Given current market conditions, it is understandable that some investors would want to ‘take refuge’ in cash to ride out low equity returns – but is that a good strategy? The answer is more complicated than simply looking at recent returns.
Blog Archives
What is switching?
We often caution investors against ‘switching’ at the wrong moments. But what exactly is switching and how do you know whether or not it is an opportune time to switch?
To have and to hold…
Regular readers of our commentaries will know that our goal is long-term wealth creation for our clients. Therefore, you won’t be surprised that we worry about a gap between our unit trusts’ returns and the returns achieved by the average…
