Keeping your practice cyber safe | The key to surviving investment market volatility | Summer round up video
Morningstar Wealth EMEA
Morningstar Wealth brings together capabilities across Morningstar's business, to meet the needs of financial advisers.
Following the volatility earlier in the month, we close August on a steadier, if more cautious note. The Bank of England cut interest rates by 0.25% to 5% and global markets have levelled out from a correction that likely had many clients concerned.
With this market context in mind, this newsletter includes a video summarising the recent market events, and an article on why laziness can be one of the best approaches to dealing with volatility.
As always, reach out if you have any questions at all.
CPD webinar: Keeping your practice safe from cyber security threats
With the increasing risk of cyber breaches, this session will equip you to stay ahead of potential threats, ensuring your practice remains well-protected and out of cyber breach headlines.
Video: Summer round up??
The typically “quieter period” of summer holiday season has seen 2024 prove to be an exception. We’ve put together a quick recap on some of the big events that you can share with your clients to keep them calm and engaged.
Letter from the Chief Investment Officer: Noisy markets????????
For many months we’ve highlighted the unusually large gains in equity markets. It’s not unusual for this to be followed by pull back. Right on cue, August saw falls in share prices and the return of concerns about recession. What did the sell off tell us about the future and how to position portfolios???
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The key to surviving investment market volatility: Be lazy????
It's natural to want to take action when things feel out of your control. But keeping a cool head is key. If your clients feel the urge to take action during market volatility, walk them through these approaches.????
Making headlines
Derek Smith in Professional Adviser: Shifting the AI narrative: Collaboration, not challenge in advice
Mark Sanderson in Professional Adviser: Advisers want information on what the new govt means for markets
Ryan Murphy in Money Marketing: Advice gamma and the power of behavioural coaching
For more timely insights to help you navigate today’s markets, be sure to subscribe to the Morningstar Wealth Global Insights Newsletter. Alternatively, if you have any questions, please get in touch and request a callback today.
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