A New Era? Volatility and Market Performance Since 1960

By D. David Jilek, CAIA®

Highlights

  • D. David Jilek, Chief Investment Strategist at Gateway Investment Advisers, offers 60 years of historical perspective on the market conditions in 2022.
  • After the worst first six months of a year in more than five decades, market volatility in stocks and bonds is well above average – and many investors are fearful.
  • While market pullbacks and volatility spikes in recent years have proven to be strong buying opportunities, historical data shows extended eras when downside volatility was not a harbinger of a market turnaround.
  • While no one knows whether inflation and rising interest rates are ushering in a new investment era, low volatility equity strategies may help investors navigate the ups and downs of the stock and bond markets.

Resources

Past performance is no guarantee of future results. It is not possible to invest in an index.

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