Given Discerene's emphatically long-term DNA, we think it's appropriate that our inaugural article discusses the issue of investment horizons in modern capitalism! https://lnkd.in/ehy66WZi
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The financial market's complexity often breeds overconfidence, a trait that can distort investment decisions. Drawing on my extensive experience, I focus on cutting through these illusions by aligning investment strategies with actual market conditions and individual performance history. This strategic approach helps clients avoid common pitfalls and make informed decisions, fostering a sustainable path through the unpredictable twists and turns of the financial world.
The Tragic Irony of Overconfidence in Investing
morningstar.com
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This is another great article exploring the cognitive bias pitfalls that we can fall into when it comes to investing. Dan Irvine discusses 5 cognitive biases to help us navigate the psychological pitfalls of investment for Forbes #cognitivepsychology #CognitiveBiases #cognitivebias #behaviouraleconomics #behaviouralscience #investing #investment #InvestingTips #InvestmentTips https://lnkd.in/eMht4PGu
The Perils Of Instinct-Driven Investing
social-www.forbes.com
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Sometimes the best course of action is to do nothing. When markets are volatile the temptation to react, to change your investments, to switch into riskier funds, or to find a safer place to invest can be extremely strong. However, resisting that urge to act is more likely to help you achieve your long-term investment goals. In this short video, SJP’s Director of Research, Joe Wiggins explains action bias, as part of a series on behavioural investing. #ActionBias #Bias #Behaviour
Sometimes the best course of action is to do nothing. When markets are volatile the temptation to react, to change your investments, to switch into riskier funds, or to find a safer place to invest can be extremely strong. However, resisting that urge to act is more likely to help you achieve your long-term investment goals. In this short video, SJP’s Director of Research, Joe Wiggins explains action bias, as part of a series on behavioural investing. #ActionBias #Bias #Behaviour
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In this article, President and Chief Investment Officer John-Mark Young reflects on things that happened in the market and economy in 2023 and what will be important to know in 2024. He shares 5 key insights that you will want to make note of including encouragement to stay the course because the key to investing is consistency. https://lnkd.in/eDNqAAwV
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Spring has arrived, and with it, fresh questions regarding shifting allocations. Should investors embrace the market’s positioning optimism? After the recent advance, are there any new catalysts and concerns? Watch the April Market Update from Chief Investment Officer, Doug Couden, CFA, to hear our outlook using technical, macro, and fundamental disciplines.
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Looking back at the unpredictability and surprises of the past year's markets serves as a potent reminder of a fundamental truth: Timeless wisdom best informs timely decisions. As we settle into 2024, let's revisit a few timeless tenets that offer timely investment insights. https://lnkd.in/gXxkn6Nt
Timeless Investment Truths for the Year Ahead | Aspire Planning Associates
aspire-planning.com
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Our Chief Investment Officer, Mark Hoffman, is here to share his insights and analysis on the latest headlines and their impact on the economy in our new Market Update. #MarketUpdate #EconomicOutlook #InvestmentInsights #WealthManagement
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Check out what Mark Hoffman, our Chief Investment Officer, has to say about the latest headlines and their impact on the economy in our new Market Update. #MarketUpdate #EconomicOutlook #InvestmentInsights #WealthManagement
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While core prinicples of investing are always warranted, specific aspects can offer opportunities to get a lift.
Cooling core CPI supports the case for a soft landing
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There has been no shortage of news stories impacting the market outlook in the past couple of months, but all in, we remain optimistic on economic growth and believe that sticking to a long-term, carefully designed investment plan is the best way to manage through what will no doubt be a year with many more big headlines to come.
Our Chief Investment Officer Mark Hoffman discusses 2024's biggest headlines and their impact on the economy in our latest Market Update. https://ow.ly/4pxA50QWXY2
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Reference Equity | Portfolio Manager | Global & International Small Cap Equities
4moWonderful article, thank you! Hopefully value investors can stay solvent longer than the market remains irrational. "The “high-quality compounder” momentum investor who was prepared to shell out >40x earnings for Nestle Nigeria in 2014 was replaced by an even more dimly valuation-aware speculator who was willing to pay >10x revenues for Takeaway in 2018, who in turn was replaced by a willfully analytics-free speculator who, in an ecstasy of fumbling, was prepared to pay any price for Rivian in 2021." I have a guess as to what you can put in for 2024's candidate....