Research

Inter-linkages among different asset classes: Equities and Credit
Indrani De Indrani De

Inter-linkages among different asset classes: Equities and Credit

Globalization and increased capital flows have led to equity markets across different parts of the world to be highly correlated, and this is a well-accepted data point. Less well understood are the high inter-linkages among different asset classes. This research piece looks at two large asset classes – equities and credit.

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Strategic Equity Allocation Insights
Indrani De Indrani De

Strategic Equity Allocation Insights

The ‘Buffett Indicator’ defined as [Total Stock Market Capitalization/Gross Domestic Product] in the U.S. is at record high; 2020 YTD average at levels just prior to bursting of the dot-com bubble.

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