‘Clients need to take more risk to see real returns'

‘Clients need to take more risk to see real returns’

Sanlam Private Investments' Helen Johnson tells Alice Rigby how risk has returned to the top of the agenda for clients, the importance of liquidity for bond funds, and what wealth managers can do to counter the challenge of DIY investing.

What concerns are you hearing from clients right now? Everyone is slightly cautious, especially given recent volatility. As a result, clients want to protect their portfolios and the value held in them. As ever, this means we need to offer as much return for as little risk exposure as possible. In the current environment, clients have to take more risk to see real returns on investment. Ultimately, they trust us to manage their portfolios on a discretionary level. What changes have you made to your portfolios recently? The key to our strategy is diversity, so we maintain relati...