Author page: ithought

Is it the Right Time to Invest in Solitaire?

The journey so far… We launched Solitaire in August 2019 with the promise of building a high-quality, value-driven portfolio that provides moderate and steady risk-adjusted returns with minimum volatility.   Global equity markets have witnessed one of the most tumultuous years ever. Nobody, including us, was protected in the steep crash of March 2020. However,…

Fixed Income Outlook – September 2020

Fixed-income investors have a lot on their plates. In 2020, they’ve dealt with extreme volatility, FII outflows, mutual fund schemes winding down, and modest returns. In this piece, we’ll explore the impact of loan moratoriums, inflation, and monetary transmission on fixed-income investment strategies. Loan Moratoriums & NPA The RBI announced loan moratoriums in March. This temporary measure…

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