Design and record a presentation detailing

Reference no: EM133715292

Case: Brian and Mark find themselves in the cozy confines of Emma's favorite coffee shop, discussing a pressing concern of one of their clients, Olivia. As the owner of a flourishing handmade soap business, Olivia has recently expressed her worries about potential inflationary pressures and currency risks.

Over the years, Olivia's business has seen a consistent 15% annual growth in profits, and she has been diligently investing a significant portion of her profits back into the business. Presently, she holds around 60% of her assets in business inventory and the remaining 40% in a diverse mix of equities and bonds. However, the looming economic uncertainties have made Olivia apprehensive. She wants to hedge against inflation and currency risks and is looking for stock advice to diversify her assets further. Mark, with his keen eye for market trends, knows that Olivia's concerns are valid. The potential risks for Olivia's business are real. Brian, on the other hand, is already contemplating how to align Olivia's financial plan with her concerns. His financial wizardry will come in handy to devise a strategy that will protect Olivia's assets from inflation and currency risks, without compromising her business's financial health.

WIL PROJECTThis is your stage, consultants. You need to scrutinize Olivia's financial situation, considering her business's financial performance, her personal financial goals, and the looming economic uncertainties. Your task is to evaluate potential stock investments, keeping in mind the current market dynamics, to offer Olivia a robust, inflation-proof, and currency risk-mitigating investment strategy.

Question 1. Complete a client profile.

Question 2. Prepare an evaluation of potential stock investments in terms of their risk-reward ratio, historical performance, and resilience to inflation and currency risks.

Question 3. Design and record a presentation detailing your recommended investment strategy for Olivia, clearly explaining how it will protect her assets from potential inflationary pressures and currency risks.

Reference no: EM133715292

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