Advisers must focus on long-term goals ahead of 2025 market challenges

As advisers prepare for 2025, Morningstar Wealth outlines ways to navigate uncertainty

Sahar Nazir
clock • 2 min read

For clients feeling uncertain going into 2025, advisers should focus on their long-term financial goals rather than short-term market fluctuations, according to Morningstar Wealth.

Morningstar Wealth chief investment officer Mike Coop also urged advisers to guide clients toward a balanced approach, avoiding excessive optimism or pessimism. He underscored the crucial role advisers play in helping clients navigate volatility, leveraging Morningstar Wealth's globally based research team to identify opportunities and assess risks. "Scenario analysis is a powerful tool to understand portfolio behaviour under different economic conditions and find good diversifiers," he said. Key drivers for market performance in 2025 According to Coop, long-term drivers of market p...

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

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Iress launches two-way integration with CIExpert for advisers

Iress launches two-way integration with CIExpert for advisers

Helping advisers meet Consumer Duty demands

Jaskeet Briah
clock 28 January 2025 • 2 min read
Progeny makes leadership changes as Tom Wood becomes CEO

Progeny makes leadership changes as Tom Wood becomes CEO

Founder Neil Moles moves into non-exec and president role

Sahar Nazir
clock 28 January 2025 • 1 min read
Israel-Gaza ceasefire: Implications for UK investors and financial advisers

Israel-Gaza ceasefire: Implications for UK investors and financial advisers

Sahar Nazir explores how geopolitical tensions and resolutions impact UK investors

Sahar Nazir
clock 27 January 2025 • 4 min read