AMWatch

Big Investor: "Everything seems expensive right now"

Both equities and bonds are priced far too high, even in light of Schroders' positive expectations for the future, says AM portfolio manager.

Photo: PR: Schroders

Despite Schroders' positive prognosis for growth, portfolio manager Ugo Montricchio thinks equities, government bonds and corporate bonds are very expensive, writes the Danish financial media Finans.

"Everything looks expensive right now. Equities are expensive, especially in the US. Government bonds seem expensive. Corporate bonds look expensive. But you get a negative return on cash. As long as there's economic growth, we must find something out there that give us a return," Montricchio says to Finans.

Already a subscriber? Log in.

Read the whole article

Get access for 14 days for free.
No credit card is needed, and you will not be automatically signed up for a paid subscription after the free trial.

  • Access all locked articles
  • Receive our daily newsletters
  • Access our app
An error has occured. Please try again later.

Get full access for you and your coworkers.

Start a free company trial today

More from AMWatch

Evli Q1 more impacted by markets than outflow

The market turmoil in the first three months of the year has had more of an effect on Evli than outflows, though the fact that international investors have pulled out of Evli’s corporate bond fund has been felt.

Further reading

Related articles

Latest news

AMWatch job

See all jobs

See all jobs

Watch job

See all jobs

See all jobs

Latest news from FinansWatch (dk)

Latest news from EnergyWatch

Latest news from ShippingWatch