News / Views

Follow our regular updates to stay up-to-date with current financial planning and investment issues. We regularly publish press clippings, articles and thinkpieces that we think might be of interest to our clients.

Financial markets have delivered strong returns for investors so far in 2019, reversing the weakness in share prices seen in the final months of 2018. Bond markets have been reacting positively to subdued inflation and declining economic growth forecasts and stock markets have been supported somewhat by lower interest rates.

The Highly Adventurous Model Portfolio aims to achieve long term returns from a greater proportion of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds). The other available Models are Conservative, Balanced, Moderately Adventurous and Adventurous, which all have lower risk/potential return.

The Adventurous Model Portfolio aims to achieve long term returns from a greater proportion of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).

The Balanced Model Portfolio aims to achieve long term investment returns from a combination of lower risk and lower volatility assets (e.g. cash and/or bonds) and higher risk and higher volatility assets (e.g. real assets and company shares).

Financial markets have delivered strong returns for investors so far in 2019, reversing the weakness in share prices seen in the final months of 2018. Bond markets have been reacting positively to subdued inflation and declining economic growth forecasts and stock markets have been supported by lower interest rates.

The Balanced Model Portfolio aims to achieve long term investment returns from a combination of lower risk and lower volatility assets (e.g. cash and/or bonds) and higher risk and higher volatility assets (e.g. real assets and company shares).

The Adventurous Model Portfolio aims to achieve long term returns from a greater proportion of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds).

The Highly Adventurous Model Portfolio aims to achieve long term returns from a greater proportion of higher risk and higher volatility assets (e.g. real assets and company shares) than lower risk and lower volatility assets (e.g. cash and/or bonds). The other available Models are Conservative, Balanced, Moderately Adventurous and Adventurous, which all have lower risk/potential return.

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