Name: BMO Adviser Edge: Practical use of trusts for estate and IHT planning
Start: 2022-03-23T11:00:00Z
End: 2022-03-23T11:00:52.000Z
Location: BrightTALK
Rating: 4.7

At Columbia Threadneedle Investments, we invest to make a difference in your world, and the wider world. Millions of people rely on us to manage their money and invest for their future. Whatever world you want, our purpose is to help you achieve it. We do this by being globally connected, intense about research, having a responsible ethos, and a focus on continuous improvement.   

You are invited to join our interactive webinar where Steven Bell, EMEA Chief Economist, will cast his eyes to what lies ahead for economies and markets in 2025.

As well as health checking key economic regions and assessing the prospects for inflation and interest rates, Steven will explore the potential impacts of a new Republican administration in the US and beyond.

What are the relative attractions of equities versus bonds and where do opportunities exist from a geographic perspective?

Opening Bell 2025

Join Paul Green and Anthony Willis from the CT Multi-Manager team as they review predictions made at the start of 2024 and assess portfolio positioning and performance.
During this interactive event, they will reflect on significant shifts in financial markets, economics, and politics in 2024 and look forward to how these changes present both threats and opportunities in 2025.

CT Multi-Manager: Review and outlook for 2025

After a tumultuous year of political and economic change, our Chief Economist, Steven Bell, will review market performance in 2024 and look ahead to 2025.

Closing Bell 2024

It was a strong start to the year for equities. The AI trade has once again dominated, and markets have shrugged off a range of geopolitical risks, but where do we go from here?

Despite the recent market concentration, we believe that equity investors with diverse portfolios can prosper.

Structural themes such as decarbonisation, deglobalisation and digitalisation have created a broad opportunity set, with earnings growth to be found across a wide range of industries and geographies.

Join us live or on demand to hear FE Alpha Manager Hall of Fame veteran David Dudding and Client Portfolio Manager Andrew Harvie discuss why our approach to quality sees us well-placed for such an environment and how this is reflected in the Global Focus strategy.

Unknown pleasures – a new era for equity investors

We’ve moved past peak interest rates and with a dislocation between share valuations and the true value of underlying property assets, real estate equities look well placed.  Join us and find out how we’re selectively targeting value in key markets.

• Real estate equities often outperform broader equities once we past the peak in interest rates  
• We see scope for a near-term capital value kicker. Longer-term income streams look set to remain the key driver. 
• Selectivity is key – why we focus on well managed quality businesses in the right sectors and locations.
• We see little oversupply in key markets and seek out pockets of rental growth. There is a positive outlook for sectors like logistics, data centres and prime retail in tourist hotspots.
• How we consider real estate opportunities at home, across Europe and globally.

Why it’s the REIT time to rethink your property exposure

Although equity and fixed income markets have been positive year to date, the fourth quarter of 2024 is full of events that could have significant consequences on asset prices and financial planning. The US elections and the Federal Reserve rate cutting cycle will likely have more impact on a global stage, but the UK budget could have more profound long-term consequences for UK investors. Universal Portfolio Managers Robert Plant and Keith Balmer will review where the Universal MAP range has made money this year, detail the recent changes to positioning and discuss their expectations for the economic outlook.

CT Universal MAP range – Q3 update and outlook

One of the key beliefs of our corporate governance principles is that well governed companies are better positioned to manage risks and identify opportunities. A relevant and suitably diverse mix of skills and perspectives is critical to the quality of the board. Our empirical research shows that companies with insufficient board gender diversity may have higher distinct risk – and these results are robust and consistent over time and across markets. 

In this webinar, we will discuss our empirical research and explore to what extent sophisticated portfolio construction or voting and engagement can be solutions to mitigate the unintended risks of insufficient board diversity. We will also highlight how our engagement efforts, focused on improving gender board diversity in Asia, are showing good progress.

ESG Webinar:  Does board gender diversity affect stock risk (and how can investors mitigate the risk)?

The US economy is slowing and there is talk of recession. Growth in Europe is anaemic. By contrast, the UK looks set to enjoy the fastest growth in G10 this year. This will influence central bank policy but the main objective is to get inflation to target. Once again there are divergent trends at work. Steven Bell, our Chief Economist, will discuss what this all means for interest rates and financial markets.

Recession, inflation and interest rates cuts: what does it all mean for markets?

The landscape of sustainable investing has changed dramatically in recent years. No longer a niche part of the investment market, it is now mainstream, with assets invested in Sustainable funds increasing ten-fold over the last decade.
 
The dramatic rise in sustainable investment has been driven largely by two main reasons; increased public interest in sustainability issues but also the significant change in regulation both globally and in the UK. However, there is still confusion and skepticism around how Sustainable funds are managed and just how sustainable they actually are.
 
In this webinar Graham Finlay of Columbia Threadneedle Investments will be joined by Julia Dreblow of SRI Services and Alexander McGregor, Head of Policy at SimplyBiz. They will explore the key considerations around the developments of the sustainable investment marketplace, with a focus on the recent FCA's Anti-Greenwashing rule and the forthcoming Sustainable Disclosure Requirements (SDR) and investment labels. Investigating what the implications are for both Financial Advisers and Clients.

Learning outcomes :
 
• Consider how the market for Sustainable Investment has changed through both client demand and UK / international regulation
• Summarise key regulatory changes, such as SDR and discuss how this is impacting the market for Sustainable Investment in the UK Advice Sector
• Identify the interconnection between a client’s sustainable preferences and Consumer Duty

Where are we now with Sustainable Investing? SDR and beyond

Alongside a review of 2024 so far we’ll be casting our eyes forward to themes reshaping our world from a sustainability perspective.  We’ll be diving deep into how we’re working to tap into this potential through quality companies supported by structural megatrends.

CT Responsible Global Equity: H1 2024 review and outlook

As we move into the second half of 2024, Anthony and Adam will ‘mark our homework’ by looking back at the 24 predictions made for 2024 at the start of the year and consider how close / wide from reality things have turned out so far. They will review portfolio performance, discuss the economic, political and market outlook for the second half of the year, and changes they have made to the portfolios over the past quarter.

CT Multi-Manager Team: H1 2024 review and outlook

With Labour victory at the UK election on July 4, Steven Bell, EMEA Chief Economist, will set out the economic and fiscal background that the new government will face, discuss likely tax and spending plans and look ahead to the Presidential race across the Atlantic.

Life Under Labour: new Government, budget plans and impact on the economy

Healthy economies depend on healthy people. The steady gains in life expectancy and average population health made over decades have been stalling in many countries due to a confluence of factors including lifestyle related diseases such as cardiovascular conditions and diabetes.

Public health becomes an ever more critical issue for investors. We need to take into account how shifting regulation, workforce expectations and consumer choices are likely to impact investment risk and opportunity. We engage companies in the healthcare sector and beyond to better understand their exposure and strategic decision-making around these trends, and to encourage a responsible approach to impacting public health.
In this webinar, we will provide insight into our research and engagement on public health topics, including a deep dive into our project Diversity in Clinical Trials.

ESG Webinar: Health matters – public health with an investor lens

After a long period of underperformance, a new cycle may be emerging in smaller companies. If history is a guide the initial recovery should be strong. Join Nish Patel, Lead Portfolio Manager for The Global Smaller Companies Trust and Darius McDermott, Managing Director at Chelsea Financial Services as they discuss what the future may look like for Global Small caps.

Global Small caps - preparing for a new cycle

The US economy has been leading the way since the lockdown ended with growth in the UK and Europe remaining anemic. But growth in the US seems to be slowing which should create room for the Federal Reserve to cut rates. Meanwhile economic recovery in the UK & Europe means global growth should be maintained. Steven Bell, Chief Economist, will discuss the outlook and draw conclusions for financial markets.

Are we heading for the Goldilocks scenario?

After an exceptional 2022, the UK reverted to recent times with a big underperformance in 2023 – which also saw the continued domination of the Magnificent 7. With money continuing to disappear from the market, some potential catalysts for change could be emerging. Join Jeremy Smith and James Thorne as they delve further into this alongside an update on the CT UK Equity Income and CT UK Smaller Company and Mid 250 funds.

The Good, the Bad and the UK Stock Market

Since the end of the pandemic, the US has outperformed with lower inflation, better growth and as stronger stock market. In the year ahead, we can expect Europe and the UK to close the gap on growth, beat the US on inflation and be more competitive in terms of equity performance.

Is the US set to underperform Europe and the UK?

With inflation seemingly beaten and central banks set to flip into rate cutting mode what are the implications for financial markets?  We assess performance in the first quarter of 2024 and dive deep into recent investment activity and discuss how our portfolios are positioned.

CT Multi-Manager team - Portfolio update and outlook

Paul will outline 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.

BMO Adviser Edge: Practical use of trusts for estate and IHT planning

Structured CPD;

Estate planning

Inheritance tax planning

Investment Strategy

Investment Management

Financial Planning

Join this highly engaged community of UK financial advisers as they share peer-to-peer best practice advice. Find content related to investment and economics, better business practices, client acquisition and client referrals for financial advisors, as well as tax and pension advice. Further the engagement by presenting and participating in live interactive webinars and videos.

UK Financial Advisers

This community is for investors who work within the European market providing client and portfolio management advice. Join to learn from trusted investors on the latest trends and account strategies for delivering consistent results and long term success.

European Investors

This community is for institutional investors responsible for managing large-scale funds. Join to learn how top institutional investors are managing their organization’s shares, influencing the market, and what tips they have for successful investment strategies.

Institutional Investors

Get powerful financial planning and analytics insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge and drive optimal financial performance for your company.

Financial Planning and Analysis

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

BMO Adviser Edge: Practical use of trusts for estate and IHT planning

Presented by

About this talk

More from this channel