Conversation starters

Address some of your clients' most pressing concerns around investments through our library of scenario-specific charts

Diversification is key
Help your client understand how a diversified portfolio can lessen the effects of market volatility and may deliver more consistent returns over the long term.
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Strategies for volatile markets
Prepare your clients for potential market turbulence to help avoiding impulsive trades and discuss how systematic investing can be of help.
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Inflation and its impact on expenses
Inflation can significantly erode your clients future purchasing power and having a timely conversation about its impact can help planning investments accordingly.
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Interest rates drive bond returns
With interest rates expected to continue rising, the value of your client’s bond portfolio could deteriorate. This conversation starter will help you address the benefits of a flexible and diversified fixed income portfolio.
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The diversifying role of alternative investments
Help your clients understand the uncorrelated nature of alternative investments.
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The importance of factors
Asset allocation is no longer a conversation about asset classes. Take your client conversations to the next level by introducing the concept of factors as drivers of risk and return.
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Accelerate recovery
Help you clients understand how investing only in low risk-asset investments may have an negative impact on market downturn recovery.
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