Aparna Karnik on multi-asset framework & how to create a blended portfolio
“If you look at our view in terms of markets, we believe that earnings have been in general good. There are tailwinds but maybe valuations have run a little ahead of themselves, a little above their long-term averages. So if the market consolidates for a bit so that the earnings actually catch up to the valuations, that will be probably a good thing.”
