Volatility
Macro Views | 10 Nov 16
Volatility here to stay in the age of the ‘Toblerone’ market
Ever get the feeling you’ve been cheated? As I write, the masses are rebelling against a momentous decision that has thrown the free world off its axis… and that’s just the changing shape of the Toblerone.
US equities: If you can’t beat them, join them
European investors have been dismissing US equities as too expensive for a couple of years. But as the S&P 500 continues to outperform other equity markets, appetite for the asset class is again on the rise.
Best Practice | 10 Aug 16
Patience and portfolio discipline will reward investors
Investors will be rewarded for their patience if they maintain portfolio discipline and don’t let short-term volatility cloud their long-term investing goals, says JP Morgan Asset Management.
Emerging Markets | 18 Jul 16
Time for low volatility strategies, says Robeco
Volatile markets characterise 2016, and investors are warming to investment strategies that reduce risks, according to Tom Naaijkens, client portfolio manager for quant equities at Robeco.
Macro Views | 19 Apr 16
ANALYSIS: Smart investors may be buying rather than selling this summer
As the month of May trundles into view investors will be thinking about the traditional summer-proofing of portfolios, but the shrewdest among them may see more opportunity than danger.