Events

Market Update Webinar | Wednesday 15 December

During our December webinar we are delighted to be 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 will see 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 will also have the very latest performance updates on the various IBOSS investment ranges.

You can submit any questions to either our guest speaker or the IBOSS Investment Team ahead of the event by emailing mark@ibossltd.co.uk.

We'll also have the very latest performance updates on the IBOSS investment solutions.

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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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