Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

Home / 606

Shaky markets, steady mind

Markets are down, and everywhere you look, there’s talk of panic. Some investors expect a quick rebound. Others picture worse declines. Neither camp is guaranteed to be right, but both are at risk of letting emotion override logic.

The best tool we have during times like these isn’t a crystal ball - it’s a clear head. 

Emotions under pressure 

In any market slump, fear spreads like wildfire. Even long-term investors can get antsy when their portfolios turn red. Meanwhile, confident voices emerge, claiming they timed the top, or they’re about to catch the absolute bottom. Anxiety and envy swirl together, pushing people toward rash decisions. Price dips by 5%. Then, another 5%. At each step, folks wonder: Should I just sell everything? 

All it takes is one ill-timed decision—rushed by panic or lured by ego—to lock in losses that could’ve been avoided. That’s the hidden cost of emotional investing.  

Instead of building wealth, you end up building regret. 

Learning to detach with a Navy SEAL 

Jocko Willink is a former Navy SEAL commander, decorated for his leadership in the Battle of Ramadi. He’s now known for his bestselling book Extreme Ownership, where he champions the principle of “detachment”—stepping back before reacting so you can see the bigger picture and make better decisions. He illustrates this concept with a vivid moment from close-quarter battle training: 

Each SEAL was focused on a specific field of fire, weapons trained and ready for orders. Although Jocko wasn’t the designated leader at that time, he sensed the tension mounting. Every moment increases the tension, and panic would result in dire consequences. A young Willink lifted his rifle to high port, physically withdrawing from the immediate fray. That brief pause allowed him to scan the environment, catch a clearer view of threats, and make a decisive call. By detaching for just an instant, he dodged what could have been a costly error—and did it by simply taking a breath in the midst of chaos. 

Investing doesn’t have the life-or-death stakes of warfare, and it’s no place for the bravado of comparing ourselves to special operators. Still, the underlying lesson stands. When markets tumble or headlines grow dire, emotions run high. Detachment means pausing before reacting to every price swing. Ask: “Is this business fundamentally broken, or am I just seeing fear play out?” Often, you’ll find the situation is less dire than your adrenaline suggests. 

A “pause rule” can reinforce this discipline. A small window, like Willink’s “step back”, creates space for rational thought.  

Markets have seen it all 

Global share markets can feel chaotic right now, yet this is hardly the first time investors have encountered unsettling headlines or tumbling share prices. Over past decades, crises of every sort—currency meltdowns, technology bubbles, wars, and pandemics—have tested the resolve of even the most composed investors. Long-term returns, however, have been remarkably resilient for those willing to look years down the road rather than days. 

The Australian share market, for instance, transformed a notional $10,000 into over $130,000 across the past three decades. That growth happened alongside repeated corrections, a global financial crisis, and several episodes of geopolitical turmoil. There were no guarantees along the way. Yet the pattern of recovery emerged time and again, underscoring how human ingenuity and corporate enterprise often drive markets to surpass previous highs. 

Opportunities in the chaos 

Short-term pain is never pleasant. Portfolios lose value and emotions escalate. This environment, however, can create openings for patient investors who distinguish between genuine problems and fleeting panics. It’s true - some companies inevitably falter. Many others remain fundamentally strong, yet their share prices drop alongside the broader market. Those willing to sift through the rubble can find promising businesses at valuations that suddenly seem more attractive. 

This approach does not rely on heroics or a perfect forecast of the bottom. Rather, it hinges on the belief that enterprises tackling real-world problems and fulfilling customer needs will generate returns over time. Market downturns simply accelerate the process of separating hype-fuelled shares from more grounded opportunities. 

Thinking beyond the headlines 

Confidence does not require dismissing valid concerns. It means recognising that markets have repeatedly overcome significant challenges. Innovative companies continue to solve problems, make profits, and compound. While the short term may spark worry, this is often when disciplined buyers who hold a multi-year horizon can lay the groundwork for future gains. 

Valuations may take time to reflect a business’s true worth, but they tend to do so eventually. That is why steady compounding, buoyed by rational decision-making, forms the cornerstone of success for many experienced investors. Instead of being caught off guard by sudden declines, they adapt, evaluate new opportunities, and continue moving forward. 

When the dust settles 

Every sell-off feels unique, yet time and again, markets have shown resilience. Fear subsides, optimism returns, then innovative and quality businesses resume their climb.  

No one is suggesting that decline is pleasant or that future events are guaranteed to mirror the past. The difference lies in staying rational, following through on solid due diligence, and keeping an eye on how profitable enterprises eventually regain their stride. That is the essence of prudent investing: not trying to dodge every dip, but retaining the conviction and clarity to make measured decisions when skies darken. 

Stepping back for the long haul 

A falling market can feel like a crisis or an opportunity, depending on your perspective. Detached investors often treat it as both. A crisis if you ignore valuations and trade on emotion. An opportunity if you’ve protected your downside and patiently wait to buy quality assets at attractive prices. 

This approach doesn’t guarantee you’ll never see red ink in your portfolio. But it does increase your odds of thriving over the long run.  

Rationality doesn’t win headlines, but it wins in the end. Markets will always fluctuate, headlines will always sensationalise, and fear will always rear its head. Your job is to stay calm, stay humble, and stay in the game.  

Do that, and you give yourself the best chance of turning turbulence into long-term gains. 

 

Leigh Gant is the Founder and CEO at Unio Growth Partners. This article is for general information purposes only as it does not consider the individual circumstances of any person. Investors should seek professional investment advice before acting.

 

9 Comments
Kevin
April 12, 2025

I think the first time I saw the war correlation may have been during the tech wreck. Investing is like war,long periods of boredom waiting for something to happen.Followed by short periods of being terrified and wishing that that something didn't happen .

The emotions of course as Buffett reputedly said,if you can't control your emotions,don't invest.

The older one, investing is a cold,lonely,emotionless game. You'll be pretty much going against the crowd and the consensus of opinion for your entire life.

Kevin
April 11, 2025

The article is correct.There are two major failings.Expecting people to be rational ( they are not).Expecting people to understand compounding ( they don't ).

Use gold as an example ,leaving aside currency fluctuations.There was much excitement around 1970 ( 1969?).The next pay rise may take earnings up to $1 per hour.Gold @ around $35. Earnings now, perhaps I would be on 60 or 70 X that $1 per hour. Gold is worth a bit more than 70 X that $35, but no huge increase..Gold had that big rush from $35 to $850 in say 10 years .After that not a lot happened until recently,so let's rush into gold .Not for me!!!!. No income.

CBA and NAB,that initial outlay of ~ $12K way back when ( the price of a decent second hand car).Perhaps slightly less than 6 months wages .I'll go for 2 to the power of 3 or 4 over a 40 year period.That rush up for for the first 9-10 years to hit $25.Just keep reinvesting dividends to increase the number of shares,and the increase in share prices and dividends.

An entire lifetime of listening to people repeating,you can't do that,how come everybody else isn't doing that.The share price went down yesterday.What about the Japanese market.What about ??, they went bust.
The basis of exponential growth.Multiply a number by 2.

Or start with 1 grain of rice on the chess board,then keep doubling it.I worked that out once When I got to the 9th power I just rounded it to 500.I think I finished up with 24 numbers ,and a sore hand holding the pen.

All people are going to do is have knee jerk reactions to knee jerk reactions and keep fooling themselves they can rewrite history and predict the future.

The only lesson that history teaches us is that people refuse to learn the lessons history teaches us.?

Sell those two companies whenever you like,or leverage off them across generations.Reasonably secure in the knowledge that they will be there in 2091.

Good article though.

lyn
April 13, 2025

Kevin, from past comments you've seemed to like set and forget without considering modern innovations. To me that is dangerous. I seek knowledge from the 'younger set' to stay up to date with what influences our modern world and make adjustments accordingly, especially regarding changing technology & its' effect on what will be profitable. It is too sweeping a statement to say that people refuse to learn from history. Equally it's good if younger set take notice of what older people have learned. I couldn't be prouder of what I have passed to younger relatives and what they have learned from me. Therefore, I know the young want we have known and are smart enough to know what is profitable because they co-join both.

lyn
April 13, 2025

From timing/swiftness of posting, when do you young people at Morningstar ever sleep??!! Is that healthy for you? L.

Rod in Oz
April 11, 2025

Hey Steve - how about a three way split with Gold being the third? Not sure in what proportions.
Gold has been uptrending for a few years now and gains morso when shares drop.
Completely agree about being a "bit older" and seen similar before, more than once.
Cheers.

Steve
April 12, 2025

Hi Rod. I'm probably too simple to put any meaningful portion of our funds into something like gold. To me at least, anything under say 10% weighting may have minimal impact on the overall portfolio. 2 or 3% in gold just doesn't move the dial much. Maybe 5%?? But then the question is has gold had most of its run already done? Plus gold is a specific commodity, so putting 10% in just one asset is like putting 10% in just one company and I prefer diversification to reduce risk. Of course the 40% in cash/fixed interest is in itself a way to lower risk in the overall portfolio and it gives something to buy in if the dip is large enough. But very important to me is to have a decent income as we are retired and rely on income to pay bills. Gold produces zero income and then I have to manage the question of when to sell. If I see a good quality company or (preferably) ETF giving an attractive dividend due to price falls I am comfortable moving the weighting to be more stocks, less cash, again so long as the income largely mitigates the need to sell assets just to cover normal income (I avoid high dividend funds/ETF's as these seem to be loaded up with dividend traps). So to me the key question when setting up a retirement income portfolio is straight forward - what balance of growth and bond assets will produce the income you are targeting. If you can get 6% in bonds and say 4% (grossed up) in stocks and you want 5% then a 50/50 split meets your target income.The key is you are not locked into liquidating growth assets to pay bills - your cash flow means you can ride out these dog days. The growth you get is less but if it is enough to cover inflation and grow your real income you are in a decent position. I think it is also important to be flexible in the income aspect. If income is down, you may need to find something to put on hold for a year or so. There are plenty of small businesses whose income would go up and down from month to month or year to year and I see running a retirement portfolio in a similar vein. That's life. The BIG challenge is deciding when to lift the spending to allow the capital to start to fall a bit. We're still a bit young to be cavalier with the capital but at some point in the example above you could lift spending from 5% to 5.5% or 6% and slowly draw down some capital. Note this equates to a 10% or 20% increase in income, so not trivial! Even a 1%/yr real reduction in assets means in 10 years you still have 90% of what you would have had and as Pink Floyd said you are 10 years closer to death! Annuities don't appeal to me as I see them as a rip off, but that's just me. But never say never.

Lyn
April 13, 2025

Hi Rod, my Austr. gold shares not done what hoped long term ( 20+yrs held) for gain tho made huge gain when listed LSE so took gain on some shares but rubbish since on what retained. Gain was enough to leave rest to fester without sorrow and still festering.Decided gold is only worth it if held in actual gold in actual physical form as proved when sold an estate's jewellery. Can assure no matter how much gold in an article, if it has an asthetic value due to design and other vauable items eg. gemstones in design, the value of the gold diminshes as noone wants to destroy the beautiful design, not even a hard gold dealer as I can attest.

lyn
April 11, 2025

A good, timely article. Steve below, makes good point of being older to have seen before, took me to about age 40 to fully develop a Step back for the long haul as per last paragraph. On Monday sent 2-word message to 30yr old relative, Don't panic. Replied, am not, thinking of doubling down on some. Perhaps acquire acumen younger thesedays with greater access to information instead of old stab in the dark.

Steve
April 10, 2025

One of the pluses of being a bit older is we have seen this before, and with the benefit of both hindsight and much more information than available say in 1987, people can see these issues are usually temporary. Our plan is quite simple - the old 60/40 split between stocks and bonds. The main reason for this split is it seems a reasonable balance that allows most of our expenses to be covered by the income the portfolio produces - 40% at say 6% income and 60% at say 4% gross income gives 4.8% income, and 60% at say 8% growth also gives around 4.8% growth overall. Give or take. If you want even 50/50 would give decent income and should grow enough to cover inflation. So if you can live off the income produced and not need to sell at depressed prices, the price becomes much less of an issue. Really, how much impact will any tariff have on the profit and dividend of say Woolworths or Wesfarmers?

 

Leave a Comment:

RELATED ARTICLES

Winning by not losing: The silver rule of investing

How to avoid being a bad investor

The BIG picture: portfolios perform for the passive and patient

banner

Most viewed in recent weeks

16 ASX stocks to buy and hold forever, updated

This time last year, I highlighted 16 ASX stocks that investors could own indefinitely. One year on, I look at whether there should be any changes to the list of stocks as well as which companies are worth buying now. 

2025-26 super thresholds – key changes and implications

The ABS recently released figures which are used to determine key superannuation rates and thresholds that will apply from 1 July 2025. This outlines the rates and thresholds that are changing and those that aren’t.  

Why the $5.4 trillion wealth transfer is a generational tragedy

The intergenerational wealth transfer, largely driven by a housing boom, exacerbates economic inequality, stifles productivity, and impedes social mobility. Solutions lie in addressing the housing problem, not taxing wealth.

The 2025 Australian Federal election – implications for investors

With an election due by 17 May, we are effectively in campaign mode with the Government announcing numerous spending promises since January and the Coalition often matching them. Here's what the election means for investors.

Finding the best income-yielding assets

With fixed term deposit rates declining and bank hybrids being phased out, what are the best options for investors seeking income? This goes through the choices, and the opportunities and risks involved.

What history reveals about market corrections and crashes

The S&P 500's recent correction raises concerns about a bear market. History shows corrections are driven by high rates, unemployment, or global shocks, and that there's reason for optimism for nervous investors today. 

Latest Updates

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

Shares

Buy the dips?

The Australian stock market has had almost 40 dips of 10% or more since 1920, with many of these triggered by weakness in the US. What would have happened in each case had you 'bought the dip'?

Shaky markets, steady mind

The uncertainty sowed by falling share markets can make investors panic and commit costly errors. Following the advice of an ex Navy SEAL commander can help you stay composed and focus on what matters.

Is it time to pull the plug on EVs?

Electric vehicles have long been championed as the future of transportation. With production slowdowns, cautious consumers, and infrastructure challenges, EVs appear to be hitting a speed bump.

The future of travel

Travel is about to be transformed by a new technological force: AI-powered travel agents. They will independently navigate websites, make decisions, and adjust your travel itinerary – just like a personal assistant.

SMSF strategies

Navigating SMSF property compliance

Property investment in SMSFs is a popular strategy for retirement wealth. Compliance is essential to avoid risks like the sole purpose test, non-arm’s length income, and property development issues.

History tells us that markets are at a high-risk juncture

Every bubble is unique in its form and duration, yet they all share common qualities and stages. As for the current bubble in AI and quality stocks, we’ve had the displacement and the euphoria. Now for the distress.

Sponsors

Alliances

© 2025 Morningstar, Inc. All rights reserved.

Disclaimer
The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third-party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.