Market Volatility Toolkit

Article

Staying the course vs. timing the market

Trying to time the market is tempting when investments are fluctuating, but is it the best strategy? Dan Kemp, CIO EMEA, and Ryan O. Murphy, Global Head of Decision Sciences, comment on why staying the course isn’t synonymous with ‘doing nothing’, and why you can find comfort in a long-term view.

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PowerPoint Presentation

Coaching clients through volatile times

Walk your clients through a presentation designed to help the understand why they’re feeling the way they are and what they can do to avoid making common mistakes. It’s editable, so you can customise depending on the unique needs of your clients. 

Download here
Article

How to navigate clients’ financial anxiety during market volatility

Steve Wendel, Head of Behavioural Science, overviews some key concepts to use with nervous clients to help manage their concerns. Learn how to encourage them away from recency bias and herding behaviour for more stable investment strategies.

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Our team is here for you. If you’d like to talk about any of these resources in greater detail, or have any questions, please get in touch.

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