Distinguish a tactical view from a strategic one

“Most of the reasons to not invest in bonds tend to be based on tactical views and if you do make investment decisions based on tactical rather than strategic views, you’re bound to be disappointed.”

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Putting values at the heart of advice

Putting values at the heart of advice

When it comes to strategic advice, incorporating a client’s values is just as important as their circumstances, needs and goals, according to Russell Investments. Values can also be a core consideration when selecting investments to ensure alignment with portfolios and outcomes.

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