Achieving long-term returns through balanced funds
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Investors closely monitoring the markets would not be at fault for stating that volatility seems to have increased over the past 15 months or so. With 2018 being a year to forget, both in terms of total returns and the volatility it brought with it, the firsAchieving long-term returns through balanced funds
Investors closely monitoring the markets would not be at fault for stating that volatility seems to have increased over the past 15 months or so. With 2018 being a year to forget, both in terms of total returns and the volatility it brought with it, the first quarter of 2019 was benevolent to investors, with both the ECB and US Federal Reserve more-than-expected dovish stance, sending risks assets markets higher. Volatility levels were muted in the first three months of the year but did experience bouts of elevated volatility. Inevitably, times of increased volatility provide investors with attractive investment opportunities, but they might not necessarily have the adequate expertise to take advantage of such situations. Furthermore, it could be challenging for investors to control their emotions. When equities (or bonds) are enjoying a rally, the so-called ‘herd instinct’ kicks in as investors seek to jump on the bandwagon and enjoy the ride on the upside. The same can be said when markets correct; moves can be further exacerbated on the downside as panic moves prevail and corrections deepen. The wisest thing for investors would be to remain calm. Having an investment... Read more














