Don’t look back in anger – Investment diversification for world ahead.

Presented by

Simon Morris, National Business Development Manager, Premier Miton

About this talk

In a world where a relatively small cluster of investment themes have driven the bulk of portfolio returns in recent years it is understandable that many advisers have questioned the benefits of ongoing portfolio diversification. In this presentation will we revisit diversification to explore what it means and some of the reasons it hasn’t worked as well for investors in recent years. We will also explore what investment risks currently exist that may need to be diversified and how this might be done. Finally we will challenge advisers to consider how truly diversified their current portfolios are and also to consider asking their multi asset providers to help them better understand the underlying drivers to portfolio performance and, crucially, what they might expect in the event that market conditions change.

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