7 tips for success in asset allocation

The seven key considerations to bear in mind for AA investments

After two major equity bear markets in the last decade, the benefits of diversification through strategic asset allocation have rarely been clearer. Consensus suggests equity returns in coming years are poised for considerable volatility, so clients should consider a blend of assets to meet their objectives and help them smooth the performance of their investments. The theory behind diversification is very simple – asset classes have different drivers of return so will perform differently at various stages of the market cycle. By actively allocating across the different areas, it i...