FREE TO READ | Growing your wealth after the pandemic
Managers must pivot back from the preservation mindset introduced at the beginning of 2020
08 October 2021 - 13:47
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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.
Browse through the Insights articles below (zoom in or go full screen for ease of reading):
Support our award-winning journalism. The Premium package (digital only) is R30 for the first month and thereafter you pay R129 p/m now ad-free for all subscribers.
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.
Browse through the Insights articles below (zoom in or go full screen for ease of reading):
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Published by Arena Holdings and distributed with the Financial Mail on the last Thursday of every month except December and January.