Equities: Understanding market volatility, part 2

04/02/2019

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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.

 

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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