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3 Factors for Portfolio Rebalancing

Markets have seen a sharp correction in the YTD period owing to concerns over a slowdown in global growth amid aggressive tightening by global central banks to tame the surge in inflation. Given this sharp fall in equity markets, investors’ asset allocation would have seen a meaningful drift from their targeted asset allocation. Listen in to our expert, Dhaval Kapadia, Director Portfolio Specialist at Morningstar Investment Management group as he discusses the key aspects for investors to consider while re-balancing their portfolios.
Jul 20, 2022

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NFOs in 2023: Analyzing Market Shifts and What Lies Ahead
Kaustubh Belapurkar, Director Manager Research, gives his views on the year gone by (2023) related to markets and mutual funds. Kaustubh discusses on the latest trends in mutual funds especially NFOs which were launched in 2023 relative to previous years and how things are likely to shape up going forward.
Jim Rogers loves his critics
Investment Specialist, Larissa Fernand looks beyond the numbers, and takes a peek at the psychological mindset of seasoned investors. Here she is in conversation with legendary investor Jim Rogers.
Ben Carlson on self awareness and not meeting your heroes
Investment specialist Larissa Fernand looks beyond the numbers, and takes a peek at the psychological mindset of seasoned investors. Here she is in conversation with Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management.
Should you invest in US Equities
Kaustubh Belapurkar, Director of Fund Research at Morningstar Investment Adviser India Private Limited, recommends diversifying investment portfolios with US equities as a compelling choice due to the exposure to global businesses, broad-based diversification, and long-term potential for returns.
Kotak Emerging Fund
An experienced manager, backed by a strong team; a well though out strategy and adherence to the investment approach lead to a strategy that stands out in terms of its long term showing.
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