Current market conditions - what is the data telling us?



Ashwin Alankar, Head of Global Asset Allocation, believes that data can tell us a lot about what is going on in the marketplace. In this video, he discusses what current data may be indicating for the wider market.
Key takeaways:
  • US equities have made up the bedrock of the equities rally over the past few years. Today, however, Ashwin believes that data is indicating Asian equity markets have taken over as the most attractively valued region.
  • Recessions in the post-world war era have typically started when the price of money trades more expensively relative to GDP growth.
  • In the near term, the price of money appears fair in US terms, and over longer-term horizons, the price of money appears cheap relative to GDP growth.


This video was recorded on 6 March 2019.

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.

Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

The information in this article does not qualify as an investment recommendation.

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