Presentation overview 

Who wants to be richer?

The session focuses on understanding the performance and interaction of different asset classes and how these shape investment outcomes over time. It highlights the powerful impact of compound growth and how small differences in annual returns can significantly influence long-term wealth creation. This understanding is crucial when considering investment strategies and setting realistic expectations for client outcomes. 

Market concentration within major indices is also explored, examining how the dominance of a handful of stocks can affect diversification and risk. The session looks at how asset class returns have evolved since significant market events, such as the global financial crisis, offering valuable context for understanding periods of volatility and market recovery.

Currency considerations form another key topic, with discussion around the role of different global currencies in shaping investment returns and the importance of currency denomination in portfolio construction.

 By the end of the session, participants will have strengthened their understanding of investment performance, the influence of global markets and currencies, and the role of asset class selection in achieving their clients’ long-term financial goals. This session is designed to be both informative and enjoyable, providing topical insights and practical knowledge that can be applied to real-world investment scenarios.

Learning outcomes

By the end of this presentation, you’ll be able to:

One.
Describe the performance and interaction of different asset classes.

Two.
Summarise asset class returns.

Three.
Explain the impact of currency denomination on investment returns.