Research
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.
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.