Long-term capital growth and protection is the name of the game for the Brooks Macdonald Defensive Capital fund. It aims to deliver positive absolute returns over rolling three-year periods, in a range of market conditions. The types of assets that this fund holds can be a bit complicated—convertible bonds, preference shares, structured notes, bond and loan assets, and discounted assets—but its aim is straightforward.
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Paul Marriage, co-manager of TM Tellworth UK Smaller Companies, talks to us about how the UK’s small business sector dealt with the pandemic, tells us how it was well-prepared for Brexit and how it could now benefit from overseas investors returning to UK waters. He also gives us examples of UK companies buying out competitors and tells us about...
Gary Kirk, co-manager of TwentyFour Dynamic Bond fund, talks to us about the outlook for interest rates and inflation. He explains subordinated bank bonds and asset backed securities and tells us why they are attractive for investors in today’s environment. For anyone wanting to learn more about fixed income and how it works, this podcast is highly...
A lot happened in 2020 and, to make sense of all that happened, FundCalibre’s Staci West breaks down the biggest topics of the year and most memorable moments. From the global pandemic to negative oil prices, the US election and UK dividends, she talks about the impact each had on our investments.