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Investment Fund ManagerVideo Updates
Fund manager views on market landscapes
Our discretionary investment fund manager partner video updates provide an invaluable resource of market insight directly from the portfolio managers themselves and bring you up to date with the events that shape portfolio construction.
These videos will assist you to quickly assimilate global market movements and understand how the managers are pro-actively managing investment portfolios to maximise client outcomes.
Please use the following links If you would like to learn more about our DFM partners and discretionary fund management in general.
• Learn more about Discretionary Fund Management
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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Video Filters
TAM Q4 2024
ESG Investing Update
In his latest Q4 update, Dan reviews how TAM's Sustainable (ESG) Portfolios have been navigating the markets. From a shift into higher-quality stocks to strong performances in ethically-sourced gold and green infrastructure,
Dan provides insights into how these portfolios are well-prepared for what's next. Watch the video to get the full breakdown of TAM's sustainable strategy!
October 24 2024
Duration 3 minutes
Further reading :
Learn more about TAM Asset Management
Learn more about TAM Sustainable World (ESG) Portfolios
Learn more about TAM Income Portfolios
Learn more about the TAM Liquidity Portfolio
TAM Q4
2024 Market Update
James Penny's latest Q4 market update is here! In this video, he reviews the key market trends from Q3, including the tech-led rally pause, the positive impact of lower interest rates on UK and emerging markets, and opportunities in the bond market. He also gives us insights into Japan's inflation challenges and how TAM is positioning portfolios for the future.
October 24 2024
Duration 6 minutes
Further reading :
Learn more about TAM Asset Management
Learn more about TAM Sustainable World (ESG) Portfolios
Learn more about TAM Income Portfolios
Learn more about the TAM Liquidity Portfolio
TAM Q3
2023 Review
Lester Petch, CEO of TAM Asset Management and James Penny provide their insight into the Q3 2023 developments and provide their visions for what may come later in the year and into 2024.
October 16 2023
Duration 6 minutes
Further reading :
Learn more about TAM Asset Management
Learn more about TAM ESG Portfolios
Learn more about the TAM Liquidity Portfolio
Banking Crisis
Update
Both Andrew Hardy, CFA and Alex Harvey, CFA provide updates on the global banking crisis and the recent market movements alongside the performance metrics of the Harmony Portfolios range.
April 17 2023
Duration 9 minutes
Further reading :
Learn more about Momentum Harmony portfolios
Read the current Momentum Harmony portfolio factsheets
Take a closer look at what DFM’s do for clients in this ‘Deep Dive’
TAM Q3
2022 Review
The third quarter (unfortunately) had it all. The initial wave of optimism that inflation was under control and interest rates had peaked, turned to pessimism as central banks signalled their intention to rein in inflation. The spectre of recession loomed large and financial markets crumbled.
TAM's CIO, James Penny, reviews the ups and downs & what is likely in store for investors as we near year end.
October 12 2022
Duration 6 minutes
Further reading :
Learn more about TAM Asset Management
Learn more about TAM ESG Portfolios
Learn more about the TAM Liquidity Portfolio
TAM
Through The Lens
Lester Petch and James Penney are back in front of the camera to update on all things TAM. They take a look at what they were up to in Q1 2022, in particular the launch of their exciting new sustainability initiatives.
They also review how TAM portfolios fared in Q1, what the markets are doing and how they are positioned this quarter, and importantly what their outlook and strategy is for the months to come.
May 30 2022
Duration 5 minutes
Further reading :
Learn more about TAM Asset Management
Learn more about TAM ESG Portfolios
Learn more about the TAM Liquidity Portfolio
Team Transitory Vs
Team Permanent
TAM UK CIO James Penny looks back at the year that was 2021 and takes stock of what lessons were learnt from an investment management standpoint and how they may shape the year to come.
James also looks in depth at inflation, the two camps of thinking – transitory and permanent – and outlines the very different implications each would have on the direction of stock markets in 2022.
January 25 2022
Duration 20 minutes
Further reading :
Learn more about TAM Asset Management
Learn more about TAM ESG Portfolios
Learn more about the TAM Liquidity Portfolio
Different Thinking For
Different Times
Andrew Jones was a co-founder and CEO of LondonMetric from its inception in March 2010 until its merger with London & Stamford in January 2013.
On completion of the merger, Andrew became chief executive of LondonMetric. Andrew was previously executive director and head of retail at British Land. Andrew joined British Land in 2005, following in the acquisition of Pillar and served on the main board with responsibilities for shopping centres, retail park investment and asset management. Andrew was previously non-executive director of Unite plc for 6 years the UK's leading provider of student accommodation.
In this 38 minute presentation Andrew covers the topics of :
• The real estate market
• The logistics sector
• The LondonMetric overview and their activity
• Looking forward
September 16 2021
Duration 38 minutes
Understanding
Investment 'Risk Washing'
“Risk Washing” is the process of disguising or ‘mislabelling’ the true underlying risks underpinning an investment portfolio. Without understanding these fundamentals, investors can be exposed to risks that they may not have signed up for.
Are you fully cognisant of the risks your portfolio is taking?
Asset Intelligence an institutional research firm recently described this situation as ‘mislabelling’.
June 11 2021
Duration 9 minutes
Further reading :
Learn more about TAM Asset Management
Learn more about TAM ESG Portfolios
Learn more about the TAM Liquidity Portfolio
Navigating
The Macro Landscape
Glyn Owen CEO and Andrew Hardy Portfolio Manager provide a backdrop to the fantastic performance results from their Harmony portfolio range over the 3 months, 6 months and 1 year time frames.
The Harmony Global Equity was up 60.90% over 1 year while at the other end of the risk spectrum the Cautious Income brought in a very impressive 20.30% for the same period!
The two also share important and critical data that shapes their viewpoints on a range of financial issues that will influence portfolio construction going forward.
Although 1 hour 15mins in length, there is a wealth of content within this presentation that you will find extremely valuable.
April 15 2021
Duration 74 minutes
Further reading :
Learn more about Momentum Harmony portfolios
TAM Review
2020 / 2021
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
Learn more about the TAM Liquidity Portfolio
BlackRocks' Larry Fink
on ESG
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 minutes
Learn more about ESG investing
Q&A with
Momentum Harmony
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
Timing The Market vs
Time In The Market
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 the TAM Liquidity Portfolio
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
The End of ESG
As We Know It
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 - the contents have far reaching implications.
April 29 2020
Duration 37 minutes
Learn more about the TAM Liquidity Portfolio
Learn more about TAM ESG portfolios