When markets crash sharply, as they did earlier this year, it can be a mistake to assume that as soon as the falls peter out, the market will then naturally recover.
Sure, this sometimes happens. The crash of 87, the global financial crisis, and COVID are all examples where the market went into freefall fall once, more or less, before recovering.
But here's the thing. Just because the market has sold off and since recovered some, that's no guarantee the market is in recovery mode. Markets, sectors and individual stocks can go down, stabilise, then go down again.
While picking the bottom might be a mug's game, you're not going to go into high gear and invest if you think there's further broad based losses on the way.
This is where today's guest comes in. Dr Philipp Hofflin, Portfolio Manager at Lazard Asset Management, is an expert in market bubbles and what happens after them. And it's not as cut and dry as you might think.
In this episode, Phil discusses:
Two small cap ideas with years of growth ahead
Location & Timing: The rules of property investing
Making money from market falls
Investing through uncertainty
The Rules of Investing: The virus that affects all assets
The Rules of Investing: A bright future for growth investing
The Rules of Investing: Navigating the late cycle with Paul Moore
The Rules of Investing: Feast and Famine with Allan Gray
The Rules of Investing: How Alex Waislitz uncovers hidden gems
The Rules of Investing: Is Value Dead?
The Rules of Investing: Geoff Wilson and his love affair with LICs
The Rules of Investing: The Age of Longevity
The Rules of Investing: Peter Cooper’s next big idea
The Rules of Investing: Investing in a world of rising rates
The Rules of Investing: The Dividend Dilemma
The Rules of Investing - Global tech giants
The Rules of Investing: A housing correction, or a crash?
The Rules of Investing: The VC's perspective
The Rules of Investing: Bitcoin - The best bull market in finance
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