Why we aren’t concerned to see volatility rising
Last week saw an abrupt gear change, with global equity markets taking a step backwards and volatility suddenly spiking much higher although so far, the market disruption hasn’t had much of an impact on overall valuations. In this video Tim gives you a perspective on how here at Montgomery we are thinking about the recent market moves and trying to position for a good long-run outcome.
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Tim Kelley has retired from Montgomery Investment Management, effective 30 September 2021. Tim’s final project has been drafting our investment guidelines to integrate environmental, social and corporate governance (ESG) considerations into our investment process. Tim remains a shareholder of Montgomery Investment Management.
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