FREE TO READ | Growing your wealth after the pandemic
Managers must pivot back from the preservation mindset introduced at the beginning of 2020
During the March 2020 market sell-off, wealth management strategies shifted from growth to capital preservation.
For those investors who shunned higher-risk products, instead favouring cash and lower-risk options, their behaviour proved costly if they did not re-enter the market to time the subsequent recovery.
Others retained exposure to select equities and benefited from the rebound, with many enjoying market-beating returns.
Wealth managers need to revisit client portfolios, and take a diversified view, to allow for a variety of potential outcomes as uncertainty is set to characterise global markets for the foreseeable future.
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