Morningstar's Bear Market Survival Toolkit for Investors
A collection of resources covering how much further stock markets could fall based on historical data, what to do with your current assets (buy, sell, hold, rotate?), how to adjust your investment plan and strategy & how to identify opportunities and when to scoop them up.
What’s driving the fall in the stock market
Long-term inflation trends, is inflation transitory or here to stay? Which investments have performed well during inflationary environments.
Learn how interest rates impact asset prices and how to invest in this environment.
How to find robust companies that can withstand inflationary changes, or have measures in place to protect them.
ARTICLE: Inflation or not, equity markets could be heading for a correction
The mean reversion process is likely to cause risk asset price excesses to evaporate, and a turn from inflation to deflation.
ARTICLE: My journey through Bubbleville (Part 1 of a 3 part series)
To the moon, stonks, and TikTok experts. Being a bear is lonely when the bulls are in town.
How much further stock markets could fall based on historical data
We look at traditional historical indicators and signs to explore whether the share market is overvalued, and where investors can find pockets of opportunity.
Are we wrong? Do shares only go up?
Militaries play war games and governments run disaster response exercises. We do the same with the teetering equity markets.
It seems like markets have been teetering on the edge, and have commenced falling. If past bear markets are anything to go by, we're not even halfway there yet. This episode looks at the current state of the market, and the context in which it should be viewed.
What to do with your current investment assets
Your behaviour impacts your returns more than you think. In this episode, we explore ways that you can increase your odds of better outcomes.
Upcoming webinar (28 June 2022): On demand (Register here) – When to buy and sell
Understanding when to buy and sell is a key point of interest for most investors, but is there really a golden time for this? This webinar explores timing the market versus time in the market, as well as reasons to sell.
Get reacquainted with risk: defining it and discussing how it’s measured, how investors experience it, and how they can try to manage it.
With rates on the move, here's how to assess your stock, bond, and cash holdings.
Admonitions to "freeze!" assume a well-laid, well-maintained plan. That may not be the case for some investors.
Christine Benz discusses how investors should handle the turmoil, whatever the life stage.
How to adjust your investment plan and strategy
We look back at the .com crash of 2000 and the Nifty-Fifty crash of 1973 to see if there are any parallels to today, and what we can learn from the downturns.
Learn how to make better investing decisions as we dive into behavioural finance and talk about the biases that may hinder investors reaching their goals.
Setting up a portfolio is important, but maintaining and reviewing a portfolio to ensure that you are on track is equally as important to reaching your goals. Find out in this webinar how to conduct a review of your portfolio, and what levers you can pull if you are not on track.
Reducing risk isn’t only about avoiding losses; it's also about making profits.
How to identify opportunities in a bear market, and when to capitalise on them
This episode covers the equity risk premium. We quantify how much you're compensated for the risk you take on when investing in shares.
If Reddit jumped off a bridge, would you? In this episode, we speak about two popular terms across social media and forums - 'buying the dip' and 'shares on sale', and we explore whether the recent market drop is an opportunity for investors.
Upcoming webinar, 14 June 2022 1pm (Register here): Investing traps (and how to avoid them)
This webinar explores how to stop bubbles, investing in highs and lows, behavioural investing responses and ignoring the noise to avoid these traps
We explore the answer to this question.
