A lot of asset managers tell you about what's already happened in the market and why they think it happened. Surprisingly few have the expertise and the courage to tell you what they think might happen.
Clark Capital is one of the few that publishes an outlook and keeps updating it as conditions change. That makes them extremely valuable . . . you can give your clients the scenarios and better gauge their comfort zone, rather than just passively react when events upset the status quo.
And because you aren't just passively reacting, it's good for you as well. You can educate clients on the possible ways their portfolio will go, make changes in advance if the outcomes are intolerable.
Finally, because the outlook feeds the actual investment strategies, you know that when the Clark outlook shifts, the strategies will dynamically adjust. Clients will be able to see in real time that they're pivoting to get out of the way of a storm . . . or capture an opportunity.
Normally we'd simply mirror the outlook and let you see for yourself. This time, however, Clark has gone out of its way to collect all its mid-year forecasting in a single location that's easy to navigate and digest.
It's right HERE. And it's multimedia so you can swim around a little to absorb all the nuances.
June 19, 2022
More Articles
AssetMark: AI for Advisors
Research says nine out of 10 financial advisors believe AI can help grow their book of business. Additionally, 83% believe AI will have a direct, measurable, and consistent impact on the client-advisor relationship in the next 18 months.
UX Wealth: How Top RIAs Are Increasing Control Over Investments
Nearly 70% of assets are managed under the Rep as Portfolio Manager structure, where advisors actively construct and make allocation decisions for client portfolios. If that's you, you owe it to yourself to make the process as efficient as possible.