Helena Morrissey, Newton CEO, argues that today's successful investment managers need to have broad perspective, flexibility and a global approach to meeting investors' needs.
Four Principles to Guide Individual Investors
Leo Grohowski, Chief Investment Officer of BNY Mellon Wealth Management, reflects on the evolving financial landscape and discusses the challenges and opportunities it presents for individual investors. He discusses how new investment tactics are needed to complement disciplined, long-term strategies, presenting four themes individual investors need to address.
Given a subdued market recovery in 2010, Leo advocates for a diversified portfolio, while taking advantage of opportunities and controlling downside risk. Additional detail on this approach and the four key themes can be found in Investment Insights, our review of the trends impacting today's investor.