For clients feeling uncertain going into 2025, advisers should focus on their long-term financial goals rather than short-term market fluctuations, according to Morningstar Wealth.
Morningstar Wealth chief investment officer Mike Coop also urged advisers to guide clients toward a balanced approach, avoiding excessive optimism or pessimism. He underscored the crucial role advisers play in helping clients navigate volatility, leveraging Morningstar Wealth's globally based research team to identify opportunities and assess risks. "Scenario analysis is a powerful tool to understand portfolio behaviour under different economic conditions and find good diversifiers," he said. Key drivers for market performance in 2025 According to Coop, long-term drivers of market p...
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