Back to Basics: Investment Education


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Do you know your asset allocation from you elbow? Do you know the difference between a bond’s coupon and its yield? Prepare to impress your friends and family – and win pub quizzes based within the square mile. This month on the Morningstar Podcast we’re focusing on Financial Education, and we’re going back to basics.

Morningstar Editor, Emma Wall starts us off by explaining the importance of taking control of your finances.

Diversification is extremely important in an investment portfolio. Equities offer investors the chance for profit over the medium to long term, but fixed income has also fared well proving the need for both explains Morningstar’s Senior Fund analyst Jose Garcia Zarate

So how do we go about blending assets to make a successful portfolio? It is not enough to pick fantastic investments - you have to blend them together in a complimentary way explains Head of Multi-Asset for Liontrust, John Husselbee.

When Is it OK to Run Out of Money in Retirement? Capital preservation is important - especially at the beginning of your retirement. Emma Wall and JP Morgan’s Annabel Duncan discuss why you don't necessarily need to be afraid to let your assets dwindle.

The idea of putting money away for a pension that is 20, 25, 30 years in the future can be very challenging for some people who prefer spending on tangible purchases in the here and now. Investment Consultant for Redington Freddie Ewer discusses how we need to start changing social norms to boost our income for retirement.

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