In my 30 plus years as a Financial Adviser I was always in the investment camp which, once a client had identified funds available for a medium/long term investment portfolio, recommended a buy and hold strategy.
In the handful of cases where clients insisted on moving to cash ahead of perceived volatility they congratulated themselves on being so clever in getting out ahead of a market decline. The problem was that they were only ready to reinvest when their confidence had returned — and markets were above the level at which they had sold!! So they may have avoided a few months’ worry but only at the cost of medium/long term gains.
Why I need your help is that I cannot help asking myself the question
is it different this time around?
I have seen plenty of comment around the in/out Brexit argument but precious little on what advisers/commentators feel the investment strategy should be ahead of the vote.
If you have seen any articles, blog posts, website commentaries, YouTube presentations etc, I would be grateful if you could send me the links. If you have any firm views yourself please feel free to share.
If you are interested to know what I get and what my conclusions are just pop the words Brexit in the request info box and I will send you my report when it is ready.
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