Why your clients shouldn't sleep on it

clock

Trevor Greetham, manager of Fidelity's Multi Asset Funds, explains how to convince your clients not to stuff their money under the mattress

Vanishingly low interest rates and volatile stock markets have tested the patience of many investors over the past few years. But stuffing money under the mattress is not a sensible option, with UK retail price inflation running at its highest level since the early 1990s. The best response to volatility is to keep long-term objectives firmly in mind and stay true to two simple principles a generation of investors may have forgotten over the long equity bull market of the 1980s and 1990s. First, to diversify across asset classes – with safe haven investments such as gilts and gold n...

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

Future of Investment Festival: Our specialist sessions for advisers

Future of Investment Festival: Our specialist sessions for advisers

Future-proofing advice, building sustainable portfolios, all things SDR

Professional Adviser
clock 19 April 2024 • 2 min read
Why non-transparent managers are behind most failed acquisitions

Why non-transparent managers are behind most failed acquisitions

‘They don’t understand the importance of culture and cohesion’

Rami Cassis
clock 12 April 2024 • 3 min read
Partner Insight: Understanding the investment universe

Partner Insight: Understanding the investment universe

Invesco
clock 12 April 2024 • 6 min read