According to the report, during the long bull market from 1982 to 2007 investment managers moved away from asset allocation, focusing instead on individual manager selection at the asset class level.
We advocate a fixed but dynamic allocation of 70% stocks, 20% bonds, and 10% gold, adjusting based on sentiment indicators. Currently, we hold 50% stocks, 10% bonds, and 40% in money market due to ...
Category data from 2017–2025 indicates hybrid strategies delivered narrower return ranges than pure equity, reinforcing their ...
Over the past 48 months, global markets have experienced volatility driven by the Fed’s tightening monetary policy, evolving geopolitical issues and broader macroeconomic factors. This has created a ...
Balanced advantage funds continue to attract investors seeking dynamic equity-debt allocation amid volatile markets. These ...
Acknowledging that there is never a ‘one-size-fits-all’ strategy for investment, Tanya Debakhapouve explains how different investment approaches better lend themselves to different client ...
Dynamic Asset Allocation Funds (DAAFs) provide a tax-efficient solution to the challenges posed by India's long-term capital gains tax on investment goals ...