Events

Markets In Focus Webinar | Wednesday July 24

Join us for our July edition of the Markets in Focus webinar, presented by the IBOSS Investment Team.

As we move past the halfway mark of 2024, our experts will delve into a comprehensive analysis of the current market landscape, exploring various asset classes and geographies.

In this webinar, we will:

Review Market Performance: Assess which areas have excelled for investors and identify those that have fallen short of expectations. Discover any surprises in over or underperformance that have caught our team's attention.

Portfolio Adjustments: Discuss the strategic changes we are considering for portfolios as we navigate through the remainder of the year. Learn about the opportunities we believe investors can capitalise on between now and December.

Economic Insights: Gain valuable insights from Rupert Thompson, IBOSS Chief Economist, as he provides an update on the economic landscape. Understand the impacts on market performance and uncover any potential key takeaways for clients following the first few weeks of the new Labour government.

This session is designed to equip you with the knowledge and foresight needed to make informed investment decisions in a rapidly changing market environment and enable you to confidently answer client questions or concerns.

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Sector Spotlight Webinar | Tuesday 25 June

Despite historically being generally unloved, and in some circles outright dismissed, the UK market has shown resilience and strength, emerging as the developed world’s best performer in Q2 2024, so far, but can this rally be maintained?

Catch up with the IBOSS Investment Team alongside Polar Capital's Georgina Hamilton in an interactive Q&A session.

We took an in-depth analysis of the recent UK rally, exploring the key drivers and economic indicators that have contributed to its strong performance. We also discussed the UK's market valuation relative to historical averages and other global markets, highlighting potential areas of undervaluation.

CPD accredited.

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Meet The Managers Q2 Webinar | Tuesday 28 May

During our Q2 Meet The Managers webinar series we turned our attention to alternative investments, including commodities like gold and silver, as well as other risk assets. Learn how incorporating these assets into diversified investment strategies can help boost returns in certain market environments and reduce volatility.

In the second half of the session, we provided an introduction to our award-winning MPS range and uncovering the details of the IBOSS investment philosophy and approach. This part of the webinar is perfect for anyone unfamiliar with IBOSS or for any existing advisers and planners looking for a refresher, as well as some extra CPD hours.

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Markets In Focus Webinar | Tuesday 16 April

During our April webinar we focused on the recent FCA report on retirement income advice and its implications for advisers and planners.

We unpacked the key findings of the FCA's report, offering our insights and takeaways from an investment management perspective. Our discussion highlighted the critical aspects of the report and what these findings mean for advisers in the current investing landscape.

Our agenda also included navigating through the economic challenges of the year with Rupert Thompson, IBOSS Chief Economist, who provide a detailed look at the potential impacts on markets and how these factors are expected to influence portfolio performance in the second quarter.

Catch up on an informative session that aims to equip you with the knowledge and insights needed to navigate the complexities of retirement income advice and investment management effectively.

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Sector Spotlight Webinar | Tuesday 19 March

During our March webinar we were joined by Jonathan Pines from Federated Hermes, as the spotlight fell on Asia.

Asian countries are quite different from each other when it comes to investing, so this part of the world can be home to both the best and worst-performing global stock markets at any one time.

We are optimistic for Asian equities in 2024 and to discover the true potential of the region we drafted in expert guest speaker, Jonathan Pines from Federated Hermes.

Uncover highly attractive price-to-value ratios and explore lucrative opportunities awaiting proactive investors, as well as earning CPD accreditation.

Catch up now with our first Sector Spotlight webinar of 2024.

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Meet The Managers Q1 Webinar | Tuesday 20 February

During our February webinar we discussed our Investment Team's three most exciting opportunities for investors in 2024.

Chris Metcalfe and Chris Rush guided the audience through the dynamic landscape of 2024, highlighting the top three opportunities they believe have the potential to reshape clients' investment portfolios.

In the second half of the session, we provided an introduction to our award-winning MPS range and uncovered the details of the IBOSS investment philosophy and approach. This part of the webinar is perfect for anyone unfamiliar with IBOSS or for any existing advisers and planners looking for a refresher, as well as some extra CPD hours.

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Markets In Focus Webinar | Tuesday 23 January

During our January webinar we looked at how the first few weeks of 2024 have shaped up for markets and discussed the year ahead for investors.

As 2023 drew to a close many global stock markets were on an incredible run, with equities rallying throughout November and December.

Despite the recent rally in almost all risk assets, there remains more potential for much of the equity, bond, property and infrastructure markets heading into the new year. If you exclude the magnificent seven, prices are not that elevated and some are still relatively cheap, which is certainly good grounds for investor optimism.

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?

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Markets In Focus Webinar | Tuesday 12 December

During our December webinar we were joined by Charlotte Yonge, Fund Manager of the Trojan Ethical Fund.

Uncover the latest trends and market shifts in sustainable and ethical investing. We also took a closer look at the performance of the IBOSS Sustainable MPS range.

The FCA have recently announced a new set of measures designed to assist consumers in navigating the sustainable investment product market. The measures include an anti-greenwashing rule applicable to all FCA-authorised firms, ensuring that sustainability-related claims are fair, clear and not misleading.

Additionally, the FCA is introducing naming and marketing rules for investment products to ensure accurate use of sustainability-related terms.

As well as diving into the current investing opportunities for sustainable investors, we asked Charlotte for her views on the new FCA rules, if it will improve the sector and how it will impact her team.

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Meet the Managers Q4 | The US: What If?

In the ever-changing landscape of financial markets, it's crucial to stay ahead of the curve and anticipate potential scenarios that could significantly impact your clients' investments.

Catch up with the IBOSS Investment Team as they delve into the US and discuss the essential topics that investors need to be aware of to navigate these dynamic times successfully.

The team also take the time in the second half of the session to introduce our award-winning MPS range. Uncover the details of the IBOSS philosophy and approach, including a breakdown of current portfolio construction.

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Markets In Focus Webinar | Monday 13 November

Human v Robo: (Quantifying the investor’s view on the value of human and robo-advice)

During our November webinar we were joined by guest speaker, Paulo Costa, a Senior Behavioural Economist within the Vanguard Investment Strategy Group.

Paulo explored the results of a comprehensive survey conducted by Vanguard, featuring insights from over 1,500 investors who have experienced the realms of human advisory, digital services, or a combination of both.

While more than 90% of human-advised clients say they would not consider switching to digital, 88% of robo-advised clients would consider switching to a human adviser in the future.

Catch up now, as we discuss the human touch, emotional connections, and the quantifiable value a human adviser can bring, as well as analysing the true impact on clients' investments and overall financial well-being.

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Markets In Focus Webinar | Tuesday 24 October

Catch up with the IBOSS Investment Team as they explore the newly named IBOSS Decumulation MPS range in more detail and explain the benefits it can offer when it comes to a retirement income option for your clients.

In Q1 2023, the FCA began conducting a thematic review of retirement income advice and aim to publish an impending report setting out their findings during Q4.

In this review, they will examine how the retirement income advice market is functioning and will also focus on how firms are responding to changing consumer needs as a result of the rising cost of living.

Given the wider range of retirement options available, it is vital that consumers get good advice at the point they first access their pension savings and, where relevant, on an ongoing basis.

Advice in this area can be complex, so it is important firms understand the needs of their consumers and ensure they have adequate solutions available to deliver consistently suitable advice.

As well as discussing how IBOSS can support advisers and planners in this space ahead of the FCA's findings, we also looked at recent market movements and share the performance of the other IBOSS MPS ranges.

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Markets In Focus Webinar | Tuesday 19 September

During our September webinar we were joined by Mark Sherlock, Head of US Equities, Lead Portfolio Manager, at Federated Hermes Limited.

For most of the last 20 years, though not since 2018, the valuations of the US mid and small-cap indices have been higher than the S&P 500, but currently they trade on a near-record discounts. Furthermore, US small caps have underperformed for seven consecutive years, leaving the Russell 2000 index with a combined market value of less than Apple.

However, the argument for mean reversion is compelling and valuations are relatively cheap, therefore, there are some attractively valued investment opportunities in the small mid-cap space. But, is now a good time to get involved and invest for the long term, or is more patience required for investors due to macro-economic and geo-political factors?

Mark and the IBOSS Investment Team discussed the pros and cons of the current US SMID market and whether now is the right time for investors to increase their portfolio holdings.

We also had updates on the very latest performance from the IBOSS MPS portfolios with Chris Rush, IBOSS Investment Manager.

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Meet the Managers Webinar | Monday 11 September

Catch up with our exclusive one-off online event: 'Meet the Managers'.

Firstly, the team offer an unbiased opinion on the diversification versus concentration debate.

The hallmark IBOSS Investment Team then dove into the secrets behind their unique philosophy, including a breakdown of current portfolio construction and the team's view on what’s to come during the rest of the year for investors.

We also introduced the IBOSS MPS range for those unfamiliar with our award-winning service.

Watch on demand now and gain 1 hour CPD.

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Markets In Focus Webinar | Tuesday 15 August

During our August webinar we were joined by Matthew Rees, head of the global bond strategies team at LGIM.

Shifting interest rates and evolving market conditions can pose unique challenges for investors looking to capture fixed income opportunities, and many lower-risk investors were left disappointed following an abysmal 2022 for the asset class.

However, for investors who protected capital last year, the opportunities for fixed-income investors looks far more attractive from here than they have been for several years.

Catch up with the IBOSS Investment Team and Matthew to gain valuable, and in-depth, insights into the bond market as they discuss all the latest movements, including the possibilities for both higher yields and potential capital growth.

CPD accredited.

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Markets In Focus Webinar | Tuesday 18 July

Catch up with the IBOSS Investment Team, including the first webinar appearance for our Chief Economist, Rupert Thompson, as we review current market conditions.

Gain valuable insights into the market trends during Q2 and their impact on the IBOSS portfolios. Understand the current factors driving markets and their potential effects on future performance, and learn about the team's outlook for the coming quarter, including potential fund changes.

The team also discussed what the current risks to investors are; specifically looking at recession, inflation, currency and valuation risks. Before rounding up by sharing their views on the current opportunities for low-risk, high-risk and multi-asset investors.

Watch the replay on demand for an insightful session that is CPD accredited.

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Markets In Focus Webinar | Tuesday 13 June

During our June webinar we took a closer look at the current investing landscape for the UK with Ed Legget, Fund Manager of Artemis UK Select.

The UK economy has had more downs than ups over recent years, however, is it more resilient than people think?

There continue to be fears around a UK recession, but these may be overblown as we believe there are potential opportunities for returns from UK equities during 2023, and beyond.

Catch up now, where we also had updates on the very latest performance from the IBOSS Core portfolios with Chris Rush, IBOSS Investment Manager.

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Markets In Focus Webinar | Tuesday 16 May

During our May webinar we discussed the prospects for investing in infrastructure and were joined by the manager of the M&G Global Listed Infrastructure fund, Alex Araujo.

Over recent years, most of the property sector has seen its mantle seized by infrastructure which has played an increasingly important role for ensuring a client’s portfolio remains thoroughly diversified during challenging market conditions.

Alex provided expert insight into the alternative asset class, along with looking at where the opportunites may lie for investors in the coming months and years ahead.

As ever, we also had updates on the very latest performance from the IBOSS Core portfolios with Chris Rush, IBOSS Investment Manager.

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Markets In Focus Webinar | Tuesday 18 April

During our April webinar we took a look at how Q1 has shaped up for markets.

The geopolitical backdrop remains challenging, with no end in sight to the war in Ukraine and renewed tensions between the US and China, but what do these news headlines mean for investors?

Catch up with the IBOSS Investment Team who put Q1 2023 into perspective by sharing their views on the current investing landscape. We also took a closer look at the current factors driving markets and how they are impacting the performance of the IBOSS portfolios, along with discussing potential fund changes heading into Q2.

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Markets In Focus Webinar | Tuesday 21 March

During our March webinar we were joined by Sashi Reddy of Stewart Investors, live from Sydney, Australia.

Sashi is lead manager of the Worldwide Leaders Sustainability strategy and the Indian Subcontinent Sustainability strategy.

We took a more detailed look at the IBOSS sustainable range’s performance and discussed sustainable investing in Asia, as well as India’s investing prospects more specifically.

As ever, we also had updates on the very latest performance from the IBOSS Core portfolios, and IBOSS CIO, Chris Metcalfe, shared his views on the recent banking "crisis".

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Markets In Focus Webinar | Tuesday 21 February

During our February webinar we looked at how markets have performed during the early stages of the new year and what trends are beginning to emerge.

We were joined by Duncan MacInnes, Investment Director at Ruffer and manager of the LF Ruffer Diversified Return Fund which is held across various IBOSS ranges.

Many investors are hoping that the repricing of assets, following a turbulent 12 months, may provide some stellar opportunities for returns – but are we there yet?

Duncan and the IBOSS investment team discussed what they think may be required in portfolios during the months ahead, as well as the potential challenges to come in a journey through a much-changed market landscape.

As ever, we also had updates on the very latest performance from the IBOSS portfolios.

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Markets In Focus Webinar | Thursday 5 January

During our January webinar we took a look at the year ahead for markets and investors.

From an investment perspective, 2022 was a year which will live long in the memory for all the wrong reasons. Not a single asset class was immune from the extreme volatility that plagued markets as inflation and interest rates crept up.

Although an overused word, it’s fair to say that 2022 was ‘unprecedented’ in terms of how tough market conditions were, with bonds and equities falling in unison for only the second time in the past 20 years.

However, as the year drew to a close, many global stock markets began to claw their way out of bear market territory, and although they aren’t quite out of the woods yet, we believe the investing landscape is starting to look a lot more positive heading into 2023.

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

Catch up with the IBOSS Investment Team who shared their views on what they think will work well and what areas to avoid in the new year.

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Market Update Webinar | Thursday 15 December

During our December webinar we were joined by Mark Slater, Chairman and Chief Investment Officer at Slater Investments.

The UK economy, just like the rest of the world, is currently facing one of its toughest times in recent history and it may take some time to climb out of the rut it's currently in. That means there could be more volatility ahead.

However, for investors, the UK stock market is a separate entity to the economy and 2023 is starting to look more positive in terms of opportunities and the potential for returns. This includes the Slater Growth fund, which is held across multiple IBOSS ranges, and like many UK funds right now is looking cheap relative to history.

The Q&A session saw our Investment Team and Mark discuss the UK equity investing backdrop, and specifically where opportunities are being found, as well as any continuing Brexit effects and quantifying the outcomes of developing UK government policies.

We also had the very latest performance updates on the various IBOSS investment ranges.

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Market Update Webinar | Wednesday 16 November

During our November webinar we were joined by Jenna Barnard, Co-Head of Strategic Fixed Income at Janus Henderson Investors.

The interest rate-raising environment has provided the fixed income space many challenges this year. The developed world central banks, led by the US Federal Reserve, have badly misunderstood the inflation dynamics and are now playing catch-up.

Whilst the first nine months of 2022 have been some of the worst in history for fixed income overall, we think there are starting to be some opportunities for positive returns.

The Q&A session saw our Investment Team and Jenna discuss the fixed income sector in detail and what their plans are for the remainder of the year, as well as heading into 2023.

We also had the very latest performance updates on the IBOSS investment solutions.

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IBOSS Webinar October 2022 | Focusing on Clients' Mental Health

During our October webinar, and a day after World Mental Health Day, we were joined by Sue Altass and Hannah Cheshire, from Altass Cheshire.

Both Sue and Hannah are specialist mental health practitioners working with individuals, families and businesses, and have over 20 years’ experience in the NHS.

During our webinar, they discussed how financial advisers can meet the needs of vulnerable clients, as well as identifing and understanding mental health issues, in context to the financial services industry.

Financial health and mental health are often closely linked, money problems can be a major cause of stress and anxiety, causing mental ill health or exacerbating an existing mental health condition.

The Mental Capacity Act covers important decisions relating to an individual's property, financial affairs, and health and social care. It can help support people with possible memory impairment, their carers and professionals to make decisions, both now and in the future.

From prevention to peace of mind, and access to support when it’s needed, financial advisers have a duty of care to make sure their clients have the understanding and the capacity to make decisions in their best interest.

Watch on demand and learn more, as well as catching Chris Rush, IBOSS Investment Manager, for our latest portfolio performance update.

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Market Update Webinar | Tuesday 13 Sep

During our September webinar we answered all of our recent adviser and client questions.

We didn't have a guest speaker during September, so the IBOSS investment team focused on our latest performance in detail and shared our views on the current market conditions, taking a look at all the asset classes and various geographies.

Please see the time stamps below to view the sections of your choice:

IBOSS Core performance update (03.40)
Diversification in sector & geography (07.50)
Deciding between active or passive funds in the current market climate (08.35)
The importance of risk (20.00)
IBOSS Passive performance update (24.30)
IBOSS Sustainable performance update (31.21)
IBOSS Income performance update (33.55)

Market Update

World equity performmance update (36.50)
Finding diversification within equities (47.04)
Sector update | Fixed income (51.08)
Sector update | Property and infrastructure (54.30)
Sector update | Money market (55.16)
The impact of a strong dollar (56.13)
IBOSS Chinese holdings (57.38)
Future opportunities (01.02.00)

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Market Update Webinar | Tuesday 16 August

During our August webinar we were joined by Christopher Korpan, co-manager of the JPM Natural Resources fund.

The fund has been IBOSS' best performing fund over the past year, however, over the past couple of months many of the commodity prices that were at the centre of the current inflationary burst have slumped dramatically.

Christopher and our Investment Team discussed what has caused the rise and fall of commodities over the past year, including the supply and demand dynamics affecting oil, gold and energy.

We also looked at how climate issues affect the JPM team's strategy and how they plan to incorporate sustainable values into a sector that many consider to be the antithesis to ESG investing.

We also had the very latest performance updates on the IBOSS investment solutions.

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IBOSS Webinar July 2022 | Calculating Ratios in the Real World

Learn to calculate alpha, beta, Sharpe, and Information Ratio in the real world, with Michael Pashley from Practical Financial Exams.

During our July webinar Investment Manager, Chris Rush, ran through our usual performance update, including our latest ratio characteristics, before Michael demonstrated the calculation of the risk-adjusted returns for our Core MPS 4 portfolio.

Financial advisers can add significant value to their ongoing advice proposition by using risk-adjusted returns to evaluate portfolio performance. This can help the adviser make an informed decision as to whether any changes should be made to a clients plan at their next review.

In this session, you will learn how to calculate alpha, beta, Sharpe, and the Information Ratio quickly and efficiently using Microsoft Excel.

You don’t need to know algebra or be a mathematical genius, it’s straightforward, and once mastered can be calculated quickly.

How did the IBOSS portfolio stack up? You’ll need to watch on demand to find out!

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Market Update Webinar | Tuesday 14 June

During our June webinar we were joined by Duncan MacInnes, Investment Director at Ruffer and co-manager of the Ruffer Diversified Return fund.

Markets and investors continue to face a period of increased uncertainty following the arrival, and acceptance, of inflation, as well as the ongoing war in Ukraine. With both bonds and equities falling simultaneously, we discussed a wide range of topics effecting the current investing landscape.

Duncan and the team have experience investing in various assets, from vanilla equities and fixed income to gold, cryptocurrencies and the ever-popular asset, cash. Throughout the session Duncan and the IBOSS Investment Team were quizzed about where they think the opportunities may lay in uncertain market conditions and why an open mind, and a flexible approach, may be more important than ever for investors.

We also had the very latest performance updates on the IBOSS investment solutions.

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Market Update Webinar | Tuesday 24 May

During our May webinar we discussed the perpetual demise of the 60/40 portfolio.

Advisers have been hearing about the death of the 60/40 portfolio for many years. However, with the acceptance from the Fed’s Powell that inflation is not transitory, and even the perennially dovish ECB considering raising interest rates to combat rising prices, is it for real this time around?

If the 60/40 portfolio is really having an existential crisis, then what are the next options?

We also had the very latest performance updates on the IBOSS investment solutions.

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Market Update Webinar | Tuesday 12 April

Catch up with our guest speaker Catherine Yeung, Investment Director at Fidelity International.

Catherine covered a broad range of topics relating to Asian equities. Including; Chinas zero tolerance COVID policy, technology regulation, supply chain issues and provided an outlook for Asian equities against developed markets, alongside our Investment Team.

We also had the very latest performance updates on the IBOSS investment solutions.

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Market Update Webinar | Tuesday 15 March

Catch up with our guest speaker James Thomson, Fund Manager of Global Opportunities and Executive Director from Rathbones.

With the factors driving markets coming into question again, James and the IBOSS Investment Team faced a Q&A looking at central banks' hawkish rhetoric, the geopolitical issues effecting the global economy and how investors should be positioned given the current investing landscape.

The backdrop, both politically and from a macroeconomic standpoint, has few historical parallels, so there was a lot to discuss, along with how this might play out for global allocation and portfolio construction.

We also had the very latest performance updates on the IBOSS investment solutions.

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Market Update Webinar | Tuesday 15 February

During our February webinar we were joined by Chris Bowie, Partner and Portfolio Manager at TwentyFour Asset Management.

COVID threats, surging inflation, fiscal and monetary tightening, rising rates, and flattening yield curves could make 2022 a challenging year for bond investors.

Following a particularly interesting start to the year, the IBOSS Investment Team, alongside Chris Bowie, tried to make sense of today's complex investing landscape, looking into the issues facing fixed income and multi-asset investors alike.

We also had the very latest performance updates on the IBOSS investment solutions.

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Market Update Webinar | Tuesday 18 January

During our January webinar we were joined by Margaret Lawson, UK Investment Director at SVM.

Our Investment Team and Margaret discussed what the outlook looks like for UK assets, how they've performed over the pandemic and what their plans are for their own allocations in the year ahead.

We also had the very latest performance updates on the IBOSS investment solutions.

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Market Update Webinar | Tuesday 14 December

During our December webinar we provided background to our recent decision to become part of the Kingswood Group. We covered, in particular, enhancements to the adviser community of the IBOSS proposition, and what you can expect from us in 2022 and beyond.

Additionally, the IBOSS Investment Team looked the very latest performance drivers of the market and shared our fund positioning as 2021 draws to a close.

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Market Update Webinar | Tuesday 16 November

Catch up with our guest speaker Tom Nelson, Co-Head of Thematic Equity within the Multi-Asset team at Ninety One.

During the Q&A, Tom and the IBOSS Investment Team discussed the current and well publicised global energy issues. They took a closer look at why there is a global energy shortage, why prices are at record highs and if this will affect fund selection in the short term. They also delved into the medium to long-term future of energy and how the experts predict the transition from fossil fuels to cleaner options will play out. Finally, we discussed our fund and sector selection expectations across both our sustainable and core ranges.

We also had the very latest performance updates on the IBOSS investment solutions, with a particular focus on our Sustainable range.

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Market Update Webinar | Thursday 21 October

Catch up with our guest speaker Daniel White, North American Fund Manager and Value Investor from M&G Investments.

During the Q&A, Daniel and the IBOSS Investment Team discussed value investing, as the debate continues between growth and value styles in 2021, and in particualr they took a closer look at value investing via the US.

We also had the very latest performance updates on the IBOSS investment solutions, as well as sharing our views on the current market conditions.

If you don't want to watch the full webinar but would still like to hear the responses to some of the questions, please find the timings below for your convenience:

Product update (01.38)

Performance update (03.06)

Q&A
1 – Why did you decide to bring in another specific US fund into the portfolios in August, and why M&G North American Value? (24.20) 

2 – What exactly is a value stock by your definition? (27.00)

3 – Do you also invest in stocks that cannot strictly be labelled value? (29.45)

4 – Why have value stocks underperformed over the past decade? (31.35)

5 – The US market is very efficient; should I buy a US tracker? (38.08)

6 – Does the makeup of the US ‘value’ market look different to other geographies? (42.24)

7 – Can ESG be incorporated into a value fund considering the significant commodities weighting? (44.12)

8 – How do US income stocks fit into the growth versus value debate? (50.24)

9 – Do the regulatory actions of China have any read across for US technology firms? (54.14)

10 – What is the outlook for smaller companies and can they be labelled either value or growth? (01.00.18)

11 – Are there sectors you have never invested in, and if so, which and why? (01.02.22)

12 – How do you see your US exposure developing from here? (01.03.53)

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Market Update Webinar | Thursday 16 September

Catch up with our guest speaker Martin Haggart from Aegon.

Martin focussed on pensions death benefit planning. Specifically, helping clients fully understand what form of death benefits would be payable from each of their pension arrangements, how the benefits would be taxed and who the benefits would be paid to.

We also had the very latest performance updates on the IBOSS investment solutions, as well as sharing our views on the current market conditions.

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Market Update Webinar | Tuesday 17 August

Catch up with our guest speaker Chris Jones from DD|hub.

Chris discussed;
- What ‘research & due diligence’ means
- The FCA’s expectations
- How to approach it in practice

We also had the very latest performance updates on the IBOSS investment solutions and other market conditions.

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Market Update Webinar | Tuesday 20 July

Catch up with our Investment Team, who went through all the key talking points from the first 6 months of 2021.

They looked at the key drivers in performance, what changes they're implementing to our portfolios and what they're expecting for the second half of the year.

We put your questions to the Investment Team in the Q&A session hosted by financial journalist, Adam Lewis.

Want to skip forward to the questions that matter most to you?

Please find the timings below for your convenience;

Q&A
1 – Do you think the equity exposure in OEIC Fund 1 is sufficient? (12.13)

2 – Do you think that we are heading for the bond cliff that I have been warned about by various fund managers for over 15 years now? (15.06)

3 – What have been the biggest attributors and detractors to performance this year so far? (19.24)

4 – How important has fund selection been recently? (22.20)

5 – How has the outlook for inflation impacted your portfolio and view on assets? (25.29)

6 – Specifically, how has this affected your fixed income holdings? (27.59)

7 – This year we have heard in these webinars from a number of commodity and natural resources experts. Are you still positive on the asset class going into the second half of the year? (31.30)

8 – Do you see gold differently to the rest of the commodity complex? (35.16)

9 – What are your views on what will happen for the rest of the year in the value Vs growth debate? Is value still the style to be following? (37.27)

10 – You have been positive on UK equities since Q4 last year, but I see you have recently reduced your weighting slightly. What prompted this change and what is your view on the UK for the rest of the year? (40.47)

11 – 7 months in, how would you score President Biden’s progress and are you any more optimistic on US equities? (43.52)

12 – Why has China performed so poorly this year? (48.30)

13 – After an incredible few years, ESG funds, given their growth bias, have had a tougher year. Are we expecting this to continue and how is it affecting fund selection? (52.02)

14 – How has currency played into your portfolio positioning and performance? (55.26)

15 – What is your position on cryptocurrencies? (57.43)

16 – How do you see the portfolios performing over the next 6 to 12 months? (1.00.27)

We also had the very latest performance updates on the IBOSS investment solutions.

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Market Update Webinar | Thursday 17 June

Catch up with our guest speaker John Bennett from Janus Henderson.

John is Director of European Equities at Janus Henderson Investors and Portfolio Manager of the Henderson European Focus fund, among others.

During the session we discussed why there has been an increase in investor appetite for Europe and where the current best opportunities are. The affects of ESG legislation in Europe, the rate of the Euro and the growth versus value debate were also discussed, in what was a very insightful Q&A section.

We also had the very latest performance updates on the IBOSS investment solutions.

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Market Update Webinar | Tuesday 18 May

Catch up with our guest speakers Christopher Korpan and Veronika Lysogorskaya who manage the JPM Natural Resources fund.

Christopher, Veronika and our Investment Team discussed all things commodities. Including the supply and demand dynamics affecting oil, gold and energy, as we continue to live with the effects of the pandemic. We also looked at how ethical values are incorporated into a sector that many consider being the antithesis to ESG investing.

We also had the very latest performance updates on the IBOSS investment solutions.

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Market Update Webinar | Tuesday 20 April

Catch up with our guest speaker George Cheveley of Ninety One.

George is the portfolio manager for the Global Gold Fund and is also a metals and mining specialist in the Thematic Equity team.

In the Q&A session, hosted by financial journalist, Adam Lewis, George and the IBOSS Investment Team discussed all the latest market developments surrounding gold, mining and even explored a little bit of cryptocurrencies.

We also looked at the very latest performance updates for the IBOSS investment solutions.

Unfortunately, our Important Information wording isn't at the end of this recording, however we will send this on to you when you register to watch.

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Market Update Webinar | Tuesday 16 March

Catch up with our guest speaker Henry Dixon, Portfolio Manager on the UK Equities team at Man GLG.

Alongside our Investment Director, Chris Metcalfe and Senior Fund Analyst, Chris Rush, Henry was quizzed with your questions regarding what the roadmap looks like for UK equities heading out of the pandemic and into a post-lockdown environment.

Want to skip forward to the questions that matter most to you?

Please find the timings below for your convenience;

Q&A
1 - What impact has Brexit had and to what extent will it continue to have on you and your companies? (12.42) 

2 - Considering the rebound of UK markets, are there still areas of potential opportunity and do you think any areas will fail to recover? (16.20)

3 - Investors look to have shunned UK equities in favour of global companies in recent times, why has that been the case and do you see it reversing? (23.14)

4 - Do you take a view on Sterling and would a stronger pound be a headwind for UK companies? (29.05)

5 - The ESG agenda has moved to the forefront of investors minds, how do you see this affecting the UK considering its larger natural weighting to 'sin stocks'? (34.13)

6 - What is the outlook for dividends and UK dividend producing companies and do you have any views on banks and housing stocks? (40.00)

7 - What are your views on UK small caps, are there good income opportunities further down the cap scale? (43.06)

8 - Do you think the switch we have seen back to value investing is sustainable and where are you seeing the best opportunities? (44.14)

We also had the very latest performance updates on the IBOSS investment solutions.

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Market Update Webinar | Tuesday 16 February

Catch up with our guest speaker Elizabeth Stuart, ESG Analyst at Morningstar.

Elizabeth provided the low down on Morningstar's sustainability ratings, which supports the framework criteria within our Sustainable MPS range, as well as talking through the very latest developments and challenges from the world of ESG investing.

The Q&A session was hosted by financial journalist, Adam Lewis, where both the IBOSS Investment Team and our guest speaker answered audience questions regarding current ESG themes.

We also had the very latest performance updates on the IBOSS investment solutions.

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Market Update Webinar | Tuesday 12 January

Catch up on our first update of the new year with Investment Director, Chris Metcalfe and Senior Fund Analyst, Chris Rush, sharing their outlooks for 2021, along with performance and product updates on the IBOSS investment solutions.

We also had financial journalist, Adam Lewis, quizzing the team with your questions for the new year ahead.

CPD available.

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Sustainable Investing Webinar (Tuesday 1st December)

Tune in to hear from our Investment Team as they take the first detailed look at our new Sustainable MPS range.

We also had guest speaker Flora Wang, Director of Sustainable Investing at Fidelity International, offering expert knowledge and insights into the sustainable investment discipline within Asia.

CPD available.

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