A focus on fundamentals, not forecasting will help your clients achieve their financial goals

The past couple of weeks have proven that no one can predict what’s going to happen in investment markets. However, over the long term, the price of an investment tends to follow its fundamentals. Daniel Needham, Chief Investment Officer and President, spends a couple of minutes outlining why fundamentals underpin our investment approach.

How we look after your savings

  • A key focus on risk management, not just the potential for returns
  • Increasing your buying power
  • Today’s best investment opportunities