Why holding equities is still a good idea

Why holding equities is still a good idea

Watching the value of your investment tumble over the course of just few days can be a painful experience. The global market crash that we’re experiencing has been unlike anything most seasoned investors have seen before, in its speed and severity. So if you’re new to investing, you certainly wouldn’t have seen an equity sell-off […]

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The pitfalls of emotional investing: Part 2

The pitfalls of emotional investing: Part 2

Mitigating biases: stick to a sound investment plan. Avoiding volatile investments can produce a potential return and may save a significant amount on one’s wealth at retirement Many investors make decisions based on emotional biases that undermine the chance of meeting their investment goals. This is the second in a two-part series considering the risks […]

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The pitfalls of emotional investing: Part 1

The pitfalls of emotional investing: Part 1

Investment decisions can easily be driven by emotions and chance. Time in the market, rather than timing the market, is far more valuable to investors Since investors rarely behave according to financial and economic theory, behavioural finance has grown over the past twenty years. Most investors know that emotion affects the way in which investment […]

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The trouble with switching in and out of funds

The trouble with switching in and out of funds

During periods of underperformance, even the most experienced investors get tempted to switch funds in search of better returns. However, switching funds in response to short-term market conditions can jinx your investment success over the long term. After a flat few years, 2018 was particularly difficult for local investors, with the FTSE/JSE All Share Index […]

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The biggest risk to Investors

The biggest risk to Investors

The biggest risk to investors : their own capitulation especially as harsh market reality leads to investor fatigue The last five years on the JSE have been incredibly hard. Investors in the local market have received returns only barely above inflation. As the graph below shows, this is one of the worst five-year periods on […]

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Signs of Spring?

Signs of Spring?

2018 saw South African investors endure their fifth year of equity returns of close to zero, driven largely by an exodus of investors out of emerging markets. The last month of 2018 saw this nervousness spread to developed markets on the back of fears around the China-US trade war, mounting concern around the US Government […]

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