We live in a world of 24-hour news with information feeding instantly to screens that bombard us from walls, desks and our phones.
It’s the long-term goals our clients are aiming for, as well as tried and tested investment principles, that form the basis of how we manage our portfolios. Keeping these to the fore of our thinking helps us turn down the distraction of short-term noise. Diversification is perhaps the most fundamental as spreading your portfolio across a host of different investments provides two key benefits:
Second comes tactical moves, where active adjustments can be made to account for near-term opportunities and risks. Whilst Brexit associated uncertainty may have prompted a relatively cautious stance towards UK equities, there comes a time when an upward readjustment of positioning to take advantage of valuations and the opportunities that do exist makes sense.