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Episode 48 – Cash vs investments

In this episode of In the know

In this episode, Ian Robinson and Shaun Braybrook discuss the role cash plays within client portfolios and the considerations to note. 

Their conversation centres around several important themes, with the key talking points being:

  • why you should hold cash;
  • the appropriate level of cash to hold;
  • whether cash is king;
  • considerations;
  • if investments could be more suitable in the long-term; 
  • alternatives to cash; and
  • the importance of ongoing reviews.

Important information

The contents of this podcast do not constitute financial advice.  Please not that cash-like investments such as gilts, bonds and the Brooks Macdonald Liquid Reserve Portfolio Service do come with an element of risk and should not be treated in the same way as cash. The value of investments can fall as well as rise and it may not always be possible to receive back the sum initially invested. Past performance is not necessarily a guide to future investment returns. This podcast constitutes a financial promotion.

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Episode 48 - Cash vs investments

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