The Great Global Shift: New World, New Rules
As changes in the balance of power drive our global economy, we have entered a period of volatility and unpredictability. To address these changing dynamics, Merrill Lynch Wealth Management, working with Eurasia Group, has launched "The Great Global Shift," an initiative to help financial advisors and investors navigate the unpredictable global market, seize emerging opportunities and thrive in prolonged periods of turbulence and uncertainty.
For companies and their employees, this means understanding the forces at work and how they can affect financial benefit plans. What resources and education do your employees need to make the most of their benefit plans in this environment? What advice and guidance do they need to reach their financial goals in this new world order?
Please view Merrill Lynch Wealth Management's "The Great Global Shift: New World, New Rules" webcast, or download the whitepaper.
"People have to face the market head on and understand how to seize opportunity in this new world. That means considering the economic, social, and political dynamics in play. The greatest risk to failing to meet financial goals stems from investors using a 'stay the course' approach to their portfolios."
Lisa Shalett, Chief Investment Officer and head of Investment Management and Guidance, Merrill Lynch Wealth Management
The Great Global Shift covers critical issues for managing your financial wellness in the new
world order by:
- Exploring new investment approaches in light of the changing global economy
- Discussing the role of emerging-market nations which are showing promise for continued growth
- Managing risk through flexible, dynamic, and global-minded investment approaches
- Looking outward and diversify not just through traditional domestic stocks, but through geographies and asset classes¹
¹Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. All asset classes are not suitable for all investors.