AllNews - "All Time High" - Keep sailing or jump ship?


"This Wednesday, March 20th, AllNews published an article written by Alexandre RYO, Head oh Alternative & Overlay Solutions at Ellipsis AM, which questions the rise in equity market valuations.

"Is the rise in equity markets excessive? Do we really need to return to more defensive yielding assets?"



"Since 2022, many investors have opted to return to fixed income, at the expense of the equity markets. A mistake in hindsight when you look at past performance."

Disclaimer: The information relating to the instruments or issuers mentioned in this article is for illustrative purposes only and does not constitute a buy or sell investment recommendation. At the time of publication of this article, the portfolios managed by Ellipsis AM may or may not be exposed to the issuers mentioned and the issuers may no longer be present in the portfolio at a later date. Future management decisions are not constrained by the statements and analyses reported and may even go in the opposite direction.