For institutional investors in Norway

Versatility key in navigating new recovery challenges

While constructive on the market, Portfolio Manager Nick Schommer explains why it is crucial for investors to stay versatile during the economy’s volatile recovery.

Key Takeaways

  • The third quarter saw a return of volatility to markets, driven by the rise of the COVID Delta variant, widening supply chain disruptions and the Federal Reserve's (Fed) plans to taper its asset purchases.
  • Despite these challenges, we remain constructive on the market, as elevated savings rates and generally strong consumer balance sheets can help fuel growth as the Delta variant wanes and supply chains are repaired.
  • Still, the processes of economic reopening and repairing supply chains could be uneven. Investors may do well to stay versatile and look beyond areas of the market that now appear crowded.
Nick Schommer, CFA

Nick Schommer, CFA

Portfolio Manager


23 Nov 2021

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 does not predict future returns. 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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Nick Schommer, CFA

Nick Schommer, CFA

Portfolio Manager


23 Nov 2021