About this webinar

Volatility is normal but can be a barrier for investors who chase "yesterday’s winners". The challenge is educating them about long-term investing and managing the opportunity cost of short-term views. 

Join us as we discuss how advisers can help to guide clients through volatility with a view to more longer-term thinking in today’s investment landscape. 

Join Simon Evan-Cook, Fund Manager of MTGS Fox Funds, and Financial Planner Naomi Dickenson, as they discuss this, and much more:  

• The value of true diversification and what it really means for today’s portfolios. 
• Active vs passive management: When and why active management delivers value. 
• How to navigate volatility and manage client expectations in challenging markets. 
• The importance of understanding your clients’ “why” to create tailored, impactful investment solutions. 
• Why simplicity and transparency are critical for client trust and portfolio success.

Speakers

Simon Evan-Cook

Fund Manager, MGTS Downing Fox Funds

Naomi Dickinson

Financial Planner

Important notice

Capital at risk.

• Important notice: This webinar is for investment professionals only
• This webinar is for information only and does not form part of a direct offer or invitation to purchase, subscribe for or dispose of securities and no reliance should be placed on to inform any investment of tax planning decision.
• Opinions expressed represent the views of the fund manager at the time of publication, are subject to change, and should not be interpreted as investment advice.
• Downing is a trading name of Downing LLP. Downing LLP is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 545025). Registered in England and Wales (No. OC341575). Registered Office: 10 Lower Thames Street London EC3R 6AF.