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3 key investor takeaways from the week

The S&P/ASX 200 (ASX: XJO) delivered a 0.5% weekly loss, again outperforming US benchmarks which fell by more than 2% across the five days.

Here are my three key investor takeaways from the week.

China saving the world

Whilst the Chinese COVID-zero policy is being derided globally, it may well be one of the saving graces amid the incredible surge in prices that is occurring around the world.

With an outsized driver of inflation being energy prices and shortages, exacerbated by the Ukraine-Russia war, China’s lockdowns are crimping demand for the very same inputs that are in demand, placing much needed downward pressure, in the short-term at least.

Quality matters more than ever

Nearly every investor talks about seeking ‘quality’ in any company that they own; however, this qualitative term is clearly in the eye of the beholder, which is being shown by the massive divergence in investment performance in 2022.

What has become clear though is that traditional versions of quality matter. That is, companies that are delivering real cash flow, dividends and growing revenue to their shareholders will be rewarded, or at the very least not punished as much as the others.

Investors are clearly no longer willing to bet on growth rates continuing into the future and for the time being are focused on protection.

Be careful of anchoring

There is a natural tendency to see value in companies that have fallen say 60%, like Robinhood (NASDAQ: HOOD), Spotify (NYSE: SPOT) or Shopify (NYSE: SHOP), but the current market has once again reiterated that even a company that is down 60% can halve again, reiterating the importance of diversification.

On the ASX, similar examples can be seen in the likes of Kogan.com Ltd (ASX: KGN), Redbubble Ltd (ASX: RBL), EML Payments Ltd (ASX: EML) and Magellan Financial Group Ltd (ASX: MFG).

The Golden Rules of Investing

We might be experts in retirement, but with combined financial advice experience of 35+ years, we’ve nearly seen it all. 

In mid-2023, our senior team at Wattle Partners Financial Planning put the finishing touches on a brand-new report “The Golden Rules of Investing“.

In this free report, we outline the key principles that determine all of the portfolio construction and investment decisions of Wattle Partners. Collated over decades, this paper should be seen as a work-in-progress, constantly under review in light of the ever-evolving nature of markets. 

You’ll find the free report on my Author page. Simply click the button below to view the Golden Rules.

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Wattle Partners is a financial advice firm, servicing clients around Australia, specialising in retirement planning (pre and post retirement). 

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