Episode 8 | How to navigate market uncertainty Artwork

The Purposeful Investor

The Purposeful Investor is a fortnightly podcast featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way.

Your hosts, Aden and David are from Capital Partners Private Wealth Advisers -Australia's' Professional Practice of the Year 2017, 2019, 2024. They support successful Australian families to create prosperous financial futures.

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The Purposeful Investor

Episode 8 | How to navigate market uncertainty

February 26, 2024 • Aden Wilkins & David Andrew • Season 1 • Episode 8

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.

(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) Behavioural finance and emotions

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

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The Purposeful Investor Podcast is a public service provided for Australian investors wanting to make smart decisions with their money, avoid costly mistakes, look after the people they care about, and, have a great life!

We draw on over 30 years of experience from David Andrew and the Capital Partners team.

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Have a question? Email us ask@capital-partners.com.au.

This episode provides general advice only. We do not consider your personal circumstances when we share this information. 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.

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