Fund managers need to look through the market volatility that is going to be with us for some time and capitalise on it as there are plenty who can spot the opportunities but not many who can take advantage of them.
If anything, investors spend most of their time trying to avoid volatility but there are a number of strategies, including long-only equities, that thrive on volatility to an investor’s advantage.
Investors who believe alpha is best delivered through an unconstrained approach should, despite the volatility they will see, show faith in those fund managers willing to invest against the grain.
Markets should stabilise short-term but policy is key to long-term health
As investors rush to safe haven assets, we look at what fund managers are doing.
MAM Funds managing director Gervais Williams says his Diverse Income Trust is one-third invested.
A select few Japanese equity funds and absolute return mandates have posted gains this summer.
Barclays Capital has launched a fund to counter sharp drops in the European equity markets.
Franklin Templeton’s Mark Mobius has again warned of the possibility of another financial crisis.
Ryan Hughes suggests volatility can bring investment opportunities even in a sideways market.
Volatility fears have plagued investors thus far this year, even as markets remain resilient.
Investment Quorum CEO Lee Robertson discusses recent market activity and clients’ reactions.
