June 22, 2025
Fixed Assets

The role of fixed income in a wider portfolio

Given the relative failure of bonds to dampen volatility and move inversely with equities since the start of the pandemic, many allocators may have pondered the point of owning bonds at all. That may have been particularly true in 2024, as equity markets rose stoutly, while in 2021, when equity markets fell, so did bonds. 

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Gold Investing

Gold Rally: Invest Or Wait? Dharmesh Kant’s Take!

In this episode of Daily Calls, Dharmesh Kant, Head of Equity Research at Chola Securities, shares his insights on the ongoing rally in gold prices, which have surged over 32% in FY25 and are now approaching the ₹1 lakh mark in Indian markets. As investors grapple with FOMO and rising global uncertainties, Dharmesh explains why

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Fixed Assets

‘Japan will be in the tariff crosshairs, but our overweight will benefit if we enter an upturn’

Sacha Chorley is a portfolio manager for the Quilter Investors Cirilium range. Before joining Quilter in 2011 he worked at Broadstone as an analyst. Which fund in your portfolios are you most pleased with? Pacific North of South EM All Cap Equity. The fund has been managed consistently by the same team for decades even

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Fixed Assets

Fixed income provokes mixed feelings among DFMs

Last week we published the latest findings from the most recent Asset Allocator sentiment survey, with a particular focus on equities. A feeling of uncertainty prevails at the moment — for instance, 50 per cent of our respondents are neutral on US equities, with just under one-third expressing outright negativity on the outlook for this

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Gold Investing

‘Gold is in a bull run which can continue’

Hoshang Daroga has been investment director at Elston Consulting since 2022. Before that he was senior portfolio manager at Copia Capital Management. Before this he held a series of analyst roles in the US. Which fund in your portfolios are you most pleased with?  Artemis US Smaller Companies fund has done very well. We added

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Fixed Assets

Building a resilient fixed income portfolio

Duration and credit risk are two major risks and drivers of returns of the fixed income asset class.  So how do investors manage this balancing act? Credit risk is the risk that a company’s creditworthiness may deteriorate, increasing the likelihood that they will either default or be downgraded to reflect a higher likelihood of default. 

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Financial Assets

How do Indian family offices invest money? Decoding their asset allocation | Personal Finance

3 min read Last Updated : Aug 29 2024 | 9:09 AM IST Alternative Investment Funds (AIFs) are gaining traction among Indian family offices as a preferred tool for accessing private markets and startups, showed a report by Sundaram Alternatives, which caters to the investment needs of high net-worth individuals (HNIs) with offerings across

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