Tag: ValueInvesting

In all the excitement about Artificial Intelligence’s (AI’s) transformative potential for our economies and the resultant efficiency gains, it is easy to forget that a business case is not necessarily the same thing as an investment case. While technologies can and do transform societies in deep and fundamental ways, it is less clear who benefits from the technology race.

Periods of heightened volatility can make even experienced investors second-guess well-considered decisions. However, the most damaging outcomes often result from a handful of predictable behavioural mistakes. These include panic selling, focusing too heavily on macroeconomic forecasts instead of valuations, chasing recent winners and assuming the future will mirror the past. Understanding these behaviours is essential when investing in volatile markets.

Read our exclusive cover story titled Elevated innovation – the brakes that accelerated wealth? by Jason Spilkin, Co-Portfolio Manager, Credo, plus a host of other topical management articles written by professionals, consultants and academics.