A case exists for an asset allocation shift to equities

The Financial Express, Mar 14, 2017

Sanctum Wealth Management has released its Investment Outlook Report which identifies the key investment themes for this year. Equities The last 20-odd years, and certainly the last five, have taught us that whenever there is stress in the system and fear in the markets, it has been a good time to buy. India remains in…

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U.S. Markets Not Pricing In Economic Headwinds, Warns Sanctum Wealth Management

Bloomberg Quint, Mar 14, 2017

U.S equity indices may be at lifetime highs but there are headwinds that the market has not priced in, cautions Sunil Sharma, the chief investment officer at Sanctum Wealth Management. There is a recognition that fiscal stimulus in the U.S. may not through in the manner that most market participants were expecting. This coupled with…

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India in a structural long-term bull market: Sanctum Wealth

The Economic Times, Mar 10, 2017

India is in a structural long-term bull market and there is a case for an asset allocation shift to equities in the coming months, says a report. According to Sanctum Wealth Management Investment Outlook Report for 2017, aimed at identifying key investment themes that will shape investors’ portfolio performance in the coming year, equities are…

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U.S. Markets Not Pricing In Economic Headwinds: Sanctum Wealth

Bloomberg Quint, Mar 10, 2017

Sunil Sharma, Chief Investment Officer, Sanctum Wealth Management talks to Agam Vakil of Bloomberg Quint on the challenges U.S. equity indices are facing even as they are positioned at lifetime highs. The interview further discusses subjects such as domestic market uncertainties, fund flows into India, corporate earnings and bank consolidation.

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