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Robert Lee, our Co-Head of Multi-Asset Investments, shares his insights into the past year and emerging asset allocation trends with Citywealth's April French Furnell

Robert Lee

Published 10/11/2020

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Robert Lee, our Co-Head of Multi-Asset Investments, shares his insights into the past year and emerging asset allocation trends with Citywealth's April French Furnell

 

The pandemic wallet

By April French Furnell
 
2020 was, as one private client advisor frankly said, “a crappy year”, not only for public health but also for companies who had to reconfigure to cope with the dramatic change in economic decisions. Citywealth’s April French Furnell spoke to wealth managers for their insight into the year; the intensified ‘search for yield’, appetite for alternatives and thoughts on ESG during the corona-coaster.
 
 
Signia's Robert Lee, Co-Head of Multi-Asset Investments, features:
 
Helter-skelter
 
Buckle your seats, it’s going to be a bumpy ride. The challenging year for wealth managers and investors started to emerge around March but as Rob Lee, Co-Head of Multi-Asset Investments, at Signia Wealth explains, even in difficult times, with fear and panic everywhere, opportunities will present themselves. “When markets fall out of bed, it’s about getting ahead of the situation to preserve wealth; only to get back into the market when the risks are deemed to have subsided,” and subside they did. For instance, “We saw an opportunity following the unprecedented levels of stimulus from global policy makers and the US, in particular. We saw this before during the global financial crisis, and we flagged an opportunity to allow clients to participate in the market rally”, he said. Adding though that, “both the quantum and pace of the equity market rally were a surprise”.
 

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