Maria Colangelo, Vanguard senior credit analyst and co-head of the global industrials team, and Kunal Mehta, head of fixed income specialist team, Vanguard Europe, examine the risks facing corporate credit investors and where the future opportunities may emerge.
The low-yield environment, coupled with changing lifestyles in the wake of the Covid-19 pandemic, mean retirement planning is an area where advisers can offer significant value to clients. Coaching them on appropriate investment and spending strategies can help them meet their retirement goals.
The benefits of rebalancing might not be immediately clear to many clients, so it's important to communicate the importance of regular rebalancing to keep clients on track.
We provide a timely reminder about what it means to be a long-term investor and why it's important to invest strategically, so you're best prepared, whatever the circumstances.
In our recent study "Assessing the value of advice", we observed the effects of professional advice on a large number of clients with comparable experience. Read the key findings here.