In partnership with Morningstar: Sit tight and don’t be tempted by your biases. The pilot’s famous answer, when asked about his job, is, “Hours of boredom punctuated by brief moments of terror”. This applies perfectly to investing, with the brief moments of terror being the rise and fall of markets. We could argue that we have just lived through one of the worst nine-month periods in history, not only for stocks but also for bonds and even more so for the much loved 60/40 (60% equities, 40% bonds) portfolio.
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Vitality is a wellness program that helps members improve their physical and mental health by rewarding them. The higher the points you accumulate, the more rewards you receive. If you haven't hit your Vitality point goal this year, here's how you can accumulate Vitality points before the end of the year, some for free, some for a fee: Free points: 1. You can take the Health Assessments on the Discovery website www.discovery.co.za
2. Go to Dischem or Clicks for vitality health check-up: (check-ups include: blood pressure, blood sugar, cholesterol, weight assessment, and a non-smoking declaration), you can get a maximum of 22,500 points. For over 65 years old members, you get an extra 500 points. 3. Go to Dischem or Clicks for an HIV test: 1,000 points. 4. Participate in Park Run (usually on Saturday): up to 300 points a day. 5. Vitality Online Sports: Up to 300 points a day. 6. 10,000 steps a day: 100 points a day. 7. Over age 65, 7,500 steps a day: 100 points a day Fees apply: Under 65 (by age and gender)
Additional Health Check Points for Policyholders Aged 65 and Over
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For our investors investing in Morningstar Managed Portfolios, click below to access the latest performance snapshot, market commentary and market performance summary:
Morningstar SA Managed Portfolios Morningstar Global Managed Portfolios (USD) SA Q2 Portfolio Commentary Global Q2 Portfolio Commentary Market Commentary - SA and Global Market Performance Summary - SA and Global In partnership with Morningstar: Dan Kemp, Global Chief Investment Officer at Morningstar shares how he has been asked this question the most over the past year: "Why do you own bonds?" This may appear to be very simple, but many investors would struggle to provide a coherent or consistent answer. This partly reflects the vast range of investments covered by the word ‘bond’ (even if we ignore the old-fashioned single premium investment contract) as well as the variety in the structure of the asset. In partnership with Morningstar: Year to date investors have been fleeing from risk assets due to a confluence of intertwining factors. This includes very hawkish central banks globally trying to fight persistently high inflation, a softer global growth outlook, the war in Ukraine and further supply shocks (just to name a few). It is understandable that some investors are feeling fearful and defeated by the current market volatility and muted returns. |
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January 2025
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