'AI can drive the rise of intelligent investing and usher new strategies'

How is your team viewing the current market valuations and preparing for possible corrections? The investment team at 360 One Asset views current valuations as elevated, particularly in the mid- and small-cap segments. The valuation is being upheld due to strong earnings growth and economic momentum. Despite premium valuations, the equity market outlook remains positive from the long-term perspective. While some sectors may appear overvalued by traditional metrics, attractive opportunities still exist in a few. We focus on high-quality companies with robust balance sheets and strong cash flows. Our portfolio strategy focuses on long-term fundamentals collated on the backdrop of our proprietary SCDV (Secular, Cyclical, Defensives, Value Trap) inv

This article was originally published on October 24, 2024.