mike No Comments

Markets – think long term

 

We have a lot of uncertainty about at the moment with global events, tensions and politics.  Early news on Radio 4 this morning said that oil price initially was up 20% and then fell back to only being 10% up on the back of the attack on the Saudi oil plants this weekend.

In addition, we have a lot of media coverage on Brexit and we are waiting for Trump/the USA to do a deal with China and move global trade forward.

From my point of view, I’ve been to a range of seminars and webinars over the last couple of weeks to get current views on the markets.  I’ve listened to input from the following:

  • Orbis Investments
  • Janus Henderson
  • Columbia Threadneedle
  • Tatton IM
  • Aberdeen Standard Capital
  • BNY Mellon
  • Investec
  • Blackfinch Investments
  • Prudential
  • J P Morgan

The key messages are still as follows:

  1. Over the long term the majority of your returns come from equities
  2. Be a long-term investor
  3. Remain in the market
  4. Don’t try and time the markets

This is basic investment input but valid now when people look at what is happening.  I would also add the following:

  • You need to be invested in line with your objectives and risk profile
  • Diversification helps you reduce volatility generally
  • Keep calm and carry on!

Sometimes you need to ignore the noise and just maintain your position.

 

Steve Speed

16/09/2019