Do your clients have questions about market trends, interest rate changes or the importance of diversification? This new Advice Zone article can be useful in helping your clients re-engage with the fund market and take advantage of future opportunities.
The article “Key ingredients for diversifying your portfolio” puts market trends since the end of the COVID-19 pandemic into perspective and highlights the importance of portfolio diversification. You’ll find information on:
- Rising interest rates and their effect on the popularity of guaranteed investments.
- The appeal of bond funds as a diversification tool and their advantages when interest rates fall.
- Dollar cost averaging as a means of entering the markets while mitigating the risks associated with market volatility.
You can also share this article on your social networks to spark a discussion with your clients!
