The Advice Show

Dynamic Planner: risk and reward in a post Covid-19 world


Listen Later

Special features editor Charles Walmsley speaks to Chris Jones, proposition director at Dynamic Planner. The pair talk about the speed of the coronavirus market crash and how investors have reacted.
The crash prompted a deluge of 10% drop notifications to be sent to clients, in accordance with Mifid II rules. While this has been derided by many Jones notes that communications explaining what has happened to an person's particular portfolio could actually prove reassuring given the general market headlines that person will be hearing.
Another topic of conversation is how the riskiness of certain stocks may need to be reassessed as the crisis unfolds. And how funds invested in drawdown under the pension freedoms will face a big test, not just now but in years to come.
And there is discussion of active and passive investing in light of the new market conditions, and why recent ESG outperformance may have been more by luck than design.
...more
View all episodesView all episodes
Download on the App Store

The Advice ShowBy Citywire


More shows like The Advice Show

View all
Wake Up to Money by BBC Radio 5 Live

Wake Up to Money

57 Listeners

This is Money Podcast by This is Money

This is Money Podcast

41 Listeners

The Meaningful Money Personal Finance Podcast by Pete Matthew

The Meaningful Money Personal Finance Podcast

87 Listeners

The Money To The Masses Podcast by Damien Fahy

The Money To The Masses Podcast

13 Listeners

The Wealth Show by Citywire

The Wealth Show

0 Listeners

FT News Briefing by Financial Times

FT News Briefing

647 Listeners

AJ Bell Money & Markets by AJ Bell

AJ Bell Money & Markets

13 Listeners

On The Money by interactive investor

On The Money

4 Listeners

The Rest Is Politics by Goalhanger

The Rest Is Politics

2,919 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

991 Listeners

The Rest Is Money by Goalhanger

The Rest Is Money

182 Listeners

Merryn Talks Money by Bloomberg

Merryn Talks Money

48 Listeners

Political Currency by Persephonica

Political Currency

123 Listeners

TRAP: The Real Adviser Podcast by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

TRAP: The Real Adviser Podcast

5 Listeners

Many Happy Returns by PensionCraft

Many Happy Returns

33 Listeners