OnDemand Webinar
OnDemand: MPS Webinar - Cutting through the noise – where market narratives meet portfolio construction
Watch our 2025 MPS Webinar Series updating you on our Managed Portfolio Services.
Watch now
10th Dec 2025 Online
Event overview
We review the last twelve months and examine the key market events that drove heightened investor interest to explain which we felt were relevant to portfolio changes/outcomes and which were just noise.
With instantaneous access to global news, investors face a struggle to decipher what warrants their attention and what can be considered but then discounted. Some of these events may be predictable, some may not, but we are tasked with building portfolios to weather the storms and continue to deliver their real return objectives over what can be a choppy cycle.
Watch the recording, as the team look to distil down the biggest events of 2025 as they turn their attention towards the unknowns of 2026. In the webinar we discuss the economic outlook and how this guides our portfolio strategy and explore:
- Analysis of the dominant market narratives this year
- How these narratives relate to portfolio construction
- The changes we put in place to position the portfolios
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