FoxPlan Mid-Month Newsletter
As the world’s attention focuses on Ukraine, we understand that some investors might be feeling unsure about these events and their geopolitical risk on global markets.
Investors in global equity portfolios inevitably face periods of geopolitical tensions. Sometimes these events lead to restrictions, sanctions, and other types of market disruptions. We cannot predict when these events will occur or exactly what form they will take. However, we can have the correct structures in place through using diversified portfolios and building flexibility into our process.
It is our job as advisers to understand what is happening in the world to ensure that our long-term recommendation remains valid for your long-term plan.
This does not mean that some of you might not still be nervous, as is natural in times of uncertainty. If you are concerned about how current events may be impacting your portfolio, please contact us. We are here to help you through times of volatility. Before making any changes to your portfolio, it is important to get advice so we can work with you to ensure your portfolio continues to meet your goals.
If you would like some resources and information about your portfolio and the market, please refer to the articles below
Synergy Update – Fund Manager Responses to Ukrainian Crises
As we watch events in the Ukraine unfold, many Synergy investors are asking which investment fund managers have exposure to Russian assets, and how they are dealing with these investments going forward? Synergy portfolios contain eight managers with strategies that potentially have exposure to Russian companies in their funds.
Russia, Ukraine and a Lesson in Diversified Investing
In the midst of such turmoil, markets have operated exactly as they should. Global uncertainty has increased. As a result, buyers require a higher expected return from purchasing shares. They achieve those higher expected returns by purchasing at lower prices. Sellers, meanwhile, are happy to accept a lower price and a resulting lower realised return in order to reduce their uncertainty.
The above articles were supplied by Consilium and Synergy Investments in their monthly communication with FoxPlan