Equities: Understanding market volatility, part 1



In the first of two videos, George Maris, Co-Head of Equities - Americas, discusses the fundamental reasons for the return of market volatility and the potential opportunities created for bottom-up investors.

Key takeaways:

  • Although volatility has surged in recent months, current market swings are in line with long-term averages for equity markets.
  • Helping drive the ups and downs are fundamental factors, including worries over trade wars, a risk-averse investor base and the end of quantitative easing in the US and Europe.
  • Valuations have compressed across markets making it possible to find high-quality companies - whose multiples only a few months ago may have been at lofty heights - trading at attractive valuations.

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.

Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

The information in this article does not qualify as an investment recommendation.

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