The strong case for a diversified portfolio allocation in FY25

The outlook for equities, fixed income and gold in the upcoming fiscal year call for a mix of caution, being bold and building a hedge 

Kailash Kulkarni
March 13, 2024 / 09:40 AM IST
The strong case for a diversified portfolio allocation in FY25

There is a favourable case to add duration to investor portfolios.

In the coming months, the stock market’s focus on the upcoming national elections is set to intensify. In fact, major countries including India, the US, UK, Brazil and Russia are set to go to the polls. Besides elections, the timing of the US Federal Reserve interest rate cuts and any geopolitical uncertainty will weigh on markets. In this backdrop, the big question for investors is how to approach the markets and their investments. Maybe it is time to take...