Multi-asset  

Guide to defensive multi-asset investing

  • Explain some of the challenges of multi-asset investing right now
  • Describe how inflation might perform over the coming months
  • Identify some of the challenges over equity income
CPD
Approx.60min
Guide to defensive multi-asset investing

Introduction

Multi-asset investing is a popular route for many advisers and their clients, as it takes a lot of the research out of the process.

But, as with any type of investing, the usual strategies have come under pressure, because so much has changed in the economic landscape.

For example, which types of stocks are going to be worthwhile investments, assuming that we head into a recession?

Will we be seeing a big rise in inflation, following all the government intervention over the past few weeks?

And where does an adviser look for income, especially now that the usual big dividend payers, the banks, have been banned from doing so this year.

Clients still want advisers to look after their portfolios, but everyone is having to make big adjustments.

This guide, which is worth an indicative 60 minutes' CPD, attempts to set out some of the challenges.

In this guide

CPD
Approx.60min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. According to the first feature, what is 'fundamental risk'?

  2. According to the first feature, why did bonds and equities rise in value at the same time, following the financial crisis?

  3. In the second feature, why does David Coombs think hyperinflation will not happen?

  4. According to the fourth feature, why have growth stocks performed better than value since the global financial crisis?

  5. According to the fourth feature, why is it difficult to find equity income right now?

  6. According to the fourth feature, some of the more high yielding companies are the more economically cyclical ones, true or false?

Nearly There…

You have successfully answered all the questions correctly, well done!

You should now know…

  • Explain some of the challenges of multi-asset investing right now
  • Describe how inflation might perform over the coming months
  • Identify some of the challenges over equity income

I completed this CPD in

To bank your CPD please complete the form below.

Were the stated learning objectives met?

Why weren't they met?

What did you learn from undertaking this CPD exercise?

Why did you undertake this piece of learning?

Banked!

Congratulations, you have successfully completed and banked this piece of CPD

Already Banked!

You have already banked for this article.

To bank your CPD you must or

Register

One or more questions have been incorrectly answered,
 please review your answers and try again.

Please complete all the above text fields to bank your CPD.

More Investments CPDSee my completed CPDSee all CPD