Callisto Wealth Management Ltd
Rainford Hall,
Crank Rd,
Saint Helens,
WA11 7RP

Greece: Look beyond the Headlines


The Greek crisis is serious, but how much does it matter to diversified, long-term investors?

It has dominated the European agenda for years and could continue to do so, but the attention and headlines focused on Greece may be disproportionate to the actual impact on most people’s investment portfolios—especially over the long term.

Greece represents a small proportion of the world’s economy and capital markets.[1] The country’s economic problems will have effects beyond its borders, but those effects could be limited to a well-diversified investor.

This suggestion is not blind faith. It is based on a philosophy borne out of decades of academic research that shapes our fundamental belief in the markets and how investors can make the most of them.

We look beyond the headlines because we believe that investment and speculation are two different things. We focus on the fundamental drivers of investment return and take care to diversify our investment portfolios to reduce risk and pursue higher expected returns.





[1] Greece represents just 0.06% of the world’s stock market value (€23 billion vs. €38.7 trillion). For comparison, Apple represented around 1.37% (€531 billion). Source: Dimensional’s Matrix Book 2015. Data as at 31/12/14.

Why not pop in for a coffee and a chat about your plans and your investments. We’ll review your portfolio with you and give you a second opinion. If we think it is well-suited to your long-term goals, we’ll happily tell you so. But if we think it isn’t working as well as it should, we’ll explain why. Give us an hour and we’ll show you how to get the best out of your life and your money.

Please feel free to get in touch - or phone 01744 881 421 We would love to hear from you
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