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Fund Manager Video Updates
Discretionary Fund Manager Commentary
Our discretionary fund manager (DFM) video updates below provide a valuable source of market insight from the portfolio managers.
They will assist you to quickly assimilate global market movements and learn how the managers have pro-actively positioned portfolios to maximise outcomes.
Use the following links If you would like to learn about our DFM partners.
Learn more about Discretionary Fund Management - click here
If you have questions or queries related to the content of the videos or would like to discuss how you could benefit from a DFM portfolio service we will be more than happy to discuss the options available to you.
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TAM Asset Management
In this video TAM CIO James Penny and CEO Lester Petch look back at the year that was 2020 and discuss the winners and losers during the pandemic year.
The two also discuss the potential opportunities that lie ahead in 2021 and beyond from an investment standpoint.
January 12 2021
Duration 48 minutes
Further reading :
Learn more about TAM Asset Management
Learn more about TAM ESG Portfolios
BlackRock
Assets under management in funds that abide by environmental, social and governance (ESG) principles have surpassed $1 trillion for the first time on record, according to data compiled by Morningstar.
In this CNBC Squawk Box video BlackRocks CIO Larry Fink discusses this milestone event and provides his thoughts and opinions on how this will shape the future of companies activities going forward.
August 18 2020
Duration 7.18 minutes
Learn more about ESG investing
Momentum Harmony Funds
The new format of Vodcast by Momentum is where topical questions are addressed by the investment fund managers.
The first series of questions cover:
1) Why have markets recovered so quickly since March? (0.55)
2) How have you adjusted portfolios since this crisis began? (3.48)
3) Have markets gone too far, too fast? (6.27)
4) With interest rates at all-time lows, where can investors go for income? (11.40)
Andrew Hardy, Portfolio Manager and co-Head of Research and Glyn Owen, Investment Director tackle these questions with a total watch time of less than 12 minutes.
If you would like to jump ahead to a specific answer, use the time stamps shown above.
July 1 2020
Duration 11 minutes
Learn more about Momentum Harmony portfolios
TAM Asset Management
TAM Webinar - "It is not about timing the market but time in the market"
A great update from TAMs UK CIO, James Penny, outlining the mistakes investors often make trying to 'time the market'.
James also discusses the approach that TAM has employed to best protect client assets and what TAMs outlook and strategy is for the coming months.
April 24 2020
Duration 38 minutes
Learn more about TAM discretionary fund management
Canaccord Genuity Wealth Management
This audio update covers the following important topics:
If you would like to jump ahead to a specific section please use the time stamps shown below.
Intro
4:27 Michel Perera Chief Investment Officer CGWM The investment areas poised to currently benefit.
7:00 ESG principles will be central to all investment.
10:00 US Election commentary and potential consequences.
12:00 The impact of Government debt.
16:00 Further ESG commentary.
17:00 The Rise Of Gold.
18:00 - Richard Champion - Portfolio Manager
An overview of the UK market, Brexit and Oil stocks.
20:00 Dividends outlook for sectors
24:00 Conclusions
August 7 2020
Duration 26 minutes
Learn more about ESG investing
TAM Asset Management
TAM Webinar - "The end of ESG Investing as we know it."
James Penny CIO of TAM Asset Management provides a compelling case for ESG investing post Covid-19.
James also outlines why he believes ESG will become the mainstream investment criteria for fund managers post pandemic and why companies will have to embrace ESG fundamentals.
Watch and listen carefully as the contents have far reaching implications.
April 29 2020
Duration 37 minutes
Learn more about TAM ESG portfolios