Market madness: Why investors should heed volatility

市场狂热:为何投资者应重视波动性

Editor's Picks from The Economist

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2024-08-21

5 分钟
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A handpicked article read aloud from the latest issue of The Economist. Today we consider the tumultuous markets of recent weeks. Investors are often keen to ignore such chaos, but a response, devised in advance, may be in order. Listen to what matters most, from global politics and business to science and technology—subscribe to Economist Podcasts+ 
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  • Hello, Alice Fullwood here, co-host of Money Talks,

  • our weekly podcast on markets, the economy and business.

  • Welcome to Editors' Picks.

  • You're about to hear an article from the latest edition of The Economist.

  • Thanks for listening.

  • That, in short, is the advice given to retail investors when stock markets convulse,

  • as plenty have over the past few weeks.

  • Watching hard-earned savings disappear in a flash tends not to promote a cool head.

  • So do not check your portfolio, do not tot up your losses, and,

  • above all, do not decide that now is the time to overhaul your entire investment strategy.

  • Simply wait for the storm to pass and for share prices to resume their long march upwards.

  • Insofar as it dissuades the nervous from panic selling after a big drop,

  • such advice is sensible,

  • even if the investment platforms dispensing it are hardly acting out of altruism.

  • It's about time in the market, not timing the market.

  • is a mantra with particular appeal to those who charge fees in proportion to the time their clients spend in the market.

  • Yet the idea that doing nothing is the only proper response to volatility is also deeply unsatisfying,

  • so much so that it stretches credulity.

  • Everyone knows that markets can overreact and that wild swings in prices may be caused by technical factors rather than changes to economic fundamentals.

  • That does not mean they convey no useful information at all.