Market volatility has picked up again as the Federal Reserve’s latest interest rate signals, inflation projections, and upcoming economic data keep traders on edge. For investors, that turbulence can mean sharper swings in both risk and opportunity. This article looks at three stocks from our Market Volatility Beneficiaries screener that appear closely tied to the current Fed driven news cycle and earnings sensitivity. Each stock is exposed to the same catalyst, but in its own way, which can matter a lot for potential returns and portfolio risk. Read on to see which three stocks made the cut and why they stand out now.

Silvercrest Asset Management Group (SAMG)

Overview: Silvercrest Asset Management Group is a New York based wealth manager that provides investment advisory and family office services to ultra high net worth families, their trusts, and institutional clients such as endowments and foundations across the United States.

Operations: Silvercrest generates all of its US$125.3 million in revenue from investment management services in the United States.

Market Cap: US$119.8 million

Silvercrest Asset Management Group stands out in a choppy Fed driven market because its fee based advisory model is closely tied to client portfolios that tend to stay invested, even when trading activity picks up around rate decisions and earnings releases. The company is investing heavily in new offices like Atlanta and senior talent to tap growing ultra wealthy markets. Analysts expect strong earnings growth alongside a rich institutional pipeline, despite recent pressure on margins and a dividend that is not fully covered by earnings or free cash flow. With valuation metrics that sit below some industry peers, yet a business exposed to heightened market volatility through both asset management fees and interest income on cash, investors watching the Fed may find there is more to Silvercrest’s story than the headline numbers suggest.

Silvercrest’s expanding ultra wealthy footprint and below peer valuation multiples suggest the market may be underpricing its fee based earnings power, but the real twist sits in the 2 key rewards and 2 important warning signs (1 is major!)

AlTi Global (ALTI)

Overview: AlTi Global is a New York based wealth and asset manager that works with ultra high net worth families and institutions, combining discretionary portfolio management, advisory and trust services with family office support, estate and wealth planning, philanthropy, and an alternatives platform that helps clients access private markets and real assets across multiple jurisdictions.

Operations: AlTi Global generates US$271.0 million in revenue from its Wealth & Capital Solutions segment.

Market Cap: US$542.6 million

AlTi Global is built around clients who tend to stay invested and often lean into alternative assets when volatility picks up, which can keep engagement high as the Fed’s rate signals and data releases move markets. Management highlights diversified portfolios with lower sensitivity to broad equity indices, and Q1 2026 results showed revenue of US$73.11 million and net income of US$7.7 million, alongside a push into AI enabled workflow tools through the Nevis platform. At the same time, the company carries all its liabilities through higher risk external borrowing and has a record of losses and weak return on equity. That mix of fast growth expectations, richer alternatives exposure and a leveraged funding model is where the real story around risk and reward in AlTi Global begins.

AlTi Global’s mix of alternatives exposure, AI enabled tools and leveraged funding is not fully captured in the headlines yet, and the real inflection point may sit inside the analysis report for AlTi Global

AJ Bell (LSE:AJB)

Overview: AJ Bell is a Manchester based investment platform operator that helps UK retail investors and financial advisers manage pensions, ISAs and general investment accounts through services like AJ Bell Investcentre, AJ Bell, AJ Bell Touch and Dodl, alongside in house investment solutions and securities dealing.

Operations: AJ Bell generates £346.64 million in revenue from Investment Services, all from customers in the United Kingdom.

Market Cap: £2.48b

AJ Bell is closely linked to UK retail investing behavior. Fed driven volatility that keeps markets moving can translate into higher customer activity on its platforms, alongside reported earnings growth of 37.6% in the past year and net margins of 35.5%. The company combines high forecast returns on equity with regular dividends and active buybacks, while investing in technology and pricing to support customer engagement. In contrast, the shares trade on a relatively rich P/E multiple, the business shows heavy reliance on external borrowing, and regulatory and tax changes can affect both costs and client sentiment. That balance between quality, growth and funding risk is a central focus of the investment debate around AJ Bell.

AJ Bell’s accelerating earnings and rich P/E suggest investors are paying up for quality, but the real tension between growth, dividends and funding risk sits inside the 3 key rewards and 1 important major warning sign

The three stocks covered here are only a starting point, as the full Market Volatility Beneficiaries screen flags 43 more companies with stories that could be just as compelling as the ones you have just read. To go further, use Simply Wall St to identify and analyze the specific catalysts and narratives that matter to you in the Market Volatility Beneficiaries screener.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.