Editor's Thoughts.

What is normal anyway? This is the question we debate in today’s episode of Living Markets with Liberty. More importantly, how do advisors advise in this kind of volatility and uncertainty? It’s such a great episode for all investors – including retirement fund members – and a reminder that the issue is not to fight the prevailing sentiment and macro’s, but rather to control your own psychology as an investor. As stewards of capital, we need to make sure that investors understand why they are investing the way they are, and as product designers, how do we create nudges and prompts to ensure the right outcomes? If psychology is 90% of a successful investment strategy, then product design is the other half. It’s a must listen for all role players in our community.

(Sidebar: this Editor did NOT invest in gold ETFs at the end of last year!)

Sticking with investments, Sean Ashton (Old Mutual Wealth) looks at how AI is reshaping software, and in Macro’s & Markets, Momentum Investments and Ninety One zoom out to the macro picture, highlighting the big trends likely to drive returns (and risk), from shifting inflation – this week’s local May CPI announcement - to changing growth engines. Are we seeing a divergence or a de-linking of economies now as the US Fed held interest rates steady at their meeting yesterday?

Ok, so let’s pretend you don’t feel like reading or listening to any of today’s content - you’ll look at a survey or a listen to “an expert” at your next meeting, right? But how will you know what questions to ask? And how will you know what answers to interrogate? Is this where an independent thinker or decision maker can add value to your processes? This is exactly what we’ll be unpacking at our webinar next Tuesday, spotlighting the role of the independent trustee. Does King V + COFI = Independent Trustees? Register here to join this conversation at 9am on 23 June.

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