Arrow Insights | Episode 03 - Liquidity
In this edition of Arrow Insights, Mathew Ashton and Simon Lewis explore the pivotal topic of liquidity in investment portfolios. The dialogue opens with a discussion on the significance of liquidity, emphasising its role in meeting clients' immediate and short-term financial needs. They stress the importance of incorporating assets that offer liquidity without sacrificing the clients' long-term investment goals.
Throughout the episode, Mathew and Simon further examine the implications of liquidity in various scenarios, including market opportunities and unexpected personal events. They articulate how maintaining liquidity, alongside a diversified portfolio, is essential for capitalising on market movements and safeguarding against unforeseen expenses. This episode is particularly insightful for investors seeking to understand how liquidity impacts their investment strategy and overall financial planning.
General Advice Warning:
Any general advice on this page does not take account of your personal objectives, financial situation and needs, and because of that, you should, before acting on the advice, consider the appropriateness of the advice, having regard to your objectives, financial situation and needs. Information contained on this page was correct at the time of posting.