A market overview helps you make sense of what's behind the figures on your statement.
Was market volatility driven by geopolitical events? Did interest rate changes create new opportunities? Are emerging trends like AI and energy transitions influencing long-term growth? By putting your investment into a bigger-picture perspective, you gain deeper clarity, confidence, and the ability to make informed financial decisions. It's also important to remember that short-term market fluctuations are a natural part of investing. Focusing on long-term investment objectives, rather than reacting to temporary volatility, helps ensure your portfolio stays aligned with your financial goals. Markets will always move, but with the right insights and a long-term perspective, you can stay on course.
Fund commentary provides key insights into the performance of the fund you are invested in.
The managers on the various local and global Discovery portfolios provide their views on market developments over the last month and how they're responding to these in our portfolios
Cogence investment solutions
Financial advisers can access information on Cogence investment solutions by logging in to the Discovery webpage> Marketing support> Invest> Fund factsheets and commentaries
The Balanced Investor series
The Balanced Investor: edition 1
The Balanced Investor: edition 2
The Balanced Investor: edition 3
Archived Invest Insights: Portfolio Commentary
Featured fund: The Discovery Global Megatrends Fund
The views and opinions expressed in this article are for information purposes only and should not be seen as advice as defined in the Financial Advisory and Intermediary Services Act. Discovery shall not be liable for any actions taken by any person based on the correctness of this information. For full details on the products, benefits and any conditions, please refer to the relevant product fact file.Any examples and figures shown are for illustrative purposes only. The value of investments may go down as well as up and past performance is not necessarily a guide to the future. Fluctuations or movements in exchange rates may also cause the value of underlying investments to go up or down.
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