Citywire: Wealth Managers May Need A Complete Rethink

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My latest piece, published in Citywire, takes aim at balanced and risk-rated funds

I believe that suggesting wealth managers 'may need a complete rethink' should get some attention. The message of the article is that if high inflation persists, as history and theory suggest it might, balanced and risk-rated funds would be broken for a very long time, as indeed they were for 16 years from 1965 to 1981.

I will reproduce the article on Chimp Investor at some point but you can view it directly on Citywire's website here: https://citywire.com/wealth-manager/magazines/wm-issue-572#cw-peter-elston-2. You need a subscription to view but the sign up is free.

The views expressed in this communication are those of Peter Elston at the time of writing and are subject to change without notice. They do not constitute investment advice and whilst all reasonable efforts have been used to ensure the accuracy of the information contained in this communication, the reliability, completeness or accuracy of the content cannot be guaranteed. This communication provides information for professional use only and should not be relied upon by retail investors as the sole basis for investment.

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