Jonathan Webster-Smith will present an update of the performance of our Managed Portfolio Service and will be joined by Edward Rumble of RWC partners who will be presenting fundamental analysis of, and the alpha opportunity in European equities
RecordedOct 30 201834 mins
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Join Matthew Wintour, Head of Adviser Solutions, and David Holley for a focus on Discretionary Fund Management (DFM).
The outsourcing of day-to-day asset allocation and investment decisions is increasing for advisers. We will demonstrate how, by partnering with Brooks Macdonald, you can run your business more efficiently; from compliance requirements and regulation, to investment solutions, reporting and online support.
Join Dr Niall O'Connor in this session, with a Q&A at the end, as he runs through the DCF in detail including:
- an overview and history of the fund
- the DCF Management Team
- a performance review of 2019
- the current outlook for 2020, fund holdings and asset allocation
- why choose the Defensive Capital Fund?
- income share class
Join Matthew Wintour, Head of Adviser Solutions, and Mark O’Connor, Head of Investment Management, as they focus on Platforms, including why they have become popular and how our investment services can offer an effective solution for international financial advisers looking to adopt a Platform as part of their client offering.
We work with a range of Platform providers on the international stage and throughout our webinar you will hear how our Discretionary services can be utilised via Platforms, along with other benefits to adviser firms and your clients of this relatively new technological development within the international advisory space.
Jonathan and Elliot will be discussing the investment risks and opportunities the current environment presents for our clients, including:
- rising geopolitical risk in recent times, from trade wars and political unrest to Brexit, and the extent of their impact on investors and markets, with the correlation of these worries often being less than feared.
- considerations of these various headline risks in a systematic manner, highlighting key developments for each of the main geopolitical issues that we are facing.
- a focus on US political dynamics, in light of US Elections in 2020, and how they can affect investment returns over the coming years.
Andrew Denham-Davis, Defaqto, ARC, threesixty and AKG
Featuring guest speakers from Defaqto, Asset Risk Consultants, threesixty and AKG Financial Analytics, the webinar will assist professional advisers and paraplanners with the seven step approach to DFM due diligence.
George Latham, Managing Partner at WHEB Asset Management, and Ben Palmer, Investment Director and Head of Responsible Investment Research at Brooks Macdonald, discuss the concept of sustainability, the growing issues that the world is facing, how the policy agenda and societal attitudes are changing and how investors can contribute to addressing these issues whilst also generating a strong investment return.
Join Jonathan Webster-Smith, Head of the Multi Asset Team, and Willem Klijnstra, Asset Allocation Strategist at Legal & General Investment Management as they explore fair value for Sterling/USD in a post-Brexit world.
In this webinar we discuss the Monetary Illusion, a term made famous by John Maynard Keynes which describes the tendency of investors to fixate on higher nominal returns rather than focus on real returns.
Kamil Dimmich from North of South Capital LLP, Co-manager of Pacific North of South EM All Cap Equity Strategy will discuss why this is particularly true in some emerging markets where local currency bonds can have huge coupons but inflation makes that number incomparable with a developed market bond such as a gilt. In this educational talk we will try to unravel how you can compare rates across countries and continents to ensure you don’t fall foul of this common investor trap.
A Responsible Investment Webinar focussing on social bonds from an impact and performance perspective, featuring special guest Columbia Threadneedle. We will discuss the changing landscape of responsible investment, highlighting the innovation that is allowing the construction of multi asset, risk adjusted portfolios that meet both your social and performance needs.
Join us to learn more about:
Growth and innovation in the responsible investment market;
What are social bonds?
Key social themes being addressed
The investment case
Charity and investment partnerships
For our next investment webinar Edward Park, Deputy Chief Investment Officer, is delighted to welcome Karen Ward, Chief Market Strategist for EMEA at J.P. Morgan Asset Management.
During the webinar, Karen will:
- Review some of the key political events that have led us to where we are today.
- Discuss what the potential next steps for the Brexit process may be, and look at the key political drivers in determining the outcome.
- Consider the market implications for sterling, interest rates, and broader markets.
Join Jonathan Webster-Smith, Head of the Multi Asset Team, and Carlos Moreno and Thomas Brown, co-fund managers of the LF Miton European Opportunities Fund as they examine opportunities and risks for European equities.
2018 has been a tough year for most asset classes as a broad range of concerns have surfaced to weigh on investor sentiment. Investors hate uncertainty and there has been plenty of that for them to digest.
Are all these concerns justified or has there been a divergence between perception and reality? We will look at a number of the more important concerns that are likely to shape the outlook for financial markets in 2019 to see whether that is the case or not:
• Economic growth and inflation outlook
• Monetary policy outlook
• Market valuations
Join us as Charlie Thomas will consider how three related investment drivers of People, Policy and Technological Progress are shaping the landscape for sustainable investment, connecting the dots between a burgeoning global ‘middle class’, the mounting challenge of plastic waste, and a transformation of how we consume energy.
The webinar will also look ahead to the looming prospect of far-reaching regulation of sustainable investment and ESG in 2019, drawing conclusions on whether this will help or hinder investors.
Brooks Macdonald web-conferences are hosted by investment managers and members of the investment committee. They provide valuable insight into world markets, investment and fund strategies and governance.