Downing

The cost of finance has dominated the lending markets over the last year but the last six months, in particular, have changed the outlook for residential development in 2025. Parik Chandra, Partner and Head of Specialist Lending looks back at 2024’s key moments for lending markets and their likely impact on the coming year. Read the article here: https://lnkd.in/dJFsJW4Q #Property #Budget #HousingUK #UKpropertymarket

🎥 Webinar: Building Trust and Long-Term Value: How advisers can find the right balance in their clients’ investment journey 🎥 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 Simon Evan-Cook, Fund Manager of MTGS Downing Fox Funds, and Financial Planner Naomi Dickinson, as they discuss how advisers can help guide clients through volatility with a view to more longer-term thinking in today’s investment landscape, as well as the topics below: ✅ 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. When: 10:30, Tuesday 28 January 2025 Reserve your spot today: https://lnkd.in/gi5bHmtm Don’t miss this opportunity to learn how to position your practice as a trusted partner in an evolving financial world. 🦊 #Webinar #Multiasset #Diversification #ActiveManagement #PortfolioManagement #FinancialPlanning

Downing expands investment vehicle for UK charitable institutions with solar portfolio acquisition. Downing Sustainable Investment (DSI) has acquired a portfolio of c.2,900 domestic rooftop solar installations providing electricity to tenants of six housing associations in Yorkshire, the East Midlands and East Anglia. This is DSI’s second investment following its acquisition of the land and associated lease income related to a c.200MW operational onshore wind farm in the Scottish Highlands. Read more about the acquisition here: https://lnkd.in/eTz93iNv #Acquisition #Solar #Charity

Downing Renewables & Infrastructure Trust (DORE) recently released its quarterly results for Q3 2024.

Is your centralised investment proposition too reliant on mega-caps? Markets move in long cycles. Towards the end of a cycle, there is a heightened risk that your CIP, and therefore your business, will become too reliant on the prevailing megatrend as it reverses. In his latest Investment Letter, Simon Evan-Cook, Manager of the MGTS Downing Fox Funds, discusses the dangers of becoming overexposed to the current mega-cap theme. He explains that predicting exactly when a market reversal will take place is almost impossible therefore maintaining a diversified portfolio can provide stability and reduce risk. Find out more: https://lnkd.in/eXuvyjUT #Funds #Mulitasset #Investing #CIP

Downing has been a proud signatory to the UN-supported Principles for Responsible Investment (PRI) since 2020. This year, we are delighted to share our 2024 PRI assessment results. From among 3,000 signatories, we achieved an impressive 4 or 5 stars, and above the average score, across all modules associated with Downing. These results reflect a meaningful progression in our responsible investment activities. In our previous assessment we earned 4 stars in each category. The improvements highlight our continued commitment to enhancing responsible investment practices and governance. Here is a breakdown of our 2024 results: Direct - Policy, Governance, and Strategy ⭐⭐⭐⭐⭐ (93%) Direct - Listed Equity – Active Fundamental ⭐⭐⭐⭐ (81%) Direct - Private Equity ⭐⭐⭐⭐⭐ (94%) Direct - Infrastructure ⭐⭐⭐⭐⭐ (97%) “This is what happens when ESG and investment teams work closely together. Instead of focusing on ideas and data that don’t align with the asset, we achieve better integration of material ESG factors into investments, leading to positive outcomes through active ownership. As a result, we’ve received external recognition from one of the most well-regarded organisations for responsible investment.” Roger Lewis, Head of Sustainability and Responsible Investment. As one of the world’s leading advocates for responsible investment, since 2006 the PRI has set a high standard, and we are proud to contribute to this through our practices and results. Find out more about our approach to responsible investment here: https://lnkd.in/gkNEe3Qa #ResponsibleInvestment #SustainableInvesting #PRI

We are delighted to announce that Mark Gross, Partner at Downing, has won the "Equity Investor" category at this year’s HealthInvestor Power List Awards! Following Mark’s achievement last year - where he won the “Leading Investor” award at HealthInvestor’s Power50 - this win further highlights his continued success and expertise in investing across the healthcare sector. We extend our thanks to Mark and the Downing Development Capital team for their continued dedication and support in successfully expanding our healthcare investment activities with a focus on quality, performance and reputation. Congratulations Mark on this success. We would also like to congratulate all the other winners and finalists, many of whom we have had the pleasure to work alongside so closely. Learn more about Downing’s Development Capital team here: https://lnkd.in/eBaBrw8E   #HIAwards24 #HealthInvestor #PrivateEquity #PowerList 

What does Labour’s UK energy strategy mean for renewables?   Today, the Pensions and Lifetime Savings Association hosted their Local Authority Forum at our London office. Tom Williams, Head of Energy and Infrastructure, Gareth Miller, Chair of Downing’s Energy Market Risk Committee and Reka Todor, Investment Manager, Greater Manchester Pension Fund, lead a session on “Labour’s UK energy strategy: the rise of renewables.”  We hope those who attended learned more about Labour’s energy strategy, especially in developing domestic renewable energy sources, and how their various measures will impact both the UK energy market and investment opportunities in renewables. Find out more about our energy and infrastructure strategy here: https://lnkd.in/ePJBTVN4    #Pensions #Renewables #EnergyMarket #UKenergy 

Ever wonder what bonds could be right for your portfolio? Or how bonds compare to other asset classes? We understand that it can be hard to navigate the many types of bonds available, so we put together a quick guide that delves into different bond types as well as the key things to consider before investing in bonds. Read the guide from Downing Bonds here: https://lnkd.in/eExuHfDf #Bonds #fixedincome #investing

Judith MacKenzie, Head of Downing Fund Managers, and Rosemary Banyard, Manager of the VT Downing Unique Opportunities Fund, return for Season two of their successful Investing For The Long Term podcast. While Season one focussed on Judith and Rosemary’s long careers, blazing a trail for women in finance, Season two will see the pair interview giants of the industry from across their extensive networks. The series kicks off in inimitable style and features the legendary Andrew Brough, Head of the Pan-European Small & Mid-Cap team at Schroders. In this fascinating exchange, among other things, they discuss career paths, challenges, passions and biggest achievements – Andy’s being a celebration of his 144th quarter of investing ‘And I’m still here!’ Listen to the episode here: https://lnkd.in/esu_2ywn #Investing #Podcast #Finance #Womeninfinance