Diversify more and expect less in the second half of 2015

Stephanie Flanders - JP Morgan Asset Management
Stephanie Flanders, JP Morgan Asset Management

Volatility is here to stay and investors should get used to it. Events in Greece and China have given investors plenty to think about in the near term, and beyond that there is the momentous prospect of the first rise in US policy rates since 2006.

When we consider some of the key issues for investors this quarter, there are three important themes:

Prepare for instability

European bond markets recently delivered a useful reminder to investors that fixed-income markets are not a one-way bet.

Spec

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