Spring cleaning your portfolio
The urge to spring clean should also apply to your investment portfolio and reviewing it with a professional wealth manager should be undertaken at least once a year.
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Investment Bulletin:
February 2019
Interesting trends are evolving across equities, commodities and bonds, with shaky markets expected as Quantitative Tightening takes hold. Yet UK and Japanese equities are being tipped for success.
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Are you taking more investment risk than you think?
There is comfort in the “Balanced portfolio” label, but which assets should be included – and in which proportions – are vexed questions. Many investors could be taking on far more risk than they realise.
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January 2019
Recessionary fears are still top of the agenda as 2019 gets underway, and but canny tweaks to asset allocation may be warranted even if these are overblown. Some also see buying opportunities amid the melee, although some are keeping their powder dry.
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