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.