Macro views

BMO Multi-Manager People Perspectives

Mutli-Manager People update 29th October 2020
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Macro views

Vaccines + elections = great uncertainty

Macro Update 26 October 2020
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Responsible Investment

The ESG implications of COVID-19: Annual General Meetings (AGMs)

Discover how COVID-19 has pushed AGMs around the world into an online format.
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3 min read

Market roundup: short-term uncertainty but silver linings

Peter Hewitt, Manager of BMO Managed Portfolio Trust, discusses the short-term risks he sees in the market and points out some important silver linings.

3 min read

Value (and quality) matters

Phil Webster explains how recent weakness allowed him to invest in quality names at the right price and discusses a rare IPO addition to BMO UK High Income Trust.

2 min read

Raising the bar - European Assets Trust

Adding to quality businesses at attractive valuations is just one of the themes explored in Edison’s recent research note on European Assets Trust.

2 min read

Latest Kepler Trust Intelligence report on BMO Commercial Property Trust

With the Trust trading at a wide discount, Kepler suggest that there’s potentially value in the current share price.

3 min read

Investment trusts: dependable dividends during the crisis

Many investment trusts have committed to or even increased dividends recently, despite the ongoing economic crisis – Peter Hewitt explains why.

4 min read

Perspectives on global smaller companies

Peter Ewins discusses the impact of COVID-19 before suggesting where opportunities may be found in the future.

4 min read

Positioning commercial real estate to outperform

Peter Lowe discusses the unprecedented challenges to the real estate market due to Covid-19, and what we are doing to navigate the challenging market.

3 min read

The global economy: on the road to recovery?

F&C Investment Trust Manager Paul Niven explains why he believes the global economy is on the road to recovery, and highlights what the new environment could mean for markets.

3 min read

Stock picking to protect

Phil Webster, Fund Manager, explains why picking stocks that protect in times of market falls is as important as investing in companies to grow.

3 min read

Global equities – where to from here?

Paul Niven, Fund Manager of the F&C Investment Trust, provides an outlook on global equities.

3 min read

Retail – Not all doom and gloom

Richard Kirby discusses the challenges and opportunities facing the retail sector.

3 min read

Looking through a long-term lens: Can investment trusts help decode today’s markets?

In its March meeting, the US Federal Reserve (Fed) surprised many by adjusting its rate hike path down

4 min read

Market perspectives

Paul Niven – manager of F&C Investment Trust – discusses some of the key economic trends.

3 min read

Style over substance

At the risk of offending my fellow investors, I’ve noticed an increasing number of stock pickers explaining their disappointing performance through style or investment factors as though these are outside of their control.

3 min read

Europe 2019: A bright first half for small caps

The Internet has changed the way we shop, causing trouble for traditional retailers and landlords.

3 min read

Solid foundations for the BMO Commercial Property Trust Limited

The Internet has changed the way we shop, causing trouble for traditional retailers and landlords. How does this affect our allocation to the sector?

3 min read

Meet Phil Webster

Meet Phil Webster, Fund Manager of the BMO UK High Income Trust

3 min read

Do deadlines really matter?

Julian Cane discusses the etymology behind the word and why they lack significance in his portfolio

4 min read

Market perspectives

Paul Niven discusses the state of the world economy and assesses the prospects for markets from here.

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