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If you would like more information
you can contact us:
03 9270 8111
VIC, TAS, WA & SA
02 9229 5505
NSW, QLD, ACT & NT
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.
Good reasons for cash reliant investors on why now is the time to make sure they are following a properly diversified investment strategy.
Growth assets should deliver returns in 2011.Global assets neither expensive nor cheap. Equities favoured but international preferred over domestic.
An explanation of the cycle of market emotions and how it can lead investors to make the wrong move at the wrong time.
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.
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
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
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.
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.
If you would like more information
you can contact us:
03 9270 8111
VIC, TAS, WA & SA
02 9229 5505
NSW, QLD, ACT & NT