Everything is flashing red for a recession, October 2022

When we last spoke to Dr. Niall O’Connor, manager of Brooks Macdonald Defensive Capital, in November 2021, the portfolio had almost 30% in real assets, Niall explains how that benefited the fund this year and gives his current views on the economic environment today. We also take a look at the portfolio with a diverse range of names from Riverstone Energy to Roundhill Music before we wrap with what is an autocall and how does it benefit a portfolio.