Mike Contopoulos of Janice Henderson Investors increased his portfolio's cash position from a normal level of 2% to 7% to account for market volatility.

Mike Contopoulos believes if the Federal Reserve cuts interest rates, it would be a mistake that would cause Treasury yields to go much higher, hurting growth and long-duration assets.

Mike Contopoulos of Janice Henderson Investors believes there is a probability of a Federal Reserve interest rate hike.

Mike Contopoulos of Janice Henderson Investors believes market volatility indexes like the MOVE index and the VIX index should be higher given the current level of uncertainty.

Janice Henderson Investors' portfolio is tilted towards international markets, including emerging markets ex-China, Japan, and Europe, and U.S. sectors like industrials, energy, and materials.