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Reasons for optimism about Indian equities

Our experts explain why, despite criticisms that Indian equities trade at higher valuations today than they have historically, they may have the potential to help drive total returns over time.

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By

Murali Srikantaiah

Brian Yeong

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Quick Take
2024-08-31
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Mid Year Outlook Designs
Outlook Inflation Bank liquidity USA Monetary policy Growth Article
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Inflation loosens its grip, but bank turmoil could put the squeeze on US growth

US Macro Strategist Juhi Dhawan weighs the benefits of disinflation for consumers and companies against the risks of a credit crunch brought on by the recent bank crisis.

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By

Juhi Dhawan, PhD

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Article
2024-05-31
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Insurance Multi-Asset Outlook Multi-asset Insurance Value vs growth Growth Income Liquidity Portfolio construction Private companies ESG Balance sheet Whitepaper Tactical allocation Multi-Asset solutions iStrat
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2023 Insurance Outlook: Resolve to solve with a restocked toolkit

Multi-Asset Strategist Tim Antonelli and Insurance Strategist Max Davies share four actionable ideas designed to help insurers successfully navigate 2023.

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By

Tim Antonelli, CAIA, CFA, FRM, SCR

Max Davies, CFA, CAIA

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Whitepaper
2023-12-31
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