• Home
  • News
    • People moves
    • Africa
    • Asia
    • Australia
    • Canada
    • Caribbean
    • Domicile
    • Europe
    • Latin America
    • North America
    • Middle East
    • US
    • US
    • UK
  • Products
    • Funds
    • Pensions
    • Platforms
    • Insurance
    • Investments
    • Private Banking
    • Citizenship
    • Taxation
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Directory
  • Video
  • Advertise with us
  • Directory
  • Events
  • European Fund Selector
  • Newsletters
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
  • Advertise with us
  • Directory
  • Events
    • Upcoming events
      event logo
      International Investment Nordic Forum 2021

      International Investment is delighted to announce the 2021 International Investment Nordic Forum which will take place on Tuesday March 9, at 9am (GMT). This curated virtual event will be broadcast live and will feature a series of fund manager interviews and presentations, as well as interviews with some of the Nordic regions top fund selectors.

      • Date: 09 Mar 2021
      • ONLINE, ONLINE
      View all events
  • European Fund Selector
International Investment
International Investment

Sponsored by

Sharing Alpha
  • Home
  • News
  • Products
  • Fintech
  • Regulation
  • ESG
  • Expats
  • In Depth
  • Special Reports
  • Video

Nervous markets call for a calm approach

Nervous markets call for a calm approach
  • Viola Caon
  • 27 January 2016
  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  

The first three weeks of 2016 have been a difficult time in global stock markets, but in reality little has changed except perception.

John Chatfeild-Roberts, head of strategy, Jupiter Independent Funds Team, outlines some of the opportunities and risks in the current market environment, as well as the importance of patience when investing over the long term.

Related articles

  • Emerging markets: will 2016 be the turnaround?
  • Reasons to be highly selective in 2016
  • Be wary of a sustained energy and materials rally
  • Commodities to rally in 2016

The start of the new year is of course a traditional time to take stock of the situation and make resolutions for the coming year.

Unfortunately what many investors resolved to do when they got back to their desks in January was “sell, sell, sell”.

The early weeks of 2016 have been a difficult time in global stock markets, with the UK market down 5.8%, the US down 6.6% and Europe down 7.4%.

So what changed? Well, in reality very little except perception.

Evidence of this can be seen by the market rise triggered by comments from Mario Draghi, president of the European Central Bank, that he may possibly reconsider current monetary policy and provide further stimulus to the eurozone economy.

If such comments can trigger sudden price moves it tells you that markets are acting more on feelings than facts.

At times like this I believe it is important to have patience .

The UK and US economies remain in relatively good shape, and although interest rates are generally expected to rise in both countries during 2016, Mark Carney, governor of the Bank of England, has recently sought to cool the market’s expectations of an imminent interest rate rise in the UK.

In any case, our opinion is that interest rates on both sides of the Atlantic will remain relatively low for the foreseeable future and regardless of the exact timing any rises will be small and gradual.

The low price of oil and other commodities is also a natural correcting mechanism for the global economy.

12
  • Tweet  
  • Facebook  
  • LinkedIn  
  • Send to  
  • Topics
  • China
  • Jupiter
  • United Kingdom
  • United States of America
  • volatility
Back to Top

Most read

HSBC Singapore CEO to leave for Saudi British Bank
HSBC Singapore CEO to leave for Saudi British Bank
Global UHNWI population to grow by 27% over the next five years: Knight Frank
Global UHNWI population to grow by 27% over the next five years: Knight Frank
EU removes Barbados from blacklist of 'non-cooperative' jurisdictions
EU removes Barbados from blacklist of 'non-cooperative' jurisdictions
J.P. Morgan Asset Management launches Global Income Sustainable Fund
J.P. Morgan Asset Management launches Global Income Sustainable Fund
Comment: Four key issues powering the renewable energy revolution
Comment: Four key issues powering the renewable energy revolution
  • Contact Us
  • Marketing solutions
  • About Incisive Media
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017
Loading