As broad benchmark indices trade close to lifetime highs and valuations turn rich, financial planners believe it is essential that equity investors build a core and satellite portfolio that combines both active and passive strategies. The core portfolio with a two thirds allocation should be long-term oriented and could be tilted toward categories that are … Read more
Cameron Brandt, Director of Research, EPFR Global, says equity investors are treating market volatility as something of an opportunity and there is a bit of buying. Investors are coming in on lower valuations and cheaper entry points for ETFs in key markets. However, as investors are taking some risk off the table in high-yield bond … Read more
Financial planners believe long term equity investors can consider an investment in large and midcap schemes. They could start a long term systematic investment plan (SIP) in this category which can give dual benefits of stability offered by large caps and the growth potential of midcap companies. WHAT IS A LARGE AND MIDCAP FUND? Large … Read more
Mumbai: Long-term equity investors eyeing a thematic allocation and believe India is well positioned to become the next manufacturing hub, can consider a small allocation to the new fund offer of the Canara Robeco Manufacturing Fund. Conservative equity mutual fund investors can use systematic investment plans (SIPs) to invest in diversified equity mutual fund schemes … Read more
