Nick Lincoln at HUM London 2022
Bonds: The Great Reset
At the Humans Under Management London 2022 event, speaker Nick Lincoln presented on the evolving role of bonds in financial portfolios. With extensive experience in the financial industry, Lincoln challenges traditional investment strategies.
The talk primarily addresses the diminishing value of bonds in providing income and stability for retirees, urging financial advisers to rethink their approach to fixed income investments.
Key Points:
- Modern portfolio theory has misled advisers into viewing bonds as a safe investment, despite their low yields.
- An analysis of recent market trends highlights that bonds have not provided the expected protection during downturns.
- Emphasis is placed on focusing client portfolios on equities of strong companies rather than low-yielding bonds.
- The importance of effective client communication and understanding their true risks is underscored.
Watching this video will equip financial advisers with fresh insights on portfolio management and client relationships, empowering them to make informed decisions that better serve their clients' needs.
