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Fund Manager Video Updates

Discretionary Fund Manager Commentary

Our discretionary fund manager (DFM) video updates below are provided as a further source of market insight.These are designed to assist you to quickly assimilate global market movements.

Each of our discretionary fund manager partners discuss their views on market events and also how they are reacting to them to shape client portfolios.

Please click on the following links If you would like to learn more about our DFM partners.

If you wish to 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 service we will be more than happy to discuss the options available to you.

We recommend you revisit this page often as content is regularly updated.

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Momentum Harmony

Andrew Hardy CFA
Portfolio Manager


This quarter Andrew announces some welcome news and positive fund performance related to the Harmony Portfolios

Equity fund positions achieved between +3.9 - +13% growth.

Bond exposures were lower whilst a general feeling that inflation and trade war forecasts had now been subdued.

April 2019

Duration 6 mins

TAM Asset Management

James Penney
Senior Investment Manager


James tells us what he believed to be the main challenges for investing in 2018, the headlines currently dominating the news and why they're not making him nervous.

James also discusses TAM's intentions for navigating the markets as we enter 2019, and all that there is to remain positive about for the new year.

December 2018

Duration 4 mins