World Market Review 

We’re back with our first World Market Review roadshow for 2020! The roadshow will have two back-to-back sessions, the first focussing on a tour of the global markets and asset classes, looking at the potential opportunities and challenges for investors on the horizon. We’ll explore where we are in the market cycle and the impact on asset allocation choices for client portfolios.

In the second session we’ll consider some of the factors that might influence the investment style you choose for each of your clients. While there is an increasing focus on overall cost, clients also need to know their money is being managed in line with their expectations. Simply going for the lowest cost option might not always do this. But where can you potentially add value to a client’s portfolio? And where should you look to track the market. We consider some of the factors that will influence your decision in this area.