Rebalancing act: Sometimes doing very little in portfolio management is the hardest thing to do

'More often, it's the quieter disciplines that matter most'

clock • 3 min read

In long term investing, progress rarely comes from dramatic moves, says Sparrows Capital's Phillip Young

With markets already under pressure from rising geopolitical tensions, February was a stern reminder for advisers to revisit client portfolios, not to react, but to rebalance. More often, it's the quieter disciplines that matter most. The steady habits. The consistent routines. The things that don't make headlines but quietly shape outcomes over time. One of these disciplines is rebalancing. Increasing global geopolitical tensions in the first few months of the year have left markets facing yet more uncertainty. It's natural for investors to want to act. But rather than letting sho...

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