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.

 

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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Anything non-factual in nature is an opinion of the author(s), and opinions are meant as an illustration of broader themes, are not an indication of trading intent, and are subject to change at any time due to changes in market or economic conditions. It is not intended to indicate or imply that any illustration/example mentioned is now or was ever held in any portfolio. No forecasts can be guaranteed and there is no guarantee that the information supplied is complete or timely, nor are there any warranties with regard to the results obtained from its us.

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