Decade Long Investing: Next Era of Wealth Management
This Independent Thinking® issue reflects on the decade since the Great Recession, highlighting the lessons learned and the importance of preparing for an evolving investment landscape over the next ten years.
The edition underscores the value of long-term investing, disciplined diversification, and realistic market expectations amid subdued global growth and shifting geopolitical dynamics. It discusses the challenges of predicting and preparing for recessions, the growing relevance of responsible investing, and the complexities of choosing the right wealth advisor.
Additional features include an interview on clean energy investing and practical advice for managing life’s major transitions and adapting to a changing wealth environment.
Independent thinking®
VOLUME 34
Decade Long Investing: Next Era of Wealth Management
Investing for the Next Decade – Highlights the importance of maintaining a long-term perspective, leveraging diversification, and setting realistic return expectations as markets face slower growth and increased volatility.
Recession Readiness and Economic Forecasting – Explores the difficulties in predicting recessions, the indicators to monitor, and strategies for preparing portfolios to withstand economic downturns.
The Rise of Responsible Investing – Examines the growing demand for ESG (Environmental, Social, and Governance) investing, its impact on portfolio construction, and its potential to drive future growth.
Selecting the Right Wealth Advisor – This section provides a legal perspective on the critical factors to consider when choosing an advisor, including fiduciary responsibility, transparency, and alignment with client goals.
