Episode Eight | How to navigate market uncertainty

The Purposeful Investor

Feb 26 2024 • 34 mins

In this episode, hosts Aden Wilkins and David Andrew discuss navigating uncertainty in share markets from a long-term perspective. They provide statistics showing the dangers of market timing, with David sharing his experience of the Global Financial Crisis and how they coached clients through volatility. They discuss building portfolios with enough buffers to withstand downturns. The hosts explore the emotional and behavioural aspects of investing, referencing research on how the brain processes financial losses similarly to threats. They emphasise the importance of staying disciplined and provide valuable insights on developing a purposeful long-term approach to investing despite uncertainty.

Materials:
Vanguard Index Chart
US Sharemarket returns post pullbacks
Benefit of taking a long-term approach
Australian Share Market - Market Timing Graphs

0:00-5:24: Introduction
5:24-12:06: Market timing and volatility
12:06-14:41: Navigating uncertainty
14:41-23:14: The Global Financial Crisis
23:14-28:09: Long-term investing mindset
28:09-33:33: Behavioral finance and emotions

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This episode provides general advice only. Always refer to your financial adviser for advice about your personal circumstances.

Capital Partners Consulting Pty Ltd AFSL 227148 trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.