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Investment portfolio performance in the 'new normal'

In the midst of uncertainty, there is always opportunity. Here are some investment highlights we have experienced and are considering at Hallam Jones:

• In April, we discussed the road to recovery for the global economy would be long, reflecting the reality of the economic ‘sudden stop’.
• At that time, global share markets were 22% off their lows, but still down -15%.
• A typical Hallams Jone client was down just -6.5%, highlighting our success in mitigating the downside.
• Given company valuations were significantly lower and interest rates near zero, there will be large capital flows into share markets.
• Some five months later, the typical Hallam Jones client is now up 7.9% for the eight months to the end of August, outperforming clients of our major competitors, and the New Zealand share market.
• In a few months from now, the United States and New Zealand elections will be behind us and there is a good chance that we will be on the verge of an approved COVID-19 vaccine.
• The journey will remain volatile.
• For those clients with long-term investment horizons, the best strategy is to look beyond the short-term and ensure your asset allocation reflects your personal circumstances.

If you would like to help to protect your investment portfolio, talk to our team today.