Staying the Course: Psychology, Perspective, and Long-Term Investing

STEP Guernsey welcomes you to the second 2025 Breakfast Briefing event

Date/Time: Thursday 18 September, 07.45 - 08.45

Venue: The Bathing Pools, La Vallette

Topic: Staying the Course: Psychology, Perspective, and Long-Term Investing

Speakers: Alexander Joshi and Simon Smith, Barclays

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Staying the Course: Psychology, Perspective, and Long-Term Investing. How investor mindset and behavioural discipline keep long-term goals on track through market uncertainty.

The year 2025 has undoubtedly been a rollercoaster ride for investors, characterized by significant market volatility and uncertainty.

Whilst there have been many surprises, the way markets and investors have reacted has been familiar. Because human behaviour tends to repeat, even if the context changes. History doesn't repeat itself, but it often rhymes. This year has reaffirmed the importance of understanding of the psychology of investing for long-term investment success.

It's easy for investors to get distracted by noise, but staying grounded is key, especially in turbulent times. Optimism is often undervalued. With challenges ahead, it can feel tough to stay upbeat, but long term investing requires resilience and belief in progress. Companies and economies have always found ways to adapt, innovate and grow.

The real risk isn't volatility; it's not reaching ones own long term goals. So whether surprises keep coming or not, investors need to stay calm, focussed, and aligned with their objectives. While knee-jerk reactions to bad news may be unhelpful, that is not to say that portfolios should remain unchanged. But alterations should be done on the basis of how they affect those goals.

Alexander Joshi, Head of Behavioural Finance, Barclays Private Banking and Wealth Management and Simon Smith, Head Of Crown Dependencies Investments, Barclays Private Banking and Wealth Management will delve into the intricacies of behavioural finance and how it impacts investment decisions, and the importance of complimenting firm financial foundations like investment process, diversification and holding quality assets, with strong behavioural ones.

This session aims to be highly educational, providing valuable insights to fiduciaries, helping them to navigate the complexities of the current financial landscape.

Registration will open from 7.30am, with complimentary refreshments and breakfast served.

The session will start promptly at 7.45am, with the presentation lasting 45 minutes, leaving 15 minutes for Q&A and another coffee should you wish.

FAQs

How can I contact the organiser with any questions?

For booking enquiries or queries, please email stepguernsey@step.org.

What's the refund policy?

Tickets are transferable to another STEP member or colleague on the day but they are non-refundable unless 48 hours notice is given.

Do I have to bring my printed ticket to the event?

No, we are able to take names at registration so you don't have to bring your ticket.

Is it OK if the name on my ticket or registration doesn't match the person who attends?

Yes, tickets are transferable to a colleague if you find yourself unable to attend.