Schwab Network’s Post

Name: Schwab Network on LinkedIn: #schwabimpact
Uploaded: 2024-11-20T16:28:56.542Z
Duration: 1 min 52 s
Channel: Schwab Network
Description: Whether it’s with crypto, inflation, or bond yields, there’s plenty of uncertainty in the markets. Charles Schwab Asset Management CEO & CIO Omar Aguilar explains why it’s important for investors to implement routines of behavioral finance to combat risk. 📍 #SchwabIMPACT

Schwab Network

2,966 followers

1mo Edited

Whether it’s with crypto, inflation, or bond yields, there’s plenty of uncertainty in the markets. Charles Schwab Asset Management CEO & CIO Omar Aguilar explains why it’s important for investors to implement routines of behavioral finance to combat risk. 📍 #SchwabIMPACT

Transcript

Well, you know, because of everything we just describe about, you know, uncertainty, because everything that we discuss everyday, you know, it's it's questions about what is happening, you know, the most recent period of time. You know, the number one behavioral bias that we have, Sir, this is for the last, you know, at least two years. And it's very, you know, prevalent right now is what is called recency bias. And what that means is you basically look at the most recent information and try to extrapolate into the future. And what that means is like people think, well, you know, there may be a better path for, you know, crypto then we're gonna load. But you can see the supply demand on areas like Bitcoin or, or cryptocurrencies, you're going towards, you know, this is gonna be a bull market going forward. Again, that's based on information that there's nothing solid fundamentally that will say that. But then people tend to extrapolate into the future. The same thing, you know, goes with, you know, whether it's inflation, whether it's bond yields, where everything else is, you know, using the most recent information to extrapolate the future is a very typical thing that tends to happen. So a lot of what we do is to encourage clients to just look at the long term. And look at what their policies are, look at what they want to achieve and then try to have a very systematic process for rebalancing. So in many cases, the majority of people are probably very much in adoration flexibility on the bond market. So what that means is that, you know, people expected the the yield curve to be a little steeper and therefore they say, well, we're gonna stand duration because, you know, we think that the low end is gonna come down and yield then, right, We can extend maturities. Well, that's not the case anymore. That's not happening. So what that means is like go back to what your original duration. That was and rebalance accordingly. You may be already there, but in many cases, if you were standing duration just six months ago, maybe it's a good time to just slow it down and just be a bit more neutral to your own path.

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