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Investor behaviour trends in 2020

The events of 2020 have upended every aspect of our lives. For many of us, our carefully laid financial plans appeared to be in jeopardy for a large part of this year, and, when we consider how hard we work and save, diligently contributing to our investments month after month, it’s hard to completely remove emotion from the investment decision-making process.

Taking this opportunity to pause and reflect on what has been an exceptionally challenging year in so many ways, we’d like to unpack some of the trends we have identified in investment behaviour. We’ll focus on some common mistakes that erode value and discuss the tools at our disposal to mitigate future risks.

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Controlling the ‘controllables’ in uncertain times

Investors have been saddled with far greater responsibility in recent decades as defined contribution schemes replaced defined benefit schemes. Along with investors living longer, this creates a challenge for retirement planning.

Learn how advisors can bring more certainty to retirement planning.

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Tactical Asset Allocation: Getting it right for next year

Investors face a constant challenge – that of predicting the following year’s returns. Too often, investors obsess over trying to predict next year’s winner – even as the evidence shows that making short-term predictions is impossible.

Learn why setting your investment time horizon is the most critical first step towards successful investing.

Evidence-Based Investing: Staying the Course

Join some of SA’s best known personal finance experts: Maya Fisher-French, Warren Ingram and Nerina Visser as we unpack why investor behaviour is so important to achieving one’s goals. Remember, time in the market is more important than timing the market.

Examine the impact of investor behaviour on wealth creation in this short video.

Evidence-Based Investing: The Value of Advice

Despite all the personal finance information now freely available to investors, investors can still benefit from good financial advice and seeking the counsel of a financial advisor. However, the role of financial advice is changing!

Learn what makes a good financial advisor in this short video.

Still curious?

Learn all about ETFs and how to use them in a 5-part webinar series.

Need a break?

Our inspiring Café Connect series of recordings are still available.