Dan Kemp: Four key questions facing investors today

Trade wars, Chinese debt, rates and liquidity

clock • 3 min read

As geopolitics and Neil Woodford continue to dominate the headlines, Dan Kemp and his team address four of the most pressing investment questions currently facing advisers and their clients

How do you suggest an investor protect against the reigniting trade war? Let us first say that protection is only one side of the coin. Of course, we want to protect against the downside, but equally we want to avoid speculating on unknowable matters or being scared out of an investment. These are behavioural traps that feeds the ‘buy high, sell low' problems that regularly haunt investor returns. Portfolio construction needs to be broader than focusing on a single potential downside pressure. The better way to think about building portfolios is to ensure adequate fundamental diversifi...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Markets

Market Movers: Investors plan increased allocation to Vietnam

Market Movers: Investors plan increased allocation to Vietnam

Majority plan to increase exposure to Vietnam over the next three years

Professional Adviser
clock 23 April 2024 • 1 min read
Market impact concerns ahead of US and UK elections divide industry

Market impact concerns ahead of US and UK elections divide industry

‘We need someone with a bit of something about them’

Isabel Baxter
clock 02 February 2024 • 3 min read
0.3% GDP growth fails to alleviate 'precarious' economic situation

0.3% GDP growth fails to alleviate 'precarious' economic situation

'An appropriately diversified portfolio is the best approach'

Hope Coumbe
clock 12 January 2024 • 2 min read