The Brooks Macdonald Podcast

Edward Parks, Henrietta Walker and George Bromfield discuss the risks and opportunities that present themselves in a new world of higher interest rates. With cash now competing with equities and fixed income for the first time in over a decade, our experts digest what this means for investments and how all this is considered in asset allocation.

Inflation has been dominating the headlines in recent months, with everyone considering what is the near-term economic outlook. The big question now is, inflation possibly peaked but how long will it take to reach a sustainably low level? In this episode, Edward Parks, Henrietta Walker and Frank Atkins discuss this topic and share how it is informing our asset allocation decisions.

Referencing the upcoming COP26 conference in Glasgow, we look at how and why people are leading change through the products they buy, the actions they take and, ultimately, the investments they make.

Speakers:

Rachael Dunbar-Nasmith

Senior Manager, Investment and Product Specialist, Brooks Macdonald

Ben Palmer

Head of Responsible Investment, Brooks Macdonald

With the inflation debate dominating the conversation for investors, we discuss why we believe it will most likely be a transitory risk only.

Speakers:

Lindsay Bateman

Head of Business Development, Brooks Macdonald International

Edward Park

Chief Investment Officer, Brooks Macdonald

While video calls with clients have become the new normal, how can a long-term model of hybrid working be successfully maintained? Join Gary and Andrew for an in depth conversation discussing how they have created and enhanced relationships online and in real life. This session will offer insight into the triumphs and challenges along the way.

More information: https://www.brooksmacdonald.com/connected/webinars/previous

In the second episode of The Brooks Macdonald Podcast, we are discussing how coronavirus is impacting global stock markets.

The signing of the ‘phase one’ trade deal between the US and China seems to have improved the tense global geopolitical environment, while the de-escalation of military threats between the US and Iran following their brief skirmish has also helped to calm nerves.

In today’s episode of the Brooks Macdonald Podcast, Edward Park, our Deputy Chief Investment Officer, Richard Larner, our Head of Research and Matthew Cady, our Investment Strategist, discuss our market views as we come in to 2020.