Discretionary Investment Fund Manager Video Updates
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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.

Momentum Asset Management

TAM Asset Management

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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TAM Q3
2023 Review

tam-q3-update-2023

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

What Is A DFM?

Banking Crisis
Update

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

tam-q3-update-2022

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

What Is A DFM?

TAM
Through The Lens

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

What Is A DFM?

Team Transitory Vs
Team Permanent

tam-talks-ask-us-anything

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

What Is A DFM?

Different Thinking For
Different Times

andrew-jones-property-investing-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'

what-is-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

What Is A DFM?

Navigating
The Macro Landscape

momentum-harmony-navigating-the-macro-landscape-webinar

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

tam-talks-2020-hindsight-2021-outlook-video

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

What Is A DFM?

BlackRocks' Larry Fink
on ESG

larry-fink-discussing-sustainability-standards

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

momentum-harmony-viewpoint

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

its-not-about-timing-the-market-but-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

Cannnacord-Genuity-Keeping-You-Informed

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.

Listen to the audio recording

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-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