Events

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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