Late-Cycle Investing: Are Client Portfolios Ready For The Turn?
Take steps now so your clients aren’t exposed when the market makes a shift for the worse.
The global economy and markets are flashing warning signs: It’s no longer a question of if the business cycle will turn, but when. Smart advisors are already enacting strategies in this late-cycle environment to help insulate their clients’ portfolios from excessive volatility, while still making the most of what’s to come. In order to do this, you must identify possible areas of weakness and address them with your clients now.
Download this white paper now for key insights into how to position your clients’ portfolios before the economy makes its turn. You'll more fully understand market shift indicators, as well as three areas you need to address with clients immediately, including:
- The right mix of duration and credit quality in fixed income
- Equity – ensuring all-weather investing strategies are targeted
- An in-depth look at their overall portfolio to identify vulnerabilities and risks
Don’t let a changing market catch you and your clients off guard! Take steps now to navigate difficult market conditions, and to help keep your clients on track toward their long-term goals.
