Are investors drawing the right conclusions? Are some funds illprepared for a doomsday scenario? Should you buy or exit a fund based on these test results? We attempt to filter out the noise around the much-hyped stress tests to find out whether investors need to be worried.
“Looking at the current market valuation, obviously it makes a lot of sense and there is a big case for exposure to be a little heavier on the largecap side. But having said that, I would refrain from saying everybody should do investment in largecaps and sell off their mid-cap exposure.”