ESG issues. This year we also include new impact metrics and more granular insight around our approach to climate change reporting at a company and portfolio level.

    Join us for a Responsible Global Emerging Markets strategy update with portfolio manager Rishikesh Patel and hear his highlights from the 2021 report.
  • UK property - fit for the future Recorded: Jul 20 2021 47 mins
    Joanna Tano, Matthew Howard, Emma Gullifer
    The BMO Real Estate team will discuss their views of structural trends impacting real estate and how these affect portfolio and asset management strategies.
    • What will draw workers back to office buildings?
    • Is there any value left in the logistics market?
    • Not all retail is the same, so where are the opportunities?
    • What is the true cost and impact of the ESG agenda and can a net zero target be achieved from an existing portfolio?
  • Investing with impact in mind: Quarterly BMO Responsible Global Equity Fund Recorded: Jul 13 2021 45 mins
    Nick Henderson
    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 Nick Henderson, Portfolio Manager of our Responsible Global Equity Fund, where we look at the fund performance and opportunities over the last quarter.
  • Corporate earnings, higher inflation, Central bank reactions: the need to know Recorded: Jul 13 2021 34 mins
    Robert Plant and Keith Balmer, BMO Multi-Asset Team
    Is market optimism on earnings overdone? Would it be wise for multi-asset investors to start adjusting their portfolios for potentially higher longer-term inflation? Robert Plant and Keith Balmer run through the risks for markets over the second half of 2021, and how investors can actively navigate them in their multi-asset portfolios. Plus a review of portfolio performance over the last 6 months and current positioning.
  • Multi-Manager People - H1 2021 review and outlook Recorded: Jul 8 2021 35 mins
    Rob Burdett and Paul Green, Multi-Manager People
    Join Rob and Paul as they take a closer look at what’s been driving the performance of their portfolios before assessing the state of play in economies and markets.
  • BMO Adviser Edge: The future of financial planning summit Recorded: Jul 1 2021 94 mins
    Paul Lucas and Graham Finlay, BMO GAM, Tony Wickenden, MD Technical Connection, Phil Wickenden, Founder Ad Lucem
    As we emerge from lockdown, are we returning to business as unusual? How do advisers adapt their business models to ensure they can thrive in this new world?

    We evaluate the key considerations for advisers and the new opportunities that might exist in a post COVID world.

    Based on extensive research from 100 adviser firms and 1000 investors we will provide insight into how firms are adapting to the ‘new normal’. We’ll examine how customer behaviour has changed and what this means for adviser processes and their marketing strategy.

    And as if “the way we work now” wasn’t challenging enough with Government debt at an all-time peacetime high, taxes are definitely going to change….sooner or later. We’ll examine tax proposals already in the pipeline, what might be in store later this year and what financial planning opportunities exist right now (and in the future) for advisers and their clients.
  • Tracking Global Reflation Recorded: Jun 30 2021 39 mins
    Steven Bell, Chief Economist
    Rapid growth in GDP and corporate earnings is now a well-established feature of the developed world. But how sustainable is it? And will it all lead to inflation? Emerging markets have been lagging, is now the time to take the plunge to catch-up? Steven Bell, BMO's Chief Economist, will take a look at all these issues with a view to assessing the prospects for global financial markets.
  • Investing responsibly in the UK market Recorded: Jun 16 2021 31 mins
    Catherine Stanley
    To us, investing responsibly is not simply a box ticking exercise. It is our belief that being a responsible investor is key to reducing risk and improving outcomes over the long term. Join Catherine Stanley, Fund Manager of the BMO Responsible UK Income Fund and BMO Responsible UK Equity Fund, where we discuss both of our funds’ performance to date, our approach to investing responsibly and the impact of the current UK market.
  • Multi-Manager People: Fixating on Inflation Recorded: Jun 15 2021 47 mins
    Gary Potter and Kelly Prior, Multi-Manager People
    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.
  • Opportunities post the pandemic Recorded: Jun 15 2021 52 mins
    Paul Niven, Fund Manager
    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.
  • What role do derivatives play in traditional portfolio management? Recorded: Jun 9 2021 60 mins
    Graham Finlay, Strategic & Technical Sales and Keith Balmer, Director, Multi-Asset team
    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.
A leading provider of global investment solutions
BMO Global Asset Management (formerly F&C Investments) is a worldwide investment manager and is part of BMO Financial Group, founded in 1817 as the Bank of Montreal.

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  • Title: Global Markets: Where to Next?
  • Live at: Jul 29 2021 10:00 am
  • Presented by: Steven Bell
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