Dewi John: The sunlit uplands of volatility
Received wisdom holds has it that active managers should outperform their benchmarks in periods of high stock dispersal – but does that still hold true?
Volatility
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Anthony Cross: It’s important to find some perspective
The manager on the Liontrust Economic Advantage team on why a firm’s business model can mean more than its share price
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What do the experts make of 2022?
Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic
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Market volatility fails to ruffle Ruffer’s feathers
The company boasted ‘perfect’ shifts in correlation in November
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James Penny: Volatility a persistent bedfellow in 2022
‘It’s difficult to go ‘full bull’ in the face of a market with so many reasons to sell’, says TAM CIO
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‘Fear gauge’ ramps up as investors brace for inflation spike and taper tantrum
EPFR data reveals cumulative flows into Vix strategies hit $17bn last month
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Emma Morgan: Investing in uncertain times
Lessons to take from the year so far concern herd behaviour, policy response influence and the opportunity to buy at low prices
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Mike Coop: Fundamentals are your anchor in volatile markets
The outlook for markets may be blurry in the short term but, in some respects, it becomes less so over the long run
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DFMs expect equity markets to brush off Covid-19 losses by year end
UK investment professionals are more optimistic than other regions about how major indices will perform
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Ben Goss on risk: Risk and retirement
Increasing mortality concerns, falling markets and disrupted spending patterns mean good retirement planning is more vital than ever
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Mark Preskett: This is a time to keep calm and see the positives
In this challenging environment, investors should put the significant market movements into perspective and remain level-headed
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Ben Goss on risk: Four client conversations for today’s markets
Four key talking points for advisers when speaking to clients concerned about the market and their portfolio