The Perils of Market Timing

2 min read

Last year's best performing asset class can easily become next year's worst, or vice versa.

There are a range of ways to manage this in your clients' portfolios, such as diversifying your investments across different asset classes. The chart below shows the annual returns for different asset classes for the years from 1998 to 2017 ranked from highest to lowest. It may be a helpful tool to share with your clients in discussions.

Download the chart as a PDF

This document has been prepared by Westpac Financial Services Limited (ABN 20 000 241 127, AFSL 233716), and provides an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such. This information has been prepared without taking account of your objectives, financial situation or needs. Because of this you should, before acting on this information, consider its appropriateness, having regard to your objectives, financial situation and needs. Information in this document that has been provided by third parties has not been independently verified and Westpac Financial Services Limited is not in any way responsible for such information. Past performance is not a reliable indicator of future performance. Information current as at 31 December 2017. © 2018 Westpac Financial Services Limited.

BT has a range of investment solutions for your clients.
Economy 29 Jan 2018
See the historic returns for shares, property, cash and fixed interest from 1986 to 2017.
2 min read
Perspectives 09 Jan 2018
Investors should consider 2018 investment themes such as global growth and quantitative tightening.
3 min read
Economy 08 Jan 2018
Both the global economy and financial markets are tracking towards their best year since the initial rebound from the 2008–09 global crisis. All this has been despite a more fractious, and unsettled political backdrop.
PDF 563 KB