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Focus on resilience rather than just returns: Morningstar

Accessibility of information – some of which has questionable quality – means portfolios are exposed to more frequent, larger swings in market expectations.

Morningstar senior portfolio manager Bryce Anderson.

Dan Purves Thu, 08 Feb 2024

Morningstar cautioned financial advisers to prepare their clients’ portfolios for unexpected and quickly changing market conditions, even as both the ASX200 and the S&P500 hit record highs.

Pointing to examples of market surprises such as the stock market rally at the end of 2023 or Russia’s war

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Dan Purves Thu, 08 Feb 2024
Contact the Writer: dpurves@nbr.co.nz
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Focus on resilience rather than just returns: Morningstar
Investment,Australia,
102602