Monthly Archives: September 2011

Tim’s Ten Eternal Truths of Investing

Tim’s Ten Eternal Truths of Investing

At times like this when the markets correct (go down) we know that it causes concern to our clients. Although our investment strategies are built for time like this and our strategies have generally low exposures to the markets, it may be helpful to revisit the Ten Eternal Truths of Investing.

1. All investments go up—and down.

2. Most unadvised people do the wrong thing at the wrong time.

3. Markets usually overreact.

4. No one knows that the future will bring.

5. Diversification with low correlation is the best strategy.

6. Savings accounts and CDs will not make you rich.

7. Uncertainty creates opportunity.

8. Never say never.

9. Know what you own and why you own it.

10. Time in the market counts more than timing.

For further information click on this link for a copy of Resisting the Emotional Spin Cycle.

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August 2011 Market and Performance Update

 

By: SEI Investment Management Unit
Summary:

  • Global equity and bond markets experienced a dramatic and highly volatile August.
  • The markets witnessed a strong flight to safety and equities sold off while government bonds benefited.
  • Economic indicators continued to disappoint on the whole, but Compass and SEI remain optimistic in the longer-term.

 

Global equity and bond markets experienced a dramatic and highly volatile August. The markets witnessed a strong flight to safety throughout the month, with investors shying away from risk in favor of defensive assets. In this environment, equities sold off seemingly indiscriminately, while gold and fixed income—particularly government bonds—benefited. Already poor market sentiment was pushed lower by ongoing U.S. debt issues and renewed concerns about the eurozone.
 
Please click here for the full commentary.