Market Volatility Toolkit

Daniel Needham, Global CIO video update

Morningstar Investment Managent’s Global CIO and President, Daniel Needham, delivers a brief update on current market conditions (as at May 12 2020). 

A focus on fundamentals, not forecasting will help your clients achieve their financial goals

The past couple of weeks have proven that no one can predict what’s going to happen in investment markets. However, over the long term, the price of an investment tends to follow its fundamentals. Daniel Needham, Chief Investment Officer and President, spends a couple of minutes outlining why fundamentals underpin our investment approach.

Daniel Needham, The importance of staying invested in volatile times

Daniel Needham, Chief Investment Officer and President, reminds viewers of some good investing habits; easily forgotten during times of stress. Daniel outlines why it’s key to see market volatility as an opportunity. He emphasises the importance of clients sticking to the financial plans you’ve set for them.

Viewing time ~ 2 mins.