Darius McDermott: Four 'Steady Eddie' funds for challenging markets

Risk-adjusted returns

clock • 4 min read

Central bank policy and geopolitical tensions - let alone the political events of the last few days - suggest more market volatility is on the cards so Darius McDermott picks out four funds for such conditions

When stockmarkets are rising and all around are talking about ‘record highs' and double-digit returns, it is tempting to opt only for the funds that are embracing the current trend - after all, no-one wants to be sitting on more modest gains. While clients are happy to talk about increasing wealth, however, the harder conversations come when markets suddenly take a turn for worse. More challenging market conditions serve as a reminder it is also a good idea to hold a selection of ‘Steady Eddie' funds in portfolios - funds that are able to generate strong risk-adjusted returns and provide...

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