PA Working Lunches: Join us for our live event in Bristol

Join us for lunch and an informative session to boost your CPD

Professional Adviser
clock • 1 min read

Professional Adviser is pleased to introduce the next event in our live Regional Working Lunches Series for 2023.

Professional Adviser is partnering with Orbis, who will deliver a two and a half hour event on 8 November in Bristol looking at 'balancing the blend'.  Join investment counsellor Rob Perrone as he breaks down why bonds did not diversify stocks in 2022 and why many multi-asset funds did not diversify one another.  This regional working lunch will also look at the importance of true style diversification against the backdrop of the value versus growth cycle, the importance of rebalancing, and how a well-diversified, regularly rebalanced portfolio can improve outcomes in the decumulation...

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 Investment

A very old saying with a very modern problem: Exploring behavioural biases

A very old saying with a very modern problem: Exploring behavioural biases

'If only the calendar could tell us when to take risk and when to retreat'

Ian Jensen-Humphreys
clock 16 April 2026 • 4 min read
Franklin Templeton launches enhanced indexing equity fund range for UK investors

Franklin Templeton launches enhanced indexing equity fund range for UK investors

Four funds launched

Michael Nelson
clock 13 April 2026 • 1 min read
Risk Warning Review plans aim to address 'negative framing' of investing

Risk Warning Review plans aim to address 'negative framing' of investing

Lowest investment rate in G7

Alex Sebastian
clock 09 April 2026 • 2 min read