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Time to get back in?

Conversations with your client

Talk to your clients about how the best defence is a long-term diversified strategy.

Following recent periods of volatility and sharemarket losses, many investors have sought a haven in defensive assets such as cash. However, for those looking to rebuild wealth in the future, we know that a too heavy dependence on these low-risk, low-return securities offer little promise.

Below are some tools and information to help you talk to your clients about why the best defense is not always what it might seem.


Time to get back in?

Time to get back in
Time to get back in?

Good reasons for cash reliant investors on why now is the time to make sure they are following a properly diversified investment strategy.

Russell Global Outlook
Russell Global Outlook 2011

Growth assets should deliver returns in 2011.Global assets neither expensive nor cheap. Equities favoured but international preferred over domestic.


Stick with a long term strategy

Don't be ruled by your emotions
Don't be ruled by your emotions

An explanation of the cycle of market emotions and how it can lead investors to make the wrong move at the wrong time.

Market-timing
Market timing – attempting the impossible

An illustration of what can happen if investors try to time the market and what the impact can be if they miss the best periods.

The importance of diversification

Today's winnder is tomorrow's loser
Today's winner is tomorrow's loser

A handy summary of major asset class returns over the last 30 years. Show your clients why diversification is so important because one of the worst-performing asset classes in one year can just as easily end up as the following year's best performer

Diversify, diversify, diversify
Diversify, diversify, diversify!

A summary of balanced and major asset class yearly returns over the last 20 years. Show your clients why a diversified approach to investing can help them navigate a more consistent path over the long term

Down markets don't last forever

When markets bounce back
When markets bounce back

This chart shows the U.S. equity market and cumulative returns for a number of periods, divided into up and down markets over the years from 1926 to May 2008. It shows up markets have gone higher for longer periods than their corresponding down markets.

The positives outweigh the negatives!
The positives outweigh the negatives!

A look at the historical performance of the Australian sharemarket tells us that overall, the years of positive investment returns outweigh the years with negative returns.

 

Where to now?

Contact us

If you would like more information
you can contact us:

02 9229 5505
NSW, QLD, ACT & NT