Each quarter, we host a morning webinar where viewers can hear from an external industry speaker as well as our specialist LDI team. For our September webinar, we will be providing an update on the impact of the prevailing economic environment on LDI strategies with the opportunity to ask questions of the expert presenters.
1) Combining hedging techniques with return seeking strategies: 40mins
We look at how hedging and growth asset exposure can be combined to maximise capital efficiency. This session will look at synthetic equity and corporate bond exposure as well as ESG tilted exposure.
2) Equity protection strategies: 30mins
Equity options are useful tools for tailoring the return profiles of portfolios. We explain the tools available and how they can be combined to support a pension scheme’s objectives.
3) Integrating ESG considerations: 40mins
Considering environmental, social and governance factors is an essential part of any investment process. We explain why, and how these factors can be incorporated into all investment strategies.
Each quarter, we host a morning webinar where viewers can hear from an external industry speaker as well as our specialist LDI team. For our June webinar, we will be providing an update on the impact of the prevailing economic environment on LDI strategies with the opportunity to ask questions of the expert presenters.
1) An introduction to LDI: 30mins
We explore how to manage unrewarded liability risks, whilst continuing to generate returns in order to reduce any funding deficit.
2) LDI in practice: 40mins
We look under the bonnet of a typical LDI portfolio and consider topics such as portfolio construction, leverage rebalancing and counterparty risk.
3) Planning for the end game: 40mins
No two pension schemes are alike. Some may be well-funded on the path to buy-out, others may be seeking excess returns in line with a long-term recovery plan. The final session of the afternoon brings it all together as we explore the key principles of journey planning for defined benefit pension schemes.
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.
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?
Steven Bell, Simon Bentley, Nicola Thorpe, Zahra Sachak
Introduction to macroeconomics and asset classes in relation to DB pension schemes
1) Macroeconomics basics: 40mins
Understand the current economic environment against the backdrop of COVID-19 and beyond. In this session, we provide a high-level introduction to (amongst other things):
• Inflation: causes, measurement.
• Economic policy: fiscal and monetary.
• Energy transformation: guide to the issues.
2) Fixed income, growth and alternative assets: 40mins
Here we cover the characteristics of mainstream and alternative asset classes that currently feature in UK pension scheme portfolios, and the importance of Environmental Social and Governance (ESG) considerations.
3) Why is it all relevant to DB pension schemes? 30mins
We bring it all together in the context of a DB pension scheme portfolio. How do we value pension scheme liabilities and why is investing for a defined benefit scheme different to any other investment strategy?
Each quarter, we host a morning webinar where viewers can hear from an external industry speaker as well as our specialist LDI team. For our March webinar, we will be providing an update on the impact of the prevailing economic environment on LDI strategies with the opportunity to ask questions of the expert presenters.
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.
After a year dominated by the virus, 2021 offers a return to something approaching normality. But fiscal deficits are bloated, debt has soared and many businesses are in trouble. Steven will examine the prospects for recovery and outline his expectations for financial markets.
There is a growing expectation and requirement for investors to adopt better active ownership practices and engage investee companies to encourage more sustainable business practices. However, effective engagement presents several challenges.
In this webinar, we will identify the main challenges to effective engagement and outline how our dedicated engagement and proxy voting service, reo®, can help investors overcome these challenges.
Join Sam Mahtani and Alan Nolan, Directors of our Responsible Emerging Markets Equities, for our quarterly update on our Responsible Emerging Market fund.
Recovery is on the tip of everyone’s tongue as we take another step towards a “Post-COVID” world. Sam and Alan discuss the risks faced by emerging market investors today, and how responsible, active investing can help mitigate these risks and unlock the true potential of this extraordinary growth story.
Join Nick Henderson, Director of our Responsible Global Equity Fund, on our quarterly updates on the Responsible Global Equity Fund. We will also give you the opportunity to ask Nick any questions you have on the fund as part of a Q&A session at the end of the webinar.
Vicki Bakhshi and Alice Evans from BMO’s Responsible Investment team will discuss how engagement has evolved in the two decades since BMO’s programme started in 2000; what best practice looks like today; and the priorities for the coming decade, including how BMO will be using engagement to support the achievement of the Sustainable Development Goals.
As voters head to the polling booths on 3rd November, the eyes of the world will be on the outcome of the US elections. Will it be a clean sweep for the Democrats, Biden in the Whitehouse but a Republican-controlled Senate, or more of the status quo? Or will we be dealing with impacts of a contested outcome?
Join us for our live, interactive webinar on 4th November to hear our BMO speakers analyse the result and give their insights on what this will mean for investment markets.