Prashant Sharma
Latest From Prashant Sharma
Insurance fixed income investors should heed the lessons of 2016
The volatility generated by political events, which put the markets on the back foot for much of this year, shows no sign of abating in 2017
Fixed income investors must prepare for divergence
For insurance companies, maintaining diversification in fixed income portfolios to take advantage of divergence will be critical in the year ahead
Turbulence ahead: currency volatility is coming
While predicting the final outcome of the UK general election and its impact on British financial assets is turning out to be quite challenging, investors should prepare for currency volatility in the months ahead
Cranking up global liquidity
More than $100bn of new central bank money will be added to global financial markets each month, easily exceeding the peak $85bn per month injected by the Fed before the tapering of QE3
November boost for equities
Expectations of abundant liquidity on the back of accommodative central bank policy has driven up stock prices over the month
Market responds punitively to downward global growth outlook
But the recent volatility and spread widening have also created selective opportunities, particularly in emerging market debt for investors