Whether you believe inflation is demand or supply driven, it is here and the central banks’ actions are adding to market volatility. Marcus Phayre-Mudge, manager of TR Property Investment Trust, will examine not only the income characteristics of property but also how the trust is exposed to those parts of the real estate environment that are still enjoying the effects of structural tailwinds, index-linked income and a shrinking supply of new development as building cost inflation bites.
How is F&C Investment Trust positioned against the current backdrop?
Paul outlines various trust-based estate planning opportunities using a realistic case study. He demonstrates practical examples of how and when trusts can be used to make significant IHT tax savings.
Graham Finlay will outline the key characteristics and differences between growth and value stocks. He will investigate which developed market regions are more exposed to growth or value and what could this mean for your clients' investment portfolios. Register now to watch live or later on demand
Could now be the time for real assets to come into their own?
Marcus Phayre-Mudge, manager of TR Property Investment Trust, believes offices are an exciting opportunity. Find out why in this 2 minute video.
Markets have been concerned that the global economic recovery and rebound in corporate earnings are poised to run out of steam. Paul Niven, manager of F&C Investment Trust, remains confident that robust growth can continue, despite worries about rising inflation and stretched equity market valuations.
Register for an online version of our recent technical seminar roadshow. Our speakers will explore two topics: Session 1: Tax planning opportunities for advisers and your clients and Session 2: Evolution of Responsible Investment in financial advice
There are a number of tools that China, the world’s biggest emitter of CO2, can employ to help meet its target of being carbon neutral by 2060. We look at renewable energy, electrification, carbon pricing and the opportunities in new technologies, and ask what it all means for our portfolio holdings.
Deaths resulting from antimicrobial resistance could rise to 10 million per year by 2050. Companies in the animal health industry have an important role to play in stopping the spread of superbugs. Discover some of the steps businesses can take to counter the threat with our latest ESG Viewpoint.
If we carry on as we are, it’s estimated that we’ll need 3 planets to support the way we live. That’s a stark warning that the dominant linear model of ‘take-make-dispose’ is deeply unsustainable. Watch the latest video from BMO GAM’s Portfolio Manager, Sacha El Khoury to find out more on this pressing issue.
Increasing demand among consumers and financial advisers has put responsible investing centre stage. But the disparity of approaches, products, regulation and policymaking raises questions, not least for asset managers and advisers. Information and clarity are needed. Read BMO GAM’s latest article to find out more.
Technical seminars to refresh and improve your knowledge
The world’s oceans are in crisis, and investors have a critical role to play in resolving this.
The global challenges we’re facing may seem daunting, but they also present real opportunities to create a more sustainable future – and that’s exactly what the BMO SDG Engagement Global Equity Strategy aims to achieve, by investing in and engaging with companies in alignment with the UN Sustainable Development Goals (SDGs). Claiming this ambition isn’t enough – at BMO we must demonstrate how we are working towards it. Our impact report illustrates our commitment to reporting transparency and depth of disclosure. Discover the Strategy’s alignment to the SDGs and their underlying targets, as well as updates on key themes and related impact metrics.
How will the property sector look going forward?
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.
It is challenging to summarise a mega trend that is as mega as Health & Wellbeing. It encompasses several sub-trends ranging from shifting demographics, to rising healthcare costs, access to healthcare, mental health awareness, nutrition, and the list goes on. But how do the challenges of the 21st century affect our health and wellbeing? Read the latest article from Sacha El Khoury as she discusses this question.
Robert Plant, Director, Multi-Asset Solutions, takes a detailed look at the Q2 earnings season and explains what has been driving equity markets higher, and what this means for multi-asset portfolios.
The financial sector’s role in the transition to a more sustainable world is a crucial one. Meet innovative companies tackling financial exclusion and helping tech, healthcare and environmental solutions providers do business.