Focus on resilience rather than just returns: Morningstar
Accessibility of information – some of which has questionable quality – means portfolios are exposed to more frequent, larger swings in market expectations.
Morningstar cautioned financial advisers to prepare their clients’ portfolios for unexpected and quickly changing market conditions, even as both the ASX200 and the S&P500 hit record highs.
Pointing to examples of market surprises such as the stock market rally at the end of 2023 or Russia’s war
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