Our new Cashflow Forecasting Tool is a great way to initiate conversations. By mapping out your client’s investment journey, it is designed to help bring home the message that holding cash may not be their best option, particularly in the…
Intra-year declines and Calendar Year returns Everyone feels rattled when stock-markets drop suddenly and unexpectedly. When the markets get messy like this, generally it’s because investors (institutional as well as retail) lose confidence. No matter how well portfolios are positioned,…
Several of this week’s events were not entirely unexpected, although the timing and combination of events certainly confused offshore and onshore investors. Chinese equity market returns are less correlated with economic growth at times, illustrating the significance of other drivers,…
