Helping Clients Weather The Storm
What steps are you taking to help your clients during these volatile times?
Tune in as Blair Setford, VP of Product Management, sits down with Counsel’s VP of Portfolio Strategy, Paul Punzo, to discuss how the team is responding to recent market volatility, their outlook for 2022, and how client portfolios are being positioned for the markets ahead.
Highlights include:
- Not expecting a recession, but if one occurs, it may be mild
- Expect equities to lose more ground as the “risk-free” rate continues to rise
- Value should continue to hold up better than growth
- Returned to our neutral weightings on equities and fixed income
- Regional equity weightings have been nudged back closer to neutral
- Expect defensive sectors like consumer staples to do better than cyclicals like consumer discretionary or financials – increased weighting to multi-factor strategies to get those exposures
In his latest blog, John Novachis, EVP at Investment Planning Counsel sheds light on emerging trends catching the attention of Advisors, but are these the right choice when considering your succession plan?
The industry has a $400 billion dollar problem. Here's what we can do to prepare.
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