Volatility healthy, value investors can act

RECENT price action in the markets has caused alarm but in time we think that the volatility may prove to be healthy.

We examine two tough decisions facing investors: Are the moves just a correction or the start of something more concerning? And second; if it is a correction, when is it right to fade the move?

We conclude that this is probably a corrective move, and one that may ultimately prove to be a good thing for markets.

We think that the recent volatility in markets is probably just a correction, but we would caution that it only makes sense to act now if you are a long-term, value-driven investor with the ability to weather potentially alarming volatility.

Our global equity strategy team encourages investors to be …