Justin Urquhart Stewart, co-founder of Seven Investment Management, on protecting your clients' portfolios to ensure a peaceful summer.
You may recall last August when, as a result of yet another credit rating agency announcing “yesterday’s news”, we saw the markets and certainly the EuroStoxx 50 drop by over 20%. As many are now preparing for this year’s summer sojourn, then maybe it would be wise to ensure that client portfolios are suitably structured with insurance against the unknown unknowns. This may not necessarily just be for those negative events which could occur, but equally to ensure that you do not miss out on the sudden head rushes that can also be so easy to miss. No prizes for guessing what might r...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes