3 wires you shouldn’t miss this weekend

Patrick Poke

Livewire Markets

1) Government bonds in Japan and Europe now have negative yields, equity prices are falling, it’s a scary climate out there. Clime Asset Management has a clear message for investors: “Don’t panic – Accumulate equities in weakness.” (VIEW LINK)

2) Traditional wisdom tells us that equities will outperform in the long-term, but this comes at a cost – volatility. Fidelity International, the former home of investment legend Peter Lynch, give us 10 things to remind ourselves when markets fall. (VIEW LINK)

3) The team at Jamieson Coote Bonds have been saying for some time that the US Fed would be forced to abandon their rate-hike cycle. Janet Yellen’s comments this week appear to have confirmed this. So where to for bond markets from here? (VIEW LINK)

In what is becoming a tradition, once again we’ve got a bonus wire for you this weekend. We recently sat down with Karl Siegling, Portfolio Manager at Cadence Capital to discuss the future for the energy and resources sector: (VIEW LINK)

I’d like to leave you this week with a quote from the father of value investing, Benjamin Graham, from his seminal book, The Intelligent Investor:

“The true investor scarcely ever is forced to sell his shares, and at all other times, he is free to disregard the current price quotation. He need pay attention to it and act upon it only to the extent that it suits his book and no more. Thus, the investor who permits himself to be stampeded or unduly worried by unjustified market declines in his holdings is perversely transforming his basic advantage into a basic disadvantage. That man would be better off if his stocks had no market quotation at all, for he would then be spared the mental anguish caused him by other persons’ mistakes of judgement.”


Patrick Poke
Managing Editor
Livewire Markets

Patrick was one of Livewire’s first employees, joining in 2015 after nearly a decade working in insurance, superannuation, and retail banking. He is passionate about investing, with a particular interest in Australian small-caps.

Expertise

No areas of expertise

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.