How global forces may affect market performance

 

Assess how global forces may affect market performance (and wealth management strategies) in the coming year with respect to the primary markets you are considering. For example, are particular markets more promising
than others? Are there any law changes on the horizon? Resource shortages? Political or economic changes? What implications do these have for the client’s
investment decisions? Next, you will present an asset allocation option for the client to consider for the upcoming year. In particular, address how the client
might allocate investments among different securities-related products. Analyze how the tax consequences associated with various financial products in diverse
global markets might affect the client’s portfolio planning decisions. How does portfolio diversification affect risks and returns to the client?

 

 

 

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