Currency RiskThe next scandal in UK Financial Services?
In a recent interview with Proactive Investors, Ben Raven talks about how the last 20 years have seen a fundamental shift away from advisers recommending UK-centric portfolios to a globally diversified approach.
Ben explains that this shift brings with it an increase in the average client’s exposure to overseas markets, and in turn the currency markets. Raven claims this exposure, and the impact it can have on a client’s portfolio returns and portfolio volatility, is often overlooked or at times even misunderstood. Raven subsequently discusses how a client’s portfolio can ultimately become mis-aligned with their attitude-to-risk profile, where the liability lies and the FCA’s stance on portfolio suitability.
“It is the responsibility of an Adviser to identify, understand and sufficiently explain all types of risk to a client prior to recommending an investment.”
WATCH THE VIDEO BELOW:
Welcome to the Q1-2019 ‘Quarterly Perspectives’ publication, which aims to explain our outlook for financial markets over the rest of the year.read more
Christopher Peel, our Chief Investment Officer, discusses the environment in U.K. investment before Brexit deal on CNBC.read more
Tavistcok CIO Sees a good Environment to Be Long Risk Assets.read more
Christopher Peel talks about Brexit and its potential impact on Sterling.read more
The average client invests for the medium to long term. Of course they’ll experience ups and downs, but the aim is always to increase the value over time, right?read more
Speaking on Bloomberg, Christopher Peel discusses the recent decline in the price of oil and the potential impact on U.S. High Yieldread more
Welcome to the Q4-2018 ‘Quarterly Perspectives’ publication, which aims to explain our outlook for financial markets over the rest of the year.read more
Earlier in the week, US equities suffered their worst declines since February 2018.read more
Christopher Peel talks about Brexit & Sterling and the Bear Market in Bonds on CNBC.read more
Christopher Peel gives his views to Reuters and Morningstar on Global financial Markets.read more
Christopher Peel speaks to Daybreak Europe’s Markus Karlsson about why he’s long-term positive on the trade story, and about the state of affairs at the Federal Reserve, after Wednesday’s Fed minutes.read more
Christopher Peel provides his quarterly perspectives for Q3 2018 on CNBC.read more