ILT004 Investor Psychology & Investing Through Recessions with Judith Mackenzie & Rosemary Banyard | Part 4
Manage episode 407368810 series 3561018
In part four of this now seven-part series, Judith Mackenzie and Rosemary Banyard discuss the importance of investor psychology, and investing through recessions, including how you can cultivate the mindset of a long term investor.
Key topics covered:
· The personality characteristics of someone who thinks and invests for the long term.
· Investing through the tech bubble.
· Investing through the financial crisis of 08.
· Launching a fund in the middle of Covid-19.
· How Judith and Rosemary tune out of the noise.
· How to cultivate a mindset of someone who can hold investments through recessions.
This was another great insight into how two seasoned fund managers think and how they view investing for the long term.
Each episode of this six-part series builds on the next as they walk you through an investor's journey. So, If you have ever wondered what a fund manager does, how they think, the types of investments they look for and what led them to pursue careers in finance and investing? Then you’re in the right place, join Judith and Rosemary as they peel back the veil and share their guiding principles and experiences from careers spanning multiple decades in the finance industry as investment fund managers.
Timestamps:
2:00 Characteristics and personality traits of someone who thinks long term.
6:15 Clarifying how long is long term when it comes to investing.
9:15 How Judith and Rosemary ignore the noise.
11:30 Holding investments through recessions and drawdowns.
14:45 Investing through the tech bubble.
21:30 Investing through the financial crisis on 08.
25:30 Investing and launching a fund in the middle of Covid-19.
28:15 Developing the mentality to invest through a recession and hold for the long term.
Hope you enjoy this episode and have a wonderful day.
The FYR Team
If you like this episode, please let us know by subscribing for future company reviews and insightful conversations about the markets, personal finance, portfolio management and stock analysis.
Links & Resources:
Visit Downing Fund Managers here: https://www.downing.co.uk/downing-fund-managers
Follow Downing on X/Twitter @downingllp: https://twitter.com/downingllp?lang=en
Investors reading and watch list for the long-term investor: https://www.fundyourretirement.com/wp-content/uploads/2023/11/Top-picks-for-a-long-term-investor.pdf
Russel Investments behavioural bias article: https://russellinvestments.com/us/blog/avoid-behavioral-bias
Visit Fund Your Retirement: https://www.fundyourretirement.com/
Follow FYR on Twitter: https://twitter.com/FRetirement
Disclaimer: This presentation is for educational purposes only. All opinions and information are for demonstrational purposes and do not constitute investment advice. Trading and investing carries a high level of risk and are not right for everyone. If you need financial advice, consult with a regulated financial adviser in your country before making any decisions.
86 епізодів