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INSIGHTS THAT MATTER

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Fixed Income Quarterly

Published Jul 24, 2017

“The contrary investor is every human when he resigns momentarily from the herd and thinks for himself” – Archibald MacLeish It’s been a tough decade for the rational investor. Interestingly, one simple rule over-rode all others; following the actions of the central banks led to outsized returns. Today, skepticism and fear is elevated, primarily on…

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Performance Review Q2 CY 2017

Published Jul 11, 2017

Nifty 50 What worked this quarter? In the Nifty 50, it was business as usual, with Financials occupying 4 of the top 10 spots in quarterly performance. Rounding out the top performers were Maruti, Hindustan Unilever, ITC and Hero Moto Corp. What’s noteworthy was that Consumer Staples – ITC and Hindustan Unilever – delivered strong…

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The Bull Market in Fear

Published Jun 27, 2017

“The idea that the future is unpredictable is undermined every day with the ease with which the past is explained” – Daniel Kahneman, Thinking Fast and Slow While scepticism reigns on the prognosis of the equity bull market, there’s no doubt about the level of fear. Welcome to the bull market in fear. We’d postulate…

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High Valuations in Equities… Sustainable?

Published Jun 12, 2017

“More money has been lost because of four words than at the point of a gun. Those words are ‘This time is different.” – Carmen Reinhart, Eight Centuries of Financial Folly This month we focus on some of the key drivers contributing to high valuations to assess the sustainability of the current investment environment. We…

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