Tag Archives | market cycles

Decades of investing

Reflections on four decades of investing

As he prepares for retirement, a Chief Investment Strategist from a major global fund manager summarises what he has learned working through five full business cycles. He says it’s time to take risk off the table.

ageing bull

End-of-cycle and riding an ageing bull

Everyone’s calling for the end of the long bull-run in equities. But we don’t know if the end is a few months or a few years away, and technological change is so vast that historical lessons need to be tempered.

GFC lessons

GFC lessons 10 years on: can it happen again?

Boom-bust cycles are inevitable and at some point, there will be a market correction although different to the GFC. Many of the signs of excess that normally precede severe and prolonged bear markets are not present yet.

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