Hi [[ session.user.profile.firstName ]]

Levitas Quarterly Update

Levitas quarterly update
Recorded Jan 8 2020 10 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Mark Shields and Jonathan Webster-Smith
Presentation preview: Levitas Quarterly Update

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • International adviser focus: Quickfire DFM FAQs Mar 12 2020 9:00 am UTC 60 mins
    Matthew Wintour and David Holley
    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.

    Register now to join us!
  • 2019 review of DCF Recorded: Jan 22 2020 38 mins
    Dr Niall O'Connor
    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
  • DCF Monthly Commentary - December 2019 Recorded: Jan 8 2020 12 mins
    Niall O'Connor
    Our latest Defensive Capital Fund market update for December 2019
  • The Market Impact of the UK Election Recorded: Dec 13 2019 17 mins
    Edward Park
    In our latest webinar we discuss the market impacts of the large Conservative majority in the UK 2019 General Election
  • DCF Monthly Commentary - November 2019 Recorded: Dec 11 2019 8 mins
    Niall O'Connor
    Our latest Defensive Capital Fund market update for November 2019
  • International Platform Focus: Discretionary Investment Management on Platforms Recorded: Dec 3 2019 21 mins
    Matthew Wintour & Mark O’Connor
    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.
  • Geopolitics, Trump and The Trade War: Who said investing was easy? Recorded: Nov 21 2019 23 mins
    Jonathan Webster-Smith and Dr Elliot Hentov
    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.
  • DCF Monthly Commentary - October 2019 Recorded: Nov 13 2019 9 mins
    Niall O'Connor
    Our latest Defensive Capital Fund market update for October 2019
  • DCF Monthly Commentary - September 2019 Recorded: Oct 9 2019 12 mins
    Niall O'Connor
    Our latest Defensive Capital Fund market update for September 2019
  • DFM due diligence workshop Recorded: Sep 17 2019 58 mins
    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.
  • DCF Monthly Commentary - July 2019 Recorded: Aug 14 2019 18 mins
    Jon Gumpel
    Our latest Defensive Capital Fund market update for July 2019
  • UK Advisers: Sustainable investment - Investing in the 6th industrial revolution Recorded: Jul 4 2019 49 mins
    Ben Palmer
    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.
  • Focus on currency: managing foreign exchange risk against political volatility Recorded: May 22 2019 15 mins
    Jonathan Webster-Smith
    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.
  • The Danger of the Monetary Illusion Recorded: Apr 30 2019 29 mins
    Edward Park
    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.
  • Responsible investment For Financial Advisors: Social Bonds Recorded: Apr 17 2019 41 mins
    Ben Palmer and Simon Bond
    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
  • Brexit: Politics, economics and the market implications Recorded: Mar 27 2019 40 mins
    Edward Park
    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.
  • Brooks Macdonald MPS: Focus on Europe Recorded: Mar 13 2019 26 mins
    Jonathan Webster-Smith
    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.
  • Investing in Decades Of Success with Terry Smith, Fundsmith Recorded: Feb 27 2019 40 mins
    Edward Park
    The case for why long-term investors should seek to invest in quality companies with clear secular growth opportunities at a reasonable valuation, and then endeavour to do the hardest part – nothing.
  • A justified wall of worries? Recorded: Jan 22 2019 38 mins
    Edward Park
    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
  • Emerging themes in sustainable investing Recorded: Nov 27 2018 29 mins
    Ben Palmer, Charlie Tomas
    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.
Web-conferences for professional advisers
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.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Levitas Quarterly Update
  • Live at: Jan 8 2020 10:00 am
  • Presented by: Mark Shields and Jonathan Webster-Smith
  • From:
Your email has been sent.
or close