By browsing our website, you accept the use of cookies. Our use of cookies is explained in our privacy policy.
Click the PRODUCTS & SERVICES button on the left to expand it again.
Ok. Got itIt feels like the perfect storm – how you react will fundamentally affect your wealth. Read our latest investment update.
‘The majority of your lifetime investment returns will be determined by decisions that take place during a small minority of the time.’ – Former Wall Street Journal columnist, author and investor, Morgan Housel.
Now is one of those times because we are living through a confluence of events, globally and locally, that have caused both extreme volatility and declines in market prices.
Several anticipated global vulnerabilities have been highlighted by the Coronavirus.
We started 2020 expecting some stabilisation in global growth after the turmoil in manufacturing caused by the trade wars. But we also cautioned that there was ample room for disappointment, considering elevated valuations and global fault lines such as high government and corporate leverage. Nobody expected the external shock to present itself in the form of the Coronavirus.
Please click on the link for the latest investment update from our investment team, in which we explain these events, and how our portfolios are positioned to give you peace of mind, and help you make the right decisions despite the current noise.
We have an experienced team and a proven investment philosophy that we will continue to apply regardless of the uncertainty, for your long-term benefit.
We will continue to take advantage of the opportunities that this volatility may bring. We continue to seek balance and diversification in the portfolio, both at an asset allocation and equity level, to benefit from a range of scenarios.
If the current financial market and economic events are concerning to you, please speak to your wealth manager before taking any action that could unintentionally undermine your wealth.
To find out more or become a client, click here or contact us by phone or email (details bottom-left).