Skip to main content
#
A Clear Direction
rss feedour twitterour facebook page linkdin
home
Financial Advisor Brisbane - AdviserScott Keefer - A Clear DirectionBuilding Investment PortfoliosPortfolio Management ServiceUpdated ContentContact Us - Brisbane Financial Planning
A Clear Direction Financial Planning logo

 Financial Happenings Blog 
Wednesday, April 29 2009

This is the question on every investor's lips (or was at least until the Swine Flu has entered centre stage.)  A presentation made by Robin Bowermen, Principal and Head of Retail at Vanguard, for Smart Company subscribers did not answer the question directly but did provide some useful insights and data for investors to consider.

No surprises that Bowerman suggests that nobody really knows when the bottom has been reached until way after the fact and therefore there is significant risk involved with sitting out from investing in growth assets such as shares and missing what has historically been strong positive returns after the bottom has indeed been reached.

The presentation covered the following points:

  • Market decline has been both faster and deeper than other post-war bear markets
  • In Australia it has been more prolonged than other post-war declines
  • With unprecedented volatility
  • The appetite for risk has collapsed
  • Be careful missing out on the beginning of the upturn
  • Dollar Cost Averaging over at least a 12 month period provides a useful approach

There are two methods to view the presentation:

Presentation Slides and Recording
or
Presentation Slides only

NB - If you want to listen to Robin Bowerman's presentation you may be required to download some extra software to allow this to work,  If you have any problems viewing the material please do not hesitate to be in contact.

Regards,
Scott Keefer

Posted by: Scott Keefer AT 01:10 am   |  Permalink   |  Email
 
Scott Francis' articles in the Eureka Report 
Request for Information 
If you have questions, or would like more information, please go to our Contact page and leave your name and contact information.

Plan Well, Invest Well, Live Well! Financial advice providing a clear direction

A Clear Direction Financial Planning and Portfolio Management ABN 85 147 572 870

Level 19
10 Eagle Street
Brisbane QLD Australia
Ph: (07) 3303 0269
Email: scottk@acleardirection.com.au

Authorised Representative (398444) and Credit Representative (403292) of FYG Planners Pty Ltd AFSL/ACL 224 543.

ASIC - Financial Advisers Register

All content of this website is copyright © A Clear Direction Financial Planning Pty Ltd, 2017

FYG Planners Pty Ltd & A Clear Direction Financial Planning Privacy Policy