With equity valuations getting richer by the day, how many safe spaces do investors have left to explore? Equity markets are at an unusual place: small & midcap companies are trading at a premium to their large-cap peers. Flows are keeping markets up and every rally erodes the safety that…
It’s time we understood the mechanics of fixed-income markets. How do the fixed-income markets work? What makes bond investors tick? Why is everyone banking on an interest rate cut? And will rate cuts finally give investors what they want? While everyone believes that interest rates influence investors, it’s yields that…
Welcome to our last outlook for 2023! We have much ground to cover. This month is a wrap-up of looking at regulatory changes, flows, monetary policy and much more. We invite you to join us live to wrap up 2023. Register here to have all your questions answered! Regulatory Changes:…
As investors, we all want to be ahead of the cycle. For obvious reasons, this is one of the hardest things to achieve. To be ahead of the curve, we should have a keen sense of where we are now, where we’re going, and what could happen along the way.…
“Details create the big picture.” – Sanford I Weill There is a stark contrast in investor sentiment between fixed income and equity. Equity investors are quick to digest negative news and eager to participate in the asset class. On the other hand, fixed-income investors are taking their time to…
“One must choose in life between boredom and suffering.” ~ Madame de Stael Often, the market is an exciting place for investors. There’s always something happening, a new idea to explore, or an old lesson to relearn. Despite transitioning into a new regime of higher inflation and an impending…
Welcome to this month’s Finesse blog, where we’re studying inflation trends, what the Fed is so worried about, and market expectations around RBI’s impending policy. We also explore how savers can approach investing when the yield curve is flat and what to do when the markets are at all-time highs.…
This month’s outlook explores why 2023 is a year for fixed income and how opportunities change every cycle. As a bonus, we’re also sharing a framework for product selection. Talk to your investment adviser today to prioritise safe investments. The Market Cycle The nature of fixed-income returns often trips investors…
Every month, we study what’s happening in fixed-income markets. June is a month of monetary policy announcements. This time we decode the Reserve Bank of India’s monetary policy. Want to know what’s happening with the US Federal Reserve? Register for this month’s webinar. Today, we dive into the merits of…
Every month, we study what’s happening in fixed-income markets. This month, we’re delving into: Federal Reserve Meeting – Setting The Tone For Global Monetary Policy? Tax Loopholes: Should You Exploit Them? (MLD) Equity Savings Funds: How Do They Measure Up? Federal Reserve Monetary Policy – May 2023 All eyes are…
In March, investors rushed to allocate money into fixed-income mutual funds due to a change in tax rules. The motivation behind these allocations had more to do with tax than merit. The questions investors need to ask and answer in 2023 are: Is this the right time to invest in…
Background and Decision All eyes were on the Federal Reserve this month as the markets intently anticipated their next move. The markets were spooked by the bank run on Silicon Valley Bank and this triggered a sell-off of smaller, regional banks in America. Amidst all this, in Europe, Credit Suisse…