Multi-Asset Funds Gain Traction as Convenient Asset Allocation Tool While Delivering Attractive Returns

Diversification is key but how many assets and in what proportion? Mutual funds launching new multi-asset funds.
Multi-asset funds invest across equity, debt, gold, commodities etc. Seen as one-stop asset allocation solution.
Top multi-asset funds have delivered avg 3-yr returns of 12%. Helped reduce volatility vs pure equity.
Multi-asset funds can help rebalance portfolios conveniently without tax impact.
Don't rely solely on multi-asset fund for asset allocation. Check if allocation meets your needs.

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8/5/2023

SMIN: Best ETF To Buy India For Long Term Growth (BATS:SMIN)

Main financial assets discussed: Emerging market stocks, Indian stocks, iShares MSCI India ETF (INDA), iShares MSCI India Small-Cap ETF (SMIN), WisdomTree India Earnings Fund ETF (EPI) Top 3 key points: 1. Emerging markets have outperformed all other global sectors, including the United States, since the late 1980s. 2. Emerging markets are currently undervalued compared to the U.S. market, making them an attractive investment opportunity. 3. India is a particularly promising emerging market due to its balanced economy, improving standards of living, and strong demographic advantages. Recommended actions: **Buy** India Small Caps (SMIN) ETF.

9/11/2023

Indian Equity Mutual Funds See Record Inflows in August, Favoring Small- and Mid-Caps

Inflows into India's equity mutual funds tripled in August, as investors showed a preference for small- and mid-cap funds on hopes of strong returns.

9/12/2023

Record $5.6 Trillion Piled Into Money Market Funds as Yields Hit 5%; Stock Rally Seen if Investors Put Cash to Work

Investors are flocking to money market funds as a safe alternative to buying stocks or bonds, with the record high net assets of these funds potentially fueling a year-end stock market rally, according to Bank of America.

10/2/2023

Stocks Tumble in Q3 as Rates Spike, But Value and Dividends Shine

Heading into the final months of 2023, the bullish sentiment in the stock market has faded due to a fresh sell-off, while the bond market is struggling and growth stocks are losing momentum. The outlook for the stock and bond markets is uncertain, and there are opportunities in undervalued equities and certain sectors such as financial services, basic materials, communication services, and consumer cyclicals. Mutual funds experienced a shift in performance, with growth funds struggling and value funds gaining momentum, while bond funds had mixed results. Many of the largest active funds outperformed index funds in the third quarter.

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Posted 9/17/2023, 6:44:53 PM