Noisy markets, long-term thinking

Kirshni Totaram is Global Head of Institutional Business.

Pallavi Ambekar is Coronation's Head of Absolute Return and a portfolio manager with 24 years of investment industry experience.

2026 has been a noisy year for investors. Conflict and rising bond yields have landed at the same time as the rapid advance of AI.

Kirshni Totaram, Global Head of Institutional Business, sits down with Pallavi Ambekar, senior portfolio manager and Head of Absolute Return, to unpack what has happened and how it has influenced our thinking. They cover why market returns have been so concentrated, why diversification matters and how one consistent, valuation-driven process across local and global markets shapes the way we build portfolios.

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Kirshni Totaram is Global Head of Institutional Business.

Pallavi Ambekar is Coronation's Head of Absolute Return and a portfolio manager with 24 years of investment industry experience.

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