The hesitations are leading to investors not altering their current portfolio allocations is evident from the fact that only one in ten investors in the survey responded as to be making portfolio adjustments.

Further, many of the investors were also found to be facing the challenges of retirement planning. 46% of the investors saying that they are considering a later retirement than they initially planned, up from 30% a year ago.

While 83% of the advisors indicated that clients are generally planning on working longer and retiring later, 60% agreed on the fact that clients are lowering their expectations for the lifestyle they will have when retired.

Though 62% of the investors said they were optimistic about the market’s performance over the next six months, only 15% responded as to the markets being full of opportunity and 57% said that they were uncertain.

The above factors have led to investors preferring not to make any changes to their portfolio. When 11% of investors said that they are making changes to their portfolio, 46% responded in the negative to the same.

Wealthinsight views, during times of market uncertainties, it is important to make alterations to the portfolio so that clients can reassess their investments and rebalance it to ensure portfolio risk levels are in conformity with their financial goals and market conditions.

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Further, it would be advisable for investors to have a mix of asset classes; in equities, money markets, bonds, and cash or debt markets so that risk of losses is minimized.

Finally, during turbulent market scenarios, investors must have a planned and disciplined approach so that timely and periodic rebalancing of portfolio is carried out.

Through disciplined approach, the portfolio maintains the original risk profile intended for the client and prevents the portfolio from drifting to higher risk levels than intended by the investment policy.