Helen Jewell

speaker

156 appearances 1 recordings 1 series first heard Jul 2026 last heard 28 Jul

Helen Jewell’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Making Sense · Momentum vs. fundamentals in the AI trade: Insights from BlackRock · 28 Jul 2026 podcast

Yeah, exactly right.

What we're seeing is a much larger proportion of the market holding stocks for only a few months on average, according to some of the data that we look at.

So whilst you might see some of the investors in the market looking at longer-term forces, there is a bigger group that are playing nearer-term catalysts.

And there's also, I think, a much bigger group of investors who have a predisposition to really buying the dip.

You know, you and I

I grew up in an environment we saw the the global financial crisis.

And that means that we've always got this nervousness around the markets and what the market is signalling.

But if you've only ever seen the market go up, then you buy the dip.

That means that you have more of the momentum trade.

And we end up again in this cycle, which really is a part of the market that we've not seen before.

It's really difficult to know.

What it does mean, though, going back right to that very first question you asked me about being a long-term investor who ignores the noise, it does make it more difficult for that group because you're seeing the market move quite significantly on any given day.

You know, we've seen, as you mentioned, things like the Cosby move up and down by plus and minus 20%.

And that can be really challenging.

It means that long-term investors

investors just need to hold their nerve that little bit more when they're thinking about ignoring the noise.

Companies that have got strong earnings growth and high returns on capital will do well over the long term.

The two things that perhaps aren't always super clear is how long is the long term.

And secondly, how much day-to-day pain and volatility will it take before that theme comes through of being a long-term winner?

And that is the challenge of the market that we're facing today.

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