Building resilience through volatility
From The Invested by Mackenzie Investments
April 29, 2026 · 20 min · Episode 265
About this episode
Rajan Bansi discusses with Katherine Owen the importance of resilience in response to market volatility.
In this episode, Rajan Bansi speaks with Katherine Owen about why full defence is not the only response to volatility. They unpack market rotations, the return of AI momentum and the role of resilient holdings. You’ll hear conversation-ready context for clients weighing nerves against long-term allocation discipline. This episode was recorded on April 27, 2026.
People in this episode
Host: Rajan Bansi
Guest: Katherine Owen
Topics covered
- resilience
- volatility
- market rotations
- AI momentum
- long-term allocation
Keywords
- resilience
- volatility
- market rotations
- AI
- investment strategy
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