We have about a year until markets once again become frothy: Jan Dehn

DEHN, head of research at Ashmore Group, tells Puneet Wadhwa in an interview that this is a good time for investors to shift to cyclical stocks

As the markets begin Samvat 2077 at a fresh all-time high amid a hunt for a Covid-19 vaccine, London-based JAN DEHN, head of research at Ashmore Group, which has nearly $100 billion worth of assets under management, tells Puneet Wadhwa in an interview that this is a good time for investors to shift to cyclical stocks. Edited excerpts:

How are global investors viewing the US poll outcome?

The conclusion of the election removes a major element of uncertainty. This is positive for the markets. However, there are still important unknowns, which will continue to gradually dissipate, including (president-elect) Joe Biden’s choice of