Investment Themes

Theme 1: Excess Liquidity On The Back Of Monetary Stimulus Fueling Rally Across Asset Classes

  • – Retail investors investing excess cash into equities, fueling rise in technology names at the troughs of Covid-19 Pandemic

Theme 2: Low Rates Leading to A Bid for Higher Yielding Assets

  • Investors seen moving into structured products, including CLOs and Infrastructure Assets

Theme 3: High Efficacy of Covid-19 Vaccines Fueling Rally in Cyclicals and Value Stocks

Details Coming Soon

Theme 4: US Election Results and Gridlock in Senate Takes Risk of Sweeping Policy Changes Off the Table

Details Coming Soon

Theme 5: Anticipation of sizable US Fiscal Stimulus bill fueling rally in Infrastructure Names

Details Coming Soon


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