Staying the course even when it feels uncomfortable
Session overview:
Can cash do the heavy lifting when it comes to funding retirement and building wealth?
The last couple of years have been a lot for investors. We know you’ve been working overtime to keep your clients engaged with their financial plans and on track to achieving long term goals. After our September webinar, we asked what’s on your and your clients’ minds. Overwhelmingly (84%) you responded that it was investment market uncertainty and the lure of cash. Whilst cash can seem attractive at the moment, achieving your clients’ long term goals is likely going to take more than cash.
Join Chief Investment Officer, Mike Coop, as he puts into context the rise of cash and overviews how he’s responding to investor questions about the lure of cash. Mike will balance the short term advantages of cash with the opportunities the investment team arecapturing that can provide the growth and diversification needed to build wealth and sustain retirement. We’ll provide practical, real-world examples to demonstrate what Morningstar’s portfolios look like in action to delivering your clients’ longer term goals.
Following the webinar, we’ll deliver talking points and tools to help with your client conversations designed to keep your clients calm and engaged with their financial plans.
Important Information
2025 Morningstar. All Rights Reserved. The Morningstar name and logo are registered trademarks of Morningstar, Inc. The content on this website includes proprietary materials of Morningstar. Reproduction, transcription, or other use, by any means, in whole or in part, without the prior written consent of Morningstar is prohibited.
This content on this website does not constitute investment, legal, tax or other advice and is supplied for information purposes only. Morningstar Investment Management Europe Limited cannot guarantee positive results from our investment decisions, and we cannot guarantee that our portfolios will meet your objectives or that losses will be avoided in any of the portfolios. Past performance is not a guide to future returns. The value of investments may go down as well as up and an investor may not get back the amount invested. The information presented herein will be deemed to be superseded by any subsequent versions made available on this website.
Morningstar Investment Management Europe Limited is authorised and regulated by the UK Financial Conduct Authority to provide services to Professional clients and and is the entity providing the investment management services. Registered Office: 1 Oliver’s Yard, 55-71 City Road, London, EC1Y 1HQ. Registered in England under company number: 05732689. Morningstar’s fund research and rating activities are not undertaken by Morningstar Investment Management Europe and as such, are not regulated by the UK Financial Conduct Authority. Morningstar Managed Portfolios can only be made available through the use of Financial Advisers and other relevant intermediaries appropriately authorised and regulated by the Financial Conduct Authority or equivalent financial regulatory authorities.