Ahead of PA's Multi-Asset Roadshow in September, which will visit seven cities across England and Scotland, keynote speaker Peter Toogood sets out his stall on how advisers can best thrive and weather the investment environment
Currently, it is hard to try and rationalise investment markets as most of the fundamental economic norms have been usurped in favour of the printing press and the "tweetosphere".
For example, the entire German government bond yield curve is now in negative territory, which is both stupefying and challenging for investors. So, if bonds offer little value to no value, are equities the sensible option for your clients' portfolios? Where are the true safe havens in this distorted world, and how do you diversify your clients' assets to create resilient, all-weather portfolios?
What is more, regulatory changes compound these issues and the requirement for detailed suitability intensifies the workload and challenges for financial advisers. With the customer journey clearly in focus and PROD requirements prompting yet more soul-searching for appropriate investment options, where do advisers turn for answers?
In the face of such questions, multi-asset funds and solutions can provide answers to the challenges of the investing climate and the task of balancing risk and return, providing clients with an investing journey that suits their risk appetite, as well as helping them to achieve their goals.
And, given the fact more and more advice firms are looking to outsource the investment elements of their businesses, multi-asset solutions are becoming an even more attractive route to managing your clients' investments.
That is why Professional Adviser's Multi-Asset Roadshow was designed to help financial advisers gain a greater understanding of this vibrant and constantly-evolving sector.
As well as proffering some forthright views on the world of investing and the multi-asset sector, the line-up of superb, expert speakers will focus on the benefits of diversification, reduced volatility, income generation, cost (or more accurately, value) and convenience that multi-asset solutions can provide, leaving advisers with more time to spend understanding the needs of their clients and building their businesses.
The Multi-Asset Roadshow will visit Edinburgh and Glasgow on 11 and 12 September respectively, before taking a trip around the northern powerhouse. It will visit Harrogate (17 Sep), Warrington (18 Sep), and Birmingham (19 Sep) before the last two events in Bristol on 24 September and London on the 26th.
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