Market Insights: Staying the Course

Market Insights: Staying the Course

MARKET INSIGHTS: STAYING THE COURSE

There is a lot of negative sentiment around at the moment and it seems hard to avoid! However, if a long-term investor is trying to understand short term valuations this graphic below may be of interest and provide reassurance.

Bear markets have occurred regularly over the last 70 years, without stopping the market’s permanent advance:

The above relates solely to the S&P 500 – although In practice owning a mix of assets and active management reduces risks and makes returns more steady.

On an emotional level investment sentiment is likely to swing wildly from optimism to pessimism and back again. Sideways with volatility!

We recognise that ultimately the key benchmark clients should care about is achieving their financial and life goals, and not running out of money. Monthly figures are a distraction from long term goals.

This information is intended for educational purposes and should not be considered a recommendation to buy or sell a particular security. The views expressed here are subject to change without notice and we can’t accept any liability for any loss arising directly or indirectly from any use of it.

Gurdev Aujla

I'm Gurdev Aujla, an Independent Financial Adviser at Coleridge Capital. I specialize in providing a holistic approach to financial planning, focusing on retirement, wealth management, financial protection, estate planning, and setting up wills and trusts. My goal is to help individuals and families secure their financial future with tailored solutions.

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