Managing client expectations

A selection of topical investment insights to assist your conversations with clients

Our research on the business challenges facing financial advisers shows that among the 75% of advisers who say that business worries are keeping them up at night, a quarter are concerned about stock market volatility and geopolitical risk.

With clients becoming accustomed to stable and growing markets, advisers tell us they would welcome material to help aid their discussions with clients. As a result, we’ve brought together information from five fund partners, which includes a couple of guides that may be used directly with clients plus additional insight and investment considerations for advisers.

Discussing risk, return and cost with your clients

With the new ISA season upon us, explore BlackRock’s simple, risk-managed and cost-effective investment solution that allows you to do more with your time and your clients to do more with their money.

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Why 2021 is great time to invest. And client messages prove it.

To deliver on financial goals, you only need to get three things right.

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Investment Outlook

In his latest Investment Outlook, Tom Stevenson, Fidelity's Investment Director, takes a good look at the global economy. He weighs up the heroic bounce-back in global markets over the past year against a recent sharp rise in bond yields; he analyses the rotation to the value style after the long leadership of tech stocks; and he investigates the threat of inflation and how to shield against it. Plus, there’s his regular quarterly analysis of different markets, sectors and asset classes.

Outlook 2021: Seizing the new reality

Discover the latest thinking from Fidelity's investment team as their CIOs and portfolio managers discuss the big factors and themes that will drive returns across the world’s major asset classes in 2021.

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Benefit from Fidelity’s expert insight and support materials for you and your clients

A wide range of topical market insight, volatility guides and client-facing material from Fidelity to support your client conversations.

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M&G’s range of client-facing guides

A range of client-facing guides, to help your clients broaden their investment knowledge and gain a deeper understanding of their investment choices.

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Client guide to investing in volatile markets

From the importance of diversifying portfolios, to a five-point investment checklist, this guide gives clients information on all the things they might need to consider when investing through periods of volatility in the markets.

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Client guide to equities

An introduction to ordinary company shares, how they can make money for an investor (and how they can lose it). It also highlights the different ways to invest in equities, including a run-down of the types of equity fund that investors may encounter.

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Principles for successful long-term investing

The key to successful investing is learning from the past and understanding the present. J.P. Morgan Asset Management present six time-tested strategies for guiding portfolios through today’s challenging markets and towards tomorrow’s goals.

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