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Understanding market volatility

Financial history shows that from time to time markets experience bouts of heightened volatility. These setbacks could be the result of any number of factors: economic uncertainty, monetary or fiscal policy changes, financial contagion or geopolitical tension, for example. With this in mind, the insights below take a look at the past and highlight what lessons we can learn for the future. You’ll also find some volatility aids that you can share with your clients. Although they may be of most use when the market outlook is uncertain, they highlight some general principles of investment which may be helpful to your clients at any time in the cycle.

Markets don’t wait for dawn to break

Our short summary considers how markets have historically pre-empted the economy and what this means for investors.

Diversification is more important than ever

2022 was a highly unusual year when nearly all types of investment fell in value. Our brief summary explains why this doesn’t diminish the case for diversification.

Guides for your clients

Managing investments in uncertain times

Volatility is inevitable in a healthy market, and every long-term investor will experience it from time to time. So, it’s important to be comfortable with the idea of seeing the market change.

Client guide to multi asset

Demystifying and informing your clients on all they need to know about multi asset investing.

Putting time on your side

Summarising for your clients the benefits of taking a longer-term view.

When doing nothing is best

Explaining why it is usually best to remain fully invested through periods of uncertainty.

Latest investment insight


Third quarter Guide to the Markets

In volatile markets, having access to up-to-date information is essential to making informed investment decisions. So J.P.Morgan’s new Guide to the Markets will now be refreshed on a daily basis.


Perspectives: Investors need to discriminate more

With markets running in sync for several decades, what happens when they hit the hill of increasing interest rates? Premier Miton look at the diverging paths being taken by some major economies.


Embracing volatility

Higher interest rates are here to stay. BNY Mellon Investment Management Chief Economist Shamik Dhar explains why the resulting volatility is likely to create asset allocation opportunities.


Property viewpoint: Who’s afraid of commercial real estate?

Premier Miton’s Alex Ross, provides insight into what the recent banking collapses mean for the European commercial real estate sector.


Fixed income in 2023: Invesco’s flexible approach for navigating market uncertainty

Invesco share their scenario analysis to help clients navigate an uncertain landscape. If inflation has peaked, as their Base Scenario suggests, there are a range of fixed income plays for investors.


Investing in a recession

Invesco’s experts discuss how to position portfolios, when economies are teetering on the brink of recession and central banks continue to wage rate war in the battle against inflation.


The advantage of high dividend stocks in a stagflationary environment

The global economic backdrop is expected to deteriorate, and risks of stagflation appear real. J.P. Morgan explain why dividend-paying stocks may offer resilience for client portfolios.


Understanding market volatility

Financial history shows that from time to time markets experience bouts of heightened volatility for many reasons. Fidelity’s interactive tools look at the past and highlight lessons.


Invest with composure

Market volatility is a fact of life. J.P. Morgan discuss several strategies that investors can use to make sure they are best positioned to ride out the market’s ups and downs.