Mason Stevens

As investors seek greater portfolio exposure and diversification at lower cost, two increasingly popular options – thematic ETFs and managed-account solutions – show how wealth management practices are adapting to clients’ evolving needs.

India’s booming population has many considering whether and how to get exposure to its market, despite its year-to-date underperformance. While it may not be the next China, India’s growth prospects remain attractive, driven by multiple tailwinds, and investors now have more points of access, Mason Stevens says.

The current economic cycle is too changeable to set any portfolio to autopilot, according to Mason Stevens’ Jacqueline Fernley. Counterpoints to conviction are needed, and the devil’s advocate should be your friend.