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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.
Video: Volatility vs Risk
It’s important to remember that risk is about balancing the chances of a loss with the benefits of a higher return over time, while volatility – the inevitable ups and downs of the market – is an integral, often short-lived part of investing.
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Video: Regular savings plans
The difficult part is deciding when to invest and this relies on timing the low points – something to be treated with caution. Investing regular amounts every month helps take the guess work out of it, helping you to smooth your returns over the long-term.
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Video: Diversification for volatile markets
The returns from different asset classes will naturally vary over time. Holding a diverse range of assets in line with your goals and risk tolerance will help minimise the impact of a single asset class on your overall portfolio.
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