Asset Allocation News
Multi asset allocation is the way to go: Union AMC’s Madhu Nair
Here’s how Nair is helping Union AMC become a more resilient player in asset management.
7 min read8 Nov 2024Silver does not merit significant allocation to portfolio despite stellar run in 2024, says Capitalmind. Here’s why
Capitalmind’s report recommends a portfolio of 62% gold, 35% Nifty, and 3% silver for optimal returns and low volatility. Despite silver’s 2024 gains, its high volatility limits its role, suggesting a focus on gold and equities for steady growth.
3 min read28 Oct 2024How to approach asset allocation in bullish times
Living in a rented house and using your surplus funds to punt in the markets is a bull-market phenomenon.
8 min read19 Oct 2024Will gold outshine markets in 2024? Experts weigh in on how to adjust your portfolios
Gold and equities should be strategically allocated to mitigate risk, as both asset classes have shown varying performance cycles. Experts recommend maintaining a diversified portfolio with 5%-15% allocation to gold, emphasising its role as a hedge during uncertainty.
4 min read24 Sep 2024MOSL advises multi-asset investments after election results: Here’s what it recommends for equity, gold, fixed income
MOSL suggests a multi-asset investment approach to navigate evolving scenarios after unexpected election results. It advocates staggered investment strategies based on market-cap indices. Caution is advised in equity markets, with a bullish outlook on gold.
3 min read19 Jun 2024Equites, fixed income, and Gold: Axis recommends diverse multi-asset portfolios for optimal risk management.
Axis recommends constructing a diversified portfolio spanning multiple asset classes to safeguard against market volatility. The brokerage is overweight on equities, neutral on fixed-income assets and gold. Market dynamics will pivot around prevailing narratives, influencing investment decisions.
4 min read17 Jun 2024Standard Chartered downgrades equities to ‘neutral’; suggests asset allocation for conservative and aggressive investors
Standard Chartered downgraded equities to ‘neutral’ due to uncertainty post elections, but sees opportunities in large-cap stocks and bonds.
2 min read13 Jun 2024Portfolio optimisation: Experts recommend over 50% investment in equities; how much should you allocate to gold, debt?
Indian markets recover impressively post election turbulence, surging by 6%. RBI revises FY25 GDP growth forecast to 7.2%. Experts recommend diversified portfolio with 50% in equities, 10-35% in gold, and 15-25% in fixed income to optimise returns amidst volatility.
6 min read7 Jun 2024Mutual funds: 5 best dynamic asset allocation funds to invest in 2024
Dynamic asset allocation funds dynamically allocate between equity and debt, with allocations ranging from 0 to 100% based on market conditions. Here are the best dynamic asset allocation funds to invest in 2024.
1 min read4 Apr 20245 essential personal finance terms you need to know
Mastering personal finance terms is integral for informed decision-making, effective wealth management, and enhancing financial well-being in the dynamic landscape of investments.
1 min read28 Feb 2024Popular Topics
Budget
The Union Budget contains details about the estimated receipts and the expenditure of the government for a particular fiscal year. The Budget is allotted for the upcoming fiscal year, which runs from 1st April to 31st March of the next year. Here is a quick guide on how the Union Budget is prepared