30 August 2011

Investment Reviews

Reviewing investment funds is pretty difficult at the moment. Long term performance trends are swamped by the falls across the markets in early August, and it is certainly not worth making decisions on the basis of such widespread volatility. Reviews aren't done solely on the basis of performance, of course, but even if you look at the fundamentals of where and how the funds are invested, you will find wide-ranging opinions about where you should / shouldn't be invested.

So it's time to stick to our guns, point out to clients that they are in this for the long term, and then come back to do some annual reviews when things are a bit calmer.

No comments:

Post a Comment

Blog Archive