With this in mind, clients are looking for a more stable investment journey. The section below highlights approaches to investing that look to navigate and chart a steadier course, even in choppy market conditions and includes strategies for:
- Beating inflation
- Traversing higher interest rates
- Charting a steadier course with absolute return funds.
Whether your clients are looking for a core holding within a diversified portfolio or an all-in-one investment solution, here at M&G we believe these strategies focus on limiting the downside in difficult conditions, while aiming to provide a reliable and steady return.
The value of investments and the income from them will fluctuate. This will cause the fund price to fall as well as rise. There is no guarantee the funds’ objectives will be achieved and you may not get back the original amount you invested.