Markets in Focus Webinar | Wednesday 29th July

How do you stay on course when markets take an unexpected turn?

With equity risk quietly building in Asia, geopolitical conflict reshaping global trade, and retail investors searching for the next big opportunity, the investment landscape has rarely been harder to read. Catch up on this month's Markets in Focus webinar and leave with the context your clients need.
 
Catch up with the IBOSS Investment Team as they share where they see opportunity, where they remain cautious, and how portfolios are being positioned for the months ahead. This session is designed to give advisers a clear market view to support client conversations.

In this session, we covered:
•    What's driving markets right now - sovereign debt pressures, equity concentration risk in Asia, and the geopolitical backdrop of Ukraine and the Middle East. 
•    Where we see opportunity and where we're cautious - from the renewed case for real estate to where retail capital may flow next after Bitcoin, meme stocks and private markets. 
•    IBOSS portfolio positioning - how we have navigated the latest market moves, and where allocations stand today.
•    What's on our radar for the months ahead - geopolitical developments and the next wave of retail investor behaviour.

Meet with the Managers North West | Thursday 17th September

Register your interest now for our upcoming North West event.

This is an exclusive, in-person, CPD event with the IBOSS Investment Team including guest speaker, Martin Coyle, Co-Founder of Mabel Insights.

This session offers the opportunity to learn more about our investment approach, what differentiates our portfolios, and how current market trends are shaping positioning. You’ll also gain insight into how Mabel Insights’ tools can support deeper understanding for both you and your client's investment research.

There will be time to meet the team, ask questions, and take part in open discussion around markets, performance, and the thinking behind our investment decisions.

Time: 10.00am arrival & coffee, 10:30am start, 1:00pm finish, buffet lunch & networking.

Location: Cottons Hotel & Spa, Manchester Road, Knutsford, WA16 OSU.

Register Now.

Ask the Managers Webinar | Tuesday 16th June

Every adviser has questions they'd like to ask an investment manager.

Why are you positioned that way? What are you worried about right now? Where do you see opportunities? How do you select funds? Is active management finally having its moment? What happens if markets take another turn?

Our Ask the Managers webinar gave viewers the opportunity to ask exactly that.

Catch up with Chris Metcalfe, for an interactive session where he answered your questions on markets, portfolios and investing.

Meet The Managers Q2 Webinar | Wednesday 20th May

Retirement investing has changed.

Higher inflation, shifting interest rate expectations, increased market volatility and longer retirements are creating a much more complex environment for clients taking income from portfolios.

And for advisers, the challenge is no longer simply generating returns. It’s helping clients draw sustainable income while staying invested through uncertainty and avoiding mistakes that can permanently damage long-term outcomes.

Catch up with the IBOSS Investment Team, where we explore the realities of decumulation investing in today’s market environment and discuss the key risks, opportunities and portfolio considerations advisers should be thinking about right now.

Our Economist, Rupert Thompson, also provides an update on the current inflation and interest rate environment, what markets may be getting right and wrong, and why this backdrop matters so much for retirement income planning.

In this session, we cover:
- The current outlook for inflation and interest rates
- Why inflation remains a major challenge for retirement planning
- Sequencing risk and managing withdrawals through volatility
- The role of diversification and natural yield in decumulation
- How the IBOSS Decumulation portfolios are positioned today

Markets in Focus Webinar | Wednesday 29th April

With shifting leadership across regions, changing rate expectations and continued uncertainty across global markets, April’s Markets in Focus webinar will step back from the daily headlines and focus on the bigger picture.

Join the IBOSS Investment Team as they look across all areas of the market, sharing where they see opportunities emerging, where they remain more cautious, and how portfolios are being positioned for the months ahead.

We’ll also review the recent performance of the IBOSS portfolios, looking at how they have navigated the latest market moves.

This session is designed to give advisers and planners a clear market overview to support client conversations.

In this session, we’ll cover:

• The key themes shaping markets right now
• Opportunities and risks across regions and asset classes
• A review of recent IBOSS portfolio performance
• How portfolios are positioned today
• What we’re watching for the next quarter

Ask the Managers Webinar | Tuesday 25th March

Every week seems to bring another headline. Political tensions, policy shifts, global conflicts, and advisers are left asking the same question:

What’s the real impact on markets and client portfolios?

Catch up with our latest Ask the Managers webinar, where the IBOSS Investment Team cut through the noise and discussed what matters, what doesn’t, and how current events are shaping investment decisions.

Alongside a discussion on the latest market developments, the team answered questions from advisers and planners from investment philosophy and fund selection to portfolio positioning, market views and how money is actually being managed day to day.

Meet The Managers Q1 Webinar | Wednesday 25th February

Two key conversations we're currently having with advisers: active versus passive and sustainable investing.

Markets have already covered a lot of ground this year and, a month further in, some clearer themes are starting to emerge.

Join the IBOSS Investment Team for our Meet the Managers Q1 webinar, where we’ll take stock of how markets have evolved since the start of the year, what’s changed, and what still matters for client portfolios.

Then, we'll turn to one of the most persistent questions we face: active versus passive. In the current market environment, we’ll explore how this debate is evolving, where each approach can add value, and what it means in practice for client outcomes.

The session will then focus on our investment philosophy, with a closer look at how it’s applied within our Sustainable MPS range. We’ll discuss how we think about sustainability alongside diversification, risk management and long-term returns, and how these portfolios are positioned in today’s market backdrop.

This webinar is designed to support adviser conversations and provide clear, usable insight you can take straight into client discussions.

Markets in Focus Webinar | Wednesday 28th January

2026 has got off to an eventful start.

The FTSE 100 has finally hit 10,000, Latin American markets have surged, and the relative unwind across the Magnificent Seven, US equities and tech has continued to gather pace. The question is whether this is simply early-year noise or the beginning of a more meaningful shift in market leadership.

With the dust now settled on 2025, we can also confirm it was our strongest performance year to date. But, as we look ahead, how are we approaching portfolio positioning this year? Are passive strategies equipped for what comes next, or will active managers have the edge? And as familiar market narratives are challenged, how quickly will consensus catch up with reality?

Catch up on our first webinar of 2026, where Chris Metcalfe, CIO & Managing Director, and Chris Rush, Investment Manager, share their views on the latest movements and what matters most now for you, and your clients.

CPD accredited.

Ask the Managers Webinar | Tuesday 16th December

Join Us for Our Final Webinar of 2025: Ask the Managers

As we round off a truly eventful year, our December session gives you the chance to put your questions directly to the IBOSS investment team. Whether you want clarity for year-end planning, where opportunities will lie in 2026 or support for client conversations, Ask the Managers is the perfect opportunity to get the answers you need (and to top up your CPD before year-end).

We’ll also be covering:
• Market review 2025 — the themes, surprises and turning points that mattered
• Portfolio performance — how IBOSS ranges navigated the year and key drivers of returns
• Outlook for 2026 — positioning, opportunities on the horizon, and areas we’re approaching with caution

As always, we highly encourage you to submit your questions in advance so the team can address the topics that matter most to you. Please send to mark.douthwaite@ibossltd.co.uk

We look forward to seeing you there and wrapping up the year with insights you can put straight into practice.

Meet The Managers Q4 Webinar | Tuesday 25th November

What a year it’s been for markets. From Trump 2.0 to DeepSeek AI, and a shifting global order that’s challenged long-held assumptions, 2025 has reminded investors that diversification and perspective matter more than ever.

Catch up on our final Meet the Managers webinar of the year — which was held on the eve of the UK Autumn Budget announcement — as Chris Metcalfe and Chris Rush explored the forces shaping portfolios and investor behaviour this year.

They discussed:

- How global markets have performed through 2025 — and what’s driving the winners and laggards.
- What past market cycles can teach us about navigating the years ahead.
- Why fund selection has been pivotal this year, and how it’s influenced IBOSS portfolio outcomes.
- Whether diversification, now back in vogue, still means what we think it does — and what true diversification looks like in practice.
- IBOSS performance so far this year and how the team are positioned amid ongoing political and geopolitical shifts.

Whether you’re an adviser looking to contextualise client conversations or gain insight into how the IBOSS team are navigating the “new world order”, this is a session not to be missed.

Markets in Focus Webinar | Tuesday 21st October

Markets are moving. Are your clients on the right track?

From gold’s surge to the dollar’s decline, and from surprise Fed cuts to President Trump’s latest tariffs, 2025 has been anything but straightforward for markets.

There’s a growing gap between what’s making headlines and what’s driving real returns. Commodities are outperforming tech, popular regions are lagging, and volatility is back on the radar. In times like these, clients are asking more questions—and advisers need answers.

Catch up with the IBOSS Investment Team in this webinar as they unpacked the latest global developments, explored what’s really moving markets, and provided a timely update on how our portfolios are performing through it all.

If your clients are asking about what’s next, this is your chance to stay ahead of the conversation.

Ask the Managers Webinar | Tuesday 16th September

Multi-Asset Perspectives in 2025

We were delighted to welcome back Charlotte Yonge, Fund Manager of the Trojan Ethical Fund, to this month's Ask the Managers webinar.

In 2025, advisers have had to navigate a landscape that’s shifting faster than ever, with markets and clients demanding more attention. Interest rates, inflation, and geopolitical risks have combined to create an environment where advisers, clients, and their portfolios can no longer afford to stand still.

Like IBOSS, Charlotte is a multi-asset investor, and she joined the IBOSS team to give a unique perspective across equities, bonds, alternatives, and gold.

During the webinar we discussed where opportunities lie today, how portfolios are holding up, and what advisers should be watching for their clients during the rest of the year. Including the opportunities for clients who wish to invest with ethical values in mind.

This session will give you fresh, multi-asset insights — plus practical talking points you can use in client conversations straight away.

Meet the Managers Q3 Webinar | Tuesday 19th August

Catch up now on a special edition of our Meet the Managers webinar series, featuring our CIO and Managing Director, Chris Metcalfe.

The session opened with a Q&A-style conversation designed to help you get to know the man behind the IBOSS investment philosophy. We also explored how he landed in financial services straight from school, his early career as a financial adviser, the journey that led to the founding of IBOSS, and how those experiences shaped the creation of our adviser led, client-first approach.

In the second half, we shifted focus to the markets—covering key developments impacting your clients right now, including:
• The accelerating decline of the US dollar and the implications for portfolios
• Emerging opportunities in European equities and EM debt
• The economic and geopolitical impact of Trump’s second presidency
• How IBOSS portfolios are currently performing in 2025 and how we’re positioned to navigate this new era of structural change

We also discussed how active management is reasserting its value in fixed income, and why true diversification is more important than ever.

This webinar is a great opportunity to hear a pragmatic take on today's markets from someone who’s been on both sides of the advice-investment fence.

Markets in Focus Webinar | Tuesday 29th July

Trump 2.0, dollar devaluation, deglobalisation—and a new investing cycle already underway.

Since the pivotal US election last November, global markets have been recalibrating at speed. The early months of 2025 have brought significant shifts in geopolitics, currency strength, and capital flows—raising serious questions about yesterday’s investment strategies.

In our Markets In Focus webinar, we focused on what matters to you and your clients. We also introduced our brand-new Blended MPS range — nine cost-effective, risk-rated portfolios offering a near 50/50 mix of active and passive funds, combining the best of both worlds for the modern-day investor.

The session explored:

- Why deglobalisation is more than a buzzword—and what it means for asset allocation

- Where diversification is working now—and how IBOSS portfolios are positioned

- Which regions are emerging as early winners under the second Trump presidency

- How a weakening dollar is rewriting the rules for Emerging Market debt

- What June’s client behaviour tells us about investor psychology—and opportunity

- Introduction to our brand new Blended MPS range

You’ll leave with actionable insights and a clearer view of how to talk to clients about performance, risk, and the path ahead.

Ask the Managers Webinar | Tuesday 10th June

Catch up on the latest instalment in our Ask the Managers webinar series, where we welcomed Rory Stokes, Portfolio Manager on the European Equities Team at Janus Henderson Investors.

With Europe entering what we believe to be a new era—driven by fresh stimulus, increased M&A activity, and a reduction in regulatory barriers—there’s a renewed sense of opportunity in the region.

This session explored:
- Why the current European environment is ripe for genuinely active small-cap investing
- How Rory’s top percentile fund is navigating today’s market landscape
- Why the fund has remained one of our strongest performers post-Trump re-election—up over 17% and second-best across our offering
- The role of diversification in a changing European equity sector

With more than a decade of consistent leadership and performance, Rory and his team offer valuable insight into where Europe might be heading next—and how advisers can take advantage.

Meet the Managers Q2 Webinar | Monday 12th May

Catch up on our latest Meet the Managers webinar—essential for advisers and planners navigating today’s increasingly volatile markets.

Cutting Through the Noise
In the first half of the session, our Investment Manager Chris Rush, shared critical insights on the latest global market developments.

With headlines dominated by US tariffs, shifting global alliances, and heightened recession risks, understanding what really matters for your clients has never been more important. We also helped you tackle the tough client questions—providing clear, actionable points to help you steer conversations confidently through uncertain times.

Diversification Done Differently
In the second half, we spotlighted one of IBOSS’s most fundamental strengths: true diversification.

Since 2008, we’ve built portfolios differently, delivering a robust, genuinely diversified approach that goes far beyond the industry norm. In today's markets, full-spectrum diversification is not a nice-to-have, it’s essential.

Discover how IBOSS does diversification differently, and why it’s helping advisers and their clients stay better protected and better positioned in today's market environment.

Markets in Focus Webinar | Tuesday 15th April

After years of markets rewarding momentum and mega-cap concentration, the investing environment has shifted.

For significant periods post the global financial crisis, active management and diversification were out of favour. But as we head into Q2 2025, those dynamics have flipped, and the risks are growing for portfolios still anchored to yesterday’s strategies.

Trump 2.0 has increased US valuation pressures and geopolitical instability, clients are asking tough questions—and with AI hype fading and valuations normalising, they have every reason to.

In this session, we covered:
-Why static allocation models are underperforming
-How our diversified approach has delivered in Q1’s turbulent conditions
-Why diversification could be entering a new cycle of relevance not seen since 2018
-How growing US valuation risk, exacerbated by global trade tensions, is being overlooked by many

Even if you don’t fully subscribe to our investment philosophy, understanding the dangers of “set and forget” models has never been more important.

Watch on demand now to gain valuable market insight, practical talking points for client conversations—and earn accredited CPD while you're at it.

Ask the Managers Webinar | Wednesday 19th March

Catch up on our webinar - Ask The Managers, where we put the spotlight on Asia and emerging markets alongside special guest Jonathan Pines, Lead Portfolio Manager at Federated Hermes.

Jonathan has been at the helm of their Asia ex-Japan strategy since 2009, bringing deep expertise in uncovering opportunities across these dynamic markets.

What was covered-

- Asia & Emerging Markets in 2024 – Where are the opportunities, and what risks should advisers be aware of?

- DeepSeek & the AI Disruption – China’s DeepSeek AI is reshaping tech, but will it challenge the dominance of Nvidia and other US giants?

- China’s Economic Direction – What’s next after a turbulent period of policy shifts, real estate struggles, and slowing growth?

- Market Sentiment & Portfolio Positioning – How should advisers think about exposure to Asia in client portfolios?

Whether you’re bullish or cautious on emerging markets, this is your opportunity to hear first-hand insights from the experts.

Meet the Managers Q1 Webinar | Tuesday 18th February

Last year’s FCA paper on retirement income emphasised the need for advisers to adopt a distinct approach for clients in wealth decumulation versus accumulation. It outlined that a one-size-fits-all strategy is no longer sufficient, particularly as clients nearing retirement often face sudden changes in their personal and financial circumstances.

At IBOSS, we are uniquely positioned to support you, whether you’re just starting your Centralised Retirement Proposition (CRP) journey or are further along the path. Since 2008, our decumulation portfolios have effectively supported clients making withdrawals by offering risk-managed options across 7 portfolios, providing accessible yields, smoothing returns, and aligning with capacity for loss and withdrawal needs.

During our Q1 Meet the Managers webinar, we showcased our Decumulation MPS range and our investment philosophy, demonstrating how we manage portfolios to deliver stability, resilience, and growth. We also explored how our principles and methodology underpin the decumulation range, ensuring it performs effectively even in uncertain market conditions.

Watch on demand now to explore the strategies and insights that can help you confidently guide your clients through their financial journeys, transitioning smoothly from wealth accumulation to decumulation with confidence.

Markets In Focus Webinar | Wednesday 22nd January

As we step into 2025, markets are at a pivotal crossroads, shaped by evolving geopolitical developments, shifting inflation trajectories, and central bank policies. Catch up with the IBOSS Investment Team, including our Chief Economist Rupert Thompson, who delivered a comprehensive analysis of these critical factors and their potential impact on markets.

We let the first few weeks of the year unfold to ensure we could provide you with the most relevant insights. The webinar discussed expected market volatility and highlighted strategies to navigate potential turbulence. We explored investment opportunities across various sectors and valuations in global markets, as well as providing insights into the US market, including discussing the recent warnings around potential subdued long-term returns, and explained why dismissing the US entirely could be premature.

So, what will be the main drivers in performance this year, and what sectors and geographies should investors be looking to exploit for healthy returns?

This webinar will empower you with the knowledge to identify risks and opportunities for the year ahead and ensure you’re equipped to keep your clients informed and prepared.