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How to manage client expectations through inflation uncertainty

  • Describe some of the challenges with investing currently
  • Identify the impact of inflation on investment portfolios
  • Explain how to manage sustainability of income
CPD
Approx.30min

Ryan Medlock is senior investment development manager at Royal London

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CPD
Approx.30min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. Inflationary periods are extremely rare in business cycles, true or false?

  2. All asset classes have lagged inflation, true or false?

  3. Which asset classes have thrived during the current period of inflation?

  4. The author says the current multi-asset diversification of 60/40 equities and bonds is not weathering the inflationary environment well, true or false?

  5. Which of the following is NOT a suggestion for managing income sustainability?

  6. What is the main problem with investing in higher risk assets?

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You should now know…

  • Describe some of the challenges with investing currently
  • Identify the impact of inflation on investment portfolios
  • Explain how to manage sustainability of income

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