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. They support successful Australian families to create a prosperous future for themselves and those they care for.
Disclaimer: The information on this podcast is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if the strategies and products are right for you. In any instance where information is based on historical performance, we would advise that this is not a reliable indicator of future performance. You should not rely solely on this material to make investment decisions and should seek professional advice.
© 2024 Capital Partners Consulting Pty Ltd (AFSL 227148) trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.
The Purposeful Investor
Episode Eight | How to navigate market uncertainty
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
For more information on Capital Partners visit capital-partners.com.au.
Have a question? Email us ask@capital-partners.com.au.
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.
