We are increasing the duration of our Fixed Income portfolio to reflect the current macro conditions. We want to take advantage of the current higher rates to ...
As interest rates rise steeply due to higher inflation, tightening liquidity, and international bond movements, REITs and InvITs funds have been adversely ...
Gilt funds suffer as yields move upwards on the back of higher expected inflation, rising crude prices and international bond movements. What we will do in the ...
The Fixed Income portfolio has returned over 10% p.a. in the last five years, but been a little boring in the last year. It has only focussed on safety. This ...
Capitalmind Premium subscribers get access to four equity and one fixed-income (debt) model portfolios. How to allocate to Capitalmind Portfolios? This ...
To calm down the yield curve, RBI will buy government securities from the secondary market. This quarter alone, they will buy Rs. 100,000 cr. worth of bonds. ...
We’ve just changed the fixed income portfolio. Because the RBI, in its infinite wisdom, has thrown in the towel on interest rates. We have a video about ...
Gilt fund (and most bond fund) returns have fallen dramatically in the last few days. Nippon’s Gilt fund shows a negative return on a three month basis: ...
Debt funds have had a wonderful run last year, especially Gilt funds. The best gilt fund did over 14% in the last year. Is that going to change? The ...
The Fixed Income Portfolio needs another small change. This is the second change this year, which is fairly unusual for a portfolio like this but such times ...
