How to understand volatility and its role in portfolios
FTAdviser Podcast
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Is It Normal or Logical for Fundamental Investors?
I think we're going to be moving into a phase where the averages in terms of whether it's certain benchmark indices will matter less. I do think that value and valuation, which has been a very poor tool for investors over the last decade, may carry more power as we look forward. So whilst I absolutely accept that this feels like a period of elevated volatility, the background conditions feel,. again, to use Elena's expression that we're kind of in an unprecedented environment.
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