Inflation, the cost of living crisis and the impact on clients’ investments are all up for debate in our latest Adviser’s Point of View podcast. In this episode, host Simon Cooper, Head of DFM Relationship Management at Cazenove Capital, speaks to Portfolio Director Richard Gould about how advisers can help and reassure their clients through turbulent markets and how Cazenove Capital is responding to events. This is part of a wider podcast series looking at the challenges that financial advisors and their clients face today as part of Cazenove Capital’s ‘Lens On’ channel.
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This podcast is issued by Cazenove Capital which is part of the Schroder Group and a trading name of Schroder & Co. Limited, 1 London Wall Place, London EC2Y 5AU. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Nothing in this podcast should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested. This podcast may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements. All data contained within this podcast is sourced from Cazenove Capital unless otherwise stated.
List of topics:
- Current inflationary environment and how it’s affecting clients
- How does inflation in the 1970s compare to today?
- How clients can lower their exposure to these risks
- The growing need for financial advice
- Clients’ dependency on investments for income and retirement planning
- The economic backdrop
- Reassuring clients
