The value of investments and the income from them can fall as well as rise and you may not receive back the original amount invested.
Beyond traditional asset classes, where do we look for real returns over and above inflation? What are the alternatives?
The S&W International Client Indices are a set of calculations which indicate the returns that clients might expect from the investment strategies that we offer. Our Portfolios are bespoke to meet a client’s needs, so it is unlikely that returns will reflect the movement of the indices exactly.
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As we enter the ninth year of a bull market, the second longest in history, ensuring portfolios are diversified is important.
The S&W GBP Strategy D Indices are a set of calculations which indicate the returns that clients might expect from the investment strategies that we offer. Our Portfolios are bespoke to meet a client’s needs, so it is unlikely that returns will reflect movement of indices exactly.
In Septembers issue: The global economic backdrop favours equities over bonds
Our focus is on preserving and growing our clients’ wealth by providing experienced investment management, which is precisely what we’ve been doing for over 100 years.
The S&W Euro private client Indices are a set of calculations which indicate the returns that clients might expect from the investment strategies that we offer. Our Portfolios are bespoke to meet a client’s needs, so it is unlikely that returns will reflect the movement of the indices exactly.
