Dan Kemp: Four key questions facing investors today

Trade wars, Chinese debt, rates and liquidity

clock • 3 min read

As geopolitics and Neil Woodford continue to dominate the headlines, Dan Kemp and his team address four of the most pressing investment questions currently facing advisers and their clients

How do you suggest an investor protect against the reigniting trade war? Let us first say that protection is only one side of the coin. Of course, we want to protect against the downside, but equally we want to avoid speculating on unknowable matters or being scared out of an investment. These are behavioural traps that feeds the ‘buy high, sell low' problems that regularly haunt investor returns. Portfolio construction needs to be broader than focusing on a single potential downside pressure. The better way to think about building portfolios is to ensure adequate fundamental diversifi...

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