Don’t sell at the wrong time

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More than 10-years on from the GFC, investors are getting nervous again. Spikes in volatility are becoming regular, and the phrase “late-cycle investing” is becoming commonplace. But what exactly does “late-cycle” look like? Andrew McAuley, Chief Investment Officer at Credit Suisse, says there are a few indicators to look out for.

“Typically, equity markets have run hard and valuations are probably stretched – like they are now…”

The bond market is usually better at picking recessions than the equity market, so when long-term bond yields fall close to the level of short-term, it can be a sign that rate cuts could be needed in future.

Watch the full video below to hear Andrew’s take on how to set up portfolios to survive the late-cycle and read his article on The art and science of Late Cycle Investing

 

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