CFA Institute’s Post

Why taking a long-term view and learning from history helps deliver successful outcomes for #investors who are prepared to wait? Read the full report by MFS Investment Management: https://cfainst.is/3yga6ao #ARXCFAInstitute

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Pablo Gandara Blanco

Portfolio Manager | Delivering Strategic Investment Solutions for Private Clients and Entrepreneurs

5mo

Well said! Navigating the financial markets can feel like riding a roller coaster designed by a masochist. Just ask anyone who’s tried to time the market during a bear phase—often ending up selling at the worst possible moment. However, taking a long-term perspective can be a game-changer. Baillie Gifford, with their over-a-century-long track record, exemplifies this perfectly. Their success stems from sticking with transformative companies and enduring the market's ups and downs. It's like they’ve cracked the code to staying calm during the turbulence and reaping the rewards when the storm passes. MFS Investment Management's recent research paper beautifully captures this approach, showing that patience isn’t just a virtue—it’s a strategy. So, if you’re feeling jittery about the market, remember: patience and historical perspective can turn even the wildest ride into a successful journey.

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Patrick DeBattista, CFA

Financial Independence Coach (Full-time) | Keynote Speaker | Lecturer | Helping professionals & teams achieve financial confidence | 150+ clients coached

5mo

CFA Institute I cannot agree more with this! Throughout my 20 years working in Finance and Investing, I have learned (sometimes the hard way!) that looking at historical patterns is far more effective than trying to forecast into the future. History doesn’t necessarily repeat itself, but it does rhyme 😊

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