In the second video of a two-part series on volatility, George Maris, Co-Head of Equities - Americas, discusses finding long-term value when short-term trends and rising rates disrupt markets.

Key takeaways:

  • Investors' increasing focus on correlation, headlines and other short-term ‘noise’ is likely to be contributing to market volatility.
  • Rising interest rates have also caused a dislocation, affecting some investors who have used low-cost, short-term financing to buy assets at high multiples.
  • Such market disruption has, arguably, made equity valuation multiples more attractive overall, which could create value for fundamental, long-term investors.