Ten years on, are investors repeating the mistakes of 2007?
Investors risk being lulled into a false sense of security in the current low-volatility environment, according to Brooks Macdonald’s Niall O’Connor.
Volatility
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Volatility here to stay in the age of the ‘Toblerone’ market
Ever get the feeling you’ve been cheated? As I write, the masses are rebelling against a momentous decision that has thrown the free world off its axis… and that’s just the changing shape of the Toblerone.
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US equities: If you can’t beat them, join them
European investors have been dismissing US equities as too expensive for a couple of years. But as the S&P 500 continues to outperform other equity markets, appetite for the asset class is again on the rise.
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Patience and portfolio discipline will reward investors
Investors will be rewarded for their patience if they maintain portfolio discipline and don’t let short-term volatility cloud their long-term investing goals, says JP Morgan Asset Management.
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Time for low volatility strategies, says Robeco
Volatile markets characterise 2016, and investors are warming to investment strategies that reduce risks, according to Tom Naaijkens, client portfolio manager for quant equities at Robeco.
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ANALYSIS: Smart investors may be buying rather than selling this summer
As the month of May trundles into view investors will be thinking about the traditional summer-proofing of portfolios, but the shrewdest among them may see more opportunity than danger.
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The evolving science of portfolio construction
Post the 2008 financial crisis, many investors made the grim discovery that a relatively poor job had been done about the risk management of their portfolios, says Nigel Watson, sales director, VAM Funds.
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Don’t confuse illiquidity and volatility – Pimco
Financial markets have undergone substantial changes as a result of regulatory shifts, but according to Pimco’s global head of portfolio risk management, William de Leon, much of the volatility currently in evidence has more to do with central-bank induced uncertainty than illiquidity.
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Investors must adapt to ‘repeating market cycle’, says BlueBay’s Riley
Investors must adapt to a repeating market cycle of rising global growth fears, subsequent sell-off and rescue by ‘dovish’ central banks, said David Riley of BlueBay Asset Management.
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Don’t overlook the opportunity in volatility, deVere CEO
In spite of the current market volatility there are two key reasons why investors should be building up their portfolios now, according to deVere Group founder and chief executive Nigel Green.
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Market volatility tempers growth at Axa Wealth
Axa Wealth International has reported flat growth in its annual results against a backdrop of stock market volatility and pension reforms.
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Surge in Indian-only funds in 2015
UK online investment platform Rplan saw a 280% year-on-year increase in flows into Indian-only funds in 2015, as investors looked to capitalise on the stock market’s strong performance over the past year.