The Nifty IT index closed February about 20% lower, while the tech-heavy Nasdaq fell just 4% in the same month. Experts pointed to structural differences in the composition of the index as a reason for the divergent performance of ETFs benchmarked to the two indices.“The Nasdaq includes hardware, platform and product-led technology companies including AI […]
After the Liberation Madness of April 2025, I became increasingly defensive, although my asset allocation is not (yet) at the point where the rule of thumb would advise that your age should equal your fixed income. If that were the case, I would have 28% equities and 72% fixed income, and I’m not that conservative […]
But the markets are not standing still. Over time, some asset classes outperform while others lag behind. Stocks can rise sharply during a bull market. Bonds can stabilize the portfolio during recessions. As these returns increase at different rates, the asset mix begins to diverge from your original allocations. An 80% equity portfolio can quietly […]
Over the same period, stock markets have delivered returns well above historical averages, which may lead people to take on more risk than they normally would by reducing their bond holdings. If you look at that again, before taxes historical bond returnsThere have been some long periods where returns have been very poor, as you […]
India is clearly in its investment moment. With markets hitting record highs in November 2025, demat accounts crossed the Rs 20 crore mark for the first time in September 2025. Private participation in the financial markets is at a record high. But while Indian investors are actively buying stocks, one gap still stands out: global […]
However, that approach comes with compromises. Higher fees are a real problem as many alternative strategies rely on active management. Complexity is another. Finding ETFs that truly diversify returns rather than just repackage known risks isn’t easy. And even if the construction is good, a big gap remains. The portfolio is not designed to protect […]
However, that guide left out one important newcomer. Wealthsimple has since launched direct physical gold trading, and it came with a splash. The rollout included a promotional giveaway featuring a one-kilogram gold bar, 10 one-ounce coins and 50 one-tenth ounce coins for eligible customers who deposited money and completed a survey. The promotion ended on […]
India’s global investment footprint is expanding at a rapid pace, with investors now emerging from more than 145 cities across the country, bringing a new level of diversification and strategic intent to their portfolios. According to the report ‘How India Invests Globally – 2025’, published by Vested Finance, the total volume of investments from India […]
Chris Merrick, founder and owner of Merrick Financial, said there are a few different types of cash ETFs, but most of them basically involve taking positions in high-yield savings accounts at major banks. Others invest in low-risk debt securities such as bonds, also known as money market ETFs. He emphasized that cash ETFs offer the […]
In recent years, investors have increasingly realized that they have an important role to play in the fight against climate change. They have responded by avoiding companies with high emissions, investing in climate solution providers and supporting net-zero strategies. Many investors are now considering how they can contribute to the conservation of the world’s biodiversity. […]