Why A Portfolio Should Have 70% Or More Equity Exposure

Saumen Chattopadhyay says we're returning to a normal world as Covid-19 cases fall and vaccinations increase. The trades are thus shifting from pure reflation to where the market is reassessing the growth outlook. He says we may see higher volatility given the procyclical nature of the Fed's policy, and pent-up demand and fiscal packages.

Market Overtime

01 Jun 2021

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Why A Portfolio Should Have 70% Or More Equity Exposure

Saumen Chattopadhyay says we're returning to a normal world as Covid-19 cases fall and vaccinations increase. The trades are thus shifting from pure reflation to where the market is reassessing the growth outlook. He says we may see higher volatility given the procyclical nature of the Fed's policy, and pent-up demand and fiscal packages.

Market Overtime

01 Jun 2021