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POSITIONING FOR MORE VOLATILITY

The uncertainty in global markets has prompted Wilson Asset Management portfolio manager Catriona Burns to position for more volatility, while the tariff flip-flopping is keeping her away from consumer goods companies.

"The tariffs back-and-forth is hindering decision-making for American corporates," says Burns.

"We specifically tried to stay away from anything that we thought would be potentially negatively affected, whether that's consumer goods companies, automakers and big importers," Burns added.

An area Burns does like is the global exchanges, such as Intercontinental Exchange ICE.N and CME Group CME.O.

"Our take was that there would be increasing volatility and noise," Burns says.

"And these companies are the massive beneficiaries of volatility, so we like those."

Companies with big fixed income markets, such as TradeWeb TW.O and MarketAxess MKTX.O, could also be beneficiaries of volatility, Burns said.

(Vidya Ranganathan & Samuel Indyk)

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EARLIER ON LIVE MARKETS:

WHAT WILL THE ECB MAKE OF ALL THIS? CLICK HERE

EUROPE'S DEFENCE BOOM, SOMETHING FOR US CONTRACTORS TOO CLICK HERE

PICTET GOES OVERWEIGHT EUROPEAN STOCKS, DOWNGRADES U.S. CLICK HERE

BIG BOUNCE, MDAX STANDS OUT CLICK HERE

EUROPE BEFORE THE BELL: "A REALLY BIG BAZOOKA" CLICK HERE

TARIFFS STAND OUT AMID MENAGERIE OF MARKET DRIVERS CLICK HERE