articles & commentary from Brooks Macdonald

Brooks Macdonald

Investment guide for Financial Advisers and Paraplanners - A suggested seven-step guide to DFM due diligence

The guide provides you with an end-to-end process for conducting DFM due diligence and enables you to compare all firms in Defaqto’s Matrix database on a like-for-like basis. Now in its 7th edition, the guide has been endorsed by Rory Percival, former Technical Specialist at the FCA, as ‘spot on’. more...

Investment news for Financial Advisers and Paraplanners - Brooks Macdonald: The UK: Could politics structurally alter the economic backdrop?

With 5 July having marked ten years since the Bank of England (BoE) last raised UK interest rates, we assess the state of the economy and its prospects in light of recent political developments. We also discuss how the shifting backdrop has the potential to affect UK asset prices. more...

Investment news for Financial Advisers and Paraplanners - Brooks Macdonald: Weekly Market Commentary

Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team. more...

Investment comment for Financial Advisers and Paraplanners - Brooks Macdonald: Multi-asset CPD webcast

In the second of our quarterly multi-asset webcasts, Stefan Isaacs and Will Lough, analysts at M&G and River & Mercantile respectively, discuss the global trend of ‘reflation’ and consider how investors can mitigate the impact of higher inflation on their long-term savings. more...

Investment news for Financial Advisers and Paraplanners - Brooks Macdonald: Weekly Market Commentary - 17 July 2017

Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team. more...

Investment news for financial advisers & paraplanners - Brooks Macdonald: Quarterly market overview Q2 2017

The second quarter of 2017 was generally positive for risk assets and again characterised by low volatility, notwithstanding minor spikes around the French election and amid fears that Donald Trump could be impeached. more...

Investment Commentary for advisers and parapanners - Brooks Macdonald: Weekly Market Commentary - 10 July 2017

Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team. more...

Investment news for Financial Advisers and Paraplanners - Brooks Macdonald: Weekly Market Commentary 3rd July

Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team. more...

Investment commentary for Financial Advisers and Paraplanners - Brooks Macdonald: Weekly Market Commentary - 26 June 2017

Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team. more...

Investment Commentary for advisers and parapanners - Brooks Macdonald Weekly Market Commentary

Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team. more...

Investment news for Financial Advisers and Paraplanners - Brooks Macdonald: Weekly Market Commentary

Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team. more...

General Election news for Financial Advisers and Paraplanners - Brooks Macdonald: UK facing hung parliament

In this article, we summarise the market’s reaction to this morning’s news. We also discuss how we expect this result to affect the UK economy’s prospects and the investment outlook for UK assets, including sterling. more...

Investment comment for advisers and paraplanners - Brooks Macdonald: Weekly Market Commentary 06/03/17

Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team. more...

Investment news for Financial Advisers and Paraplanners - Brooks Macdonald: US equities: strong prospects matched by high expectations?

In this article we discuss the US economy and the prospects for its equity markets, given current valuations. more...

Investment news for advisers and paraplanners - Brooks Macdonald: China: policy support offsetting structural headwinds

Despite concerns that China’s economy was undergoing a ‘hard landing’ in January 2016, fiscal, monetary and other government policy stimulus ensured that it was growing slightly faster at the end of the year than it had been at the start. more...

Investment news for Financial Advisers and Paraplanners - Brooks Macdonald: Thematic equity investing: a sweet spot for global banks

Over the past year, developed-world financial stocks have benefitted from an improvement in the operating environment, while Donald Trump’s election is likely to catalyse a reduction in regulation. With US banks having already made significant adjustments since the global financial crisis, we see potential for the sector to outperform in the medium term. more...

Investment news for Financial Advisers and Paraplanners - Brooks Macdonald: Weekly Market Commentary

Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team. more...

Investment update for Financial Adviser and Paraplanners - Brooks Macdonald: Weekly Market Commentary

Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team. more...

Investment news for Financial Adviser and Paraplanners - Brooks Macdonald: Trump’s first 100 days, what are markets pricing in?

Much has been made of Donald Trump’s leadership style, ‘tweets’ and divisive policies since his election on 9 November 2016. more...

Investment events for Financial Adviser and Paraplanners - Brooks Macdonald: Weekly Market Commentary 06/03/17

Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team. more...

Investment video for Financial Advisers and Paraplanners - Brooks Macdonald: Japan: a leveraged play on global growth?

Japan’s nascent economic recovery is showing encouraging signs, with some strength in the labour market and a favourable corporate environment. more...

Investment update for Financial Advisers & Paraplanners - Brooks Macdonald: The Quarterly Market Overview for Q1 2017

The first quarter of 2017 was generally positive for most asset classes. Volatility was low as improving economic data showed the global recovery broadening. Positive political developments in Europe also helped, despite ongoing political uncertainty on both sides of the Atlantic. We believe it is encouraging that the market’s progress was built on more than the prospect of fiscal expansion. more...

Investment webcast for Financial Advisers and Paraplanners - Brooks Macdonald Multi-asset CPD webcast - Risks and opportunities amid political uncertainty: focus on Europe

We have recorded a video webinar on the risks and opportunities amid political uncertainty which has our Head of Multi-Assets, Jonathan Webster-Smith and David Page, Senior Economist at AXA Investment Managers. more...

Investment news for Financial Advisers and Paraplanners - Brooks Macdonald: Weekly Market Commentary 10th April

Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team. more...

Investment news for Financial Advisers and Paraplanners - Brooks Macdonald: Weekly Market Commentary 3 April 2017

Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team. more...

Investment news for Financial Advisers and Paraplanners - Brooks Macdonald: Weekly Market Commentary 27 March 2017

Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team. more...

Investment news for Financial Advisers and Paraplanners - Brooks Macdonald: Weekly Market Commentary 20/03/17

Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team. more...

Investment events for Financial Advisers and Paraplanners - Brooks Macdonald: Complexity and flexibility: investments, due diligence and beyond

We are pleased to announce that our Adviser Academies are returning across 11 UK locations between April and June 2017. This year we will be bringing together a range of influential speakers to dissect the complexities of the industry and discuss effective business modelling. more...

Spring budget for Financial Advisers and Paraplanners - Brooks Macdonald: The final Spring Budget

With the majority of his major announcements made in last year’s Autumn Statement, the Chancellor focused today’s Budget Statement on “investing in Britain’s future”. Encouragingly, he was able to upgrade this year’s UK growth forecasts and this provided some space to manoeuvre in terms of short-term fiscal spending, with the Government planning to begin the formal process of seceding from the European Union later this month. more...

Investment news for Financial Advisers and Paraplanners - Brooks Macdonald: European politics: could 'Nexit' follow Brexit?

Like the UK, the Netherlands is a relatively small nation that grew wealthy as a result of centuries of international business. Although the country has generally held a limited role on the global stage in recent times, it is set to dominate the financial press in the coming weeks as its 15 March general election approaches. This will be heavily watched for signs that populist politics is proliferating on the Continent, as a Netherlands secession, or ‘Nexit’, may push the European Union (EU) closer to a wider break up. more...

Investment news for Financial Advisers and Paraplanners - Brooks Macdonald: Weekly Market Commentary 06/03/17

Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team. more...

Investment news for Financial Advisers and Paraplanners - Brooks Macdonald: Weekly Market Commentary

Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team. more...

CPD content for advisers - Brooks Macdonald Partnering effectively with DFMs

We are delighted to host our first videos on Akademia’s recently launched DFM channel. Akademia (part of Asset TV) provides videos that are accredited by the CII, CISI, PMI and The London Institute of Banking & Finance to complement structured learning CPD requirements. more...

CPD for advisers and paraplanners - Brooks Macdonald Discretionary investment management in practice

We are delighted to host our first videos on Akademia’s recently launched DFM channel. Akademia (part of Asset TV) provides videos that are accredited by the CII, CISI, PMI and The London Institute of Banking & Finance to complement structured learning CPD requirements. more...

Investment news for Financial Advisers and Paraplanners - Brooks MacDonald Low volatility: a sign of market complacency?

Despite the many market-moving events that have occurred in recent months, the VIX Index is currently near two-and-a-half year lows and not far away from its lowest level seen since the global financial crisis. However, we see scope for volatility to rise over the course of 2017. more...

Panacea announcement for Financial Advisers and Paraplanners - Brooks Macdonald announced as latest provider partner for Panacea Adviser

Panacea Adviser is delighted to announce Brooks Macdonald as its first Discretionary Fund Manager to join its growing roster of provider partners. more...

Investment news for Financial Advisers and Paraplanners - Brooks Macdonald 2017 Academies

Complexity and flexibility: investments, due diligence and beyond. We are pleased to announce that the Brooks Macdonald Adviser Academies are returning across 11 UK locations between April and June 2017. more...

Investment news for Financial Advisers and Paraplanners - Brooks Macdonald: Weekly Market Commentary 06/02/2017

Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team. more...