asset allocation: ETMarkets Fund Manager Talk: Why does this portfolio manager think the traditional 60:40 asset allocation model will return?
After a year of rate-tightening, liquidity conditions may ease and interest rates may lower in 2024. Arindam Mandal, portfolio manager at Marcellus Investment Advisors, anticipates a return to the 60/40 asset allocation model for the average investor. For Indian investors, he recommends a 70% allocation to domestic equity and a 30% allocation to global equity.
Source: indiatimes.com