For clients: A manifesto for investing in an emotional world

On paper, it all sounds so simple: put your wealth to work, diversify, rebalance your portfolio, maintain sufficient liquidity. As effective as classical investment rules may be, they do, ultimately, forget that we're human. They overlook the relationship between markets and emotions, and forget the extent to which our need for ‘emotional comfort' can trump our need for ‘positive total return'. Here, we introduce our Investment Manifesto: an outline of the practical steps investors should take if they want to make the most of their portfolios over time, while ensuring their emotional ...