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Client Servicing

Get equipped with current market commentaries and articles to share with clients during your review process. The section also includes educational tools and materials to help explain investment concepts to your clients when seeking to either reassure them of existing strategy or transition to a new approach.

Global Market Commentary
Global Market Outlook
We’re in a late-cycle, momentum-driven market, where valuation is at an extreme. Momentum can drive markets beyond fundamentals for an extended period. No investment process is going to pick the peak in the cycle, but we’d lean out as the risks increase.

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Market week in review
Watch each week, and our experts will keep you informed of key market events and provide you with an easy-to-understand outlook on the week ahead. Join industry leaders Erki Ristuben, Paul Eitelman, Adam Goff, Mark Eibel, and other industry-leading experts.

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Economic Scorecard
This quarterly client infographic provides a snapshot of key economic indicators to share the latest market insights with clients.

Investor education resources

Value of diversification

This chart highlights the importance of diversification in a portfolio.

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Asset class returns

This chart shows that no one asset class consistently outperforms on a regular basis.

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Cycle of market emotions

Investing can be like riding a roller coaster. This map explains the impact of market sentiment. Read more

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Retirement lifestyle selector

A visual aid to help clients identify the income they are seeking to achieve in retirement

 

Client articles


Five ways to get your finances in order

As we start a new financial year, there’s no better time to take a step back and review your finances. Here are five tips to get you in great shape.


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Resisting temptation

Human beings have developed language, conquered gravity, and made the most of our opposable thumbs. What we’re not terribly good at though, is overcoming our own worst impulses – particularly as investors.


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Know your bears from your bulls

Ever heard someone waxing lyrical about the importance of diversifying your portfolio across asset classes and wished you knew what on earth they were talking about? Check out our plain-language guide to common investing terms, and you’ll be holding your own in no time.


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