DCF Monthly Commentary - January 2020

In this Managed Portfolio Service (MPS) webinar, Jonathan Webster-Smith, Head of Multi Asset Team and Alex Chittenden, Investment Manager, were joined by Gareth Powell, Co-Head of the Polar Healthcare Team and Manager of the Healthcare Opportunities Fund at Polar Capital.

Polar Capital is a specialist, investment-led, active fund manager. The Healthcare Opportunities Fund aims to preserve capital and achieve long-term growth by investing in a globally-diversified portfolio of companies within the healthcare industry.

The presenters discussed the healthcare sector in the wake of the global COVID-19 pandemic, focusing on:

- how the sector has been dealing with the global spread of coronavirus and which subsectors have been the winners and losers during the market sell off

- how healthcare companies are trying to combat the virus and what this means for the industry, whose returns have held up well in this volatile market

- further risks that might affect this sector, such as the US election and the threat of a second wave of the virus

In this update on the Brooks Macdonald Managed Portfolio Service (MPS), Jonathan and Alex discuss:

- how the MPS portfolios have performed and been positioned during the first four months of 2020;
- what the key drivers of returns have been; and
- the importance of remaining invested.

Our latest Defensive Capital Fund market update for February 2020

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!

Our latest Defensive Capital Fund market update for January 2020

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

Our latest Defensive Capital Fund market update for December 2019

In our latest webinar we discuss the market impacts of the large Conservative majority in the UK 2019 General Election

Our latest Defensive Capital Fund market update for November 2019

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.

Our latest Defensive Capital Fund market update for October 2019

Our latest Defensive Capital Fund market update for September 2019

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.

Our latest Defensive Capital Fund market update for July 2019

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