Dancing with the Markets: Getting the Sequence Right – March 2023

Market volatility persists as inflation remains uncomfortably high and interest rates to rise further. Regardless of how disciplined, investors sometimes act on emotion in a volatile market and make decisions that are susceptible to behavioural biases. We often panic and sell after market declines, and we often fear of missing out and buy after asset prices have increased.

In our March Your Investment Matters, Emmanuel Calligeris, Chair of Investment Committee, and Grahame Evans, Director of DWA Managed Accounts, had in-depth discussion around share market valuations, inflation, and interest rate expectations. How have these movements impacted accumulators and retirees, and existing and new investors differently? More importantly, how could investors minimise the impact of poor investor behaviour while maximising the opportunity to achieve their long-term investment objectives?