Time to start allocating money in the market? This is what Ajay Bagga has to say
“While the VIX for bond markets and the currency market is at multi-decade high, the stock market VIX has not really gone up. That shows us that even though the fund manager sentiment surveys and consumer surveys are quite pessimistic in terms of flows and positioning in the option markets, the markets have held up quite well after the initial selloff in the first six months.”
