Kepler Trust Intelligence: Lessons from the coronavirus
Lessons from the coronavirus: keep things simple when it comes to investment
With two major shocks hitting global markets so far in 2020, the case for a straightforward approach to investment has been thrown into relief...
There are a multitude of investment products now on the market. From index funds, offering returns that simply track the market at limited cost, to region-specific funds, which look to profit from predicting the direction of evolving economies, investors are faced with an almost limitless choice.
But, for investors seeking to achieve long-term active returns from their investment portfolios, the multiplicity of funds can be confusing and a barrier to investment. Each of the world’s markets and asset classes has very different risk profiles from the other – meaning that the context in which they are most likely to experience losses varies greatly. Balancing these risks across a portfolio overall can require a significant degree of investment knowledge and also requires investors to keep a watchful eye on their portfolios.