May 03, 2019

May 03, 2019 | Investments Insightz


Lessons from Market History

The sharp decline in markets in the December quarter of 2018 prompted some commentators to worry that equities were headed for a bear market, technically defined as a fall of 20% from a prior peak. In isolation, periods such as these can be alarming, but history can provide some useful insights and indeed some comfort during periods of market downturns.


It can sometimes feel like we’re in a scary place in which we have no way of knowing what’s next in today’s volatile global equity markets. But market history can provide an important starting point for assessing the current mood, and we have actually seen conditions similar to these before.

Watch the short video below to hear Steve Wreford explain how market history can be a useful guide, how the Global Thematic team manages market concentrations, and why they have chosen to move away from the herd by exiting their longstanding position in Amazon:


The Zurich Investments Global Thematic Share Fund is a differentiated approach to delivering capital growth in global markets. The Fund aims to achieve risk adjusted returns that exceed the MSCI World (ex-Australia) Accumulation Index in A$ (net dividends reinvested) over periods of seven years or more. The investment team analyses the major changes taking place around the world and identifies themes which represent a distinct investment opportunity. All themes are methodically researched and tested in order to establish their validity and the portfolio typically includes 8-12 themes at any time.

Zurich Investments are proud to have Lazard as our strategic investment partner for the Global Thematic Share Fund. Find out more about the Fund here, or contact your Zurich representative to discuss how we can help you.
 

Important information: The content of this publication are the opinions of the writer and is intended as general information only which does not take into account the personal investment objectives, financial situation or needs of any person. It is dated May 2019, is given in good faith and is derived from sources believed to be accurate as at this date, which may be subject to change. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. Zurich Investment Management Limited ABN 56 063 278 400 AFSL 232511 of 5 Blue Street North Sydney NSW 2060, nor any of its related entities, employees or directors (Zurich) give any warranty of reliability or accuracy nor accept any responsibility arising in any way including by reason of negligence for errors and omissions. Zurich recommends investors seek advice from appropriately qualified financial advisers. Zurich and its related entities receive remuneration such as fees, charges and premiums for the financial products which they issue. Details of these payments can be found in the relevant fund Product Disclosure Statement. No part of this document may be reproduced without prior written permission from Zurich.
Past performance is not reliable indicator of future performance. GINN FVHHKJ.00012.ME.036. DFOY-014534-2019

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A moment with Matthew Drennan

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Market Update

In this month’s Market Update Charles Stodart, Investment Specialist, looks at the latest events driving investor sentiment across the major asset classes.

May 03, 2019

Bull vs Bear

The sharp decline in markets in the December quarter of 2018 prompted some commentators to worry that equities were headed for a bear market, technically defined as a fall of 20% from a prior peak. In isolation, periods such as these can be alarming, but history can provide some useful insights and indeed some comfort during periods of market downturns.

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Applications now open for the 2019 AFA Awards

If you’re ready to join the advice elite, you’re invited to submit an application for either the 2019 AFA Adviser of the Year or 2019 AFA Practice of the Year Award.