Author: Charlotte

  “Until recently, an AMC could offer either a balanced hybrid fund or an aggressive hybrid fund, but not both. Most fund houses opted for the latter. Under Sebi’s revised framework, AMCs can now offer both categories, subject to prescribed limits on portfolio overlap. This has prompted several fund houses to launch balanced hybrid schemes for the first time,” says Ranjit Bhatia, head of investment risk and product strategy at WhiteOak Capital.   A balanced hybrid fund must invest 40–60 per cent of its portfolio in equity and 40–60 per cent in debt. It cannot allocate to arbitrage.…

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Hosted in collaboration with the Ministry of Finance, Planning and Economic Development of Uganda. View the presentation slides from this event This event marked the launch of the report, The macroeconomic case for investing in climate adaptation, that provides a ground-breaking synthesis of nearly 300 studies and more than 6,000 estimates of the economic and fiscal consequences of climate change and returns to adaptation investment. The report includes case studies from leading countries such as Brazil, UK, Rwanda, Nigeria, Bangladesh, and Kenya. During the event, the speakers discussed how the macroeconomic and fiscal consequences of climate impacts are already significant, growing, and…

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19h10 ▪ 6 min read ▪ by Mikaia A. Summarize this article with:ChatGPTPerplexityGrok Since early August, the market has moved within a narrow range, without direction. Bitcoin oscillates between 63,500 and 65,000 dollars, while data signals a slowdown in sales. Glassnode now observes signs of exhaustion among sellers, a phenomenon often associated with the final stages of a correction. However, the company remains cautious and does not yet confirm the formation of a lasting bottom. Between price stability and still-present institutional demand, the market is now waiting for a clearer signal. In Brief Glassnode observes a seller exhaustion around 64,000…

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Vestmark, a leading provider of wealth management technology and services, has been named by Vanguard to support Vanguard Custom Model Portfolios, a new offering aimed at registered investment advisors (RIAs).Under the arrangement, Vestmark will supply the trading, tax-management and advisor-service infrastructure needed to help wealth managers implement more tailored portfolios for clients while operating at scale.Vanguard Custom Model Portfolios give advisors the ability to adjust certain Vanguard multi-asset and single-asset-class models so they better reflect individual client needs around investment products, asset classes and management approach, all while preserving Vanguard’s low-cost, disciplined investment philosophy.Vestmark’s platform is built to handle open-architecture…

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The Guardians just finished up a series in early July battling for first place with the Chicago White Sox. Barring anything catastrophic (one could argue the catastrophic already happened when Jose Ramirez, Angel Martinez and Chase DeLauter were all injured in the first five innings of a game on June 13 — but at least none of them were ineligible to play due to gambling allegations), the Guardians should be buyers at the Aug. 3 trade deadline. No, the Guardians shouldn’t accept the returns of Ramirez and Martinez as “additions” because their offense struggled when they were healthy. That also…

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Navi Mutual Fund has launched a new investor awareness campaign focused on index fund investing, using humour and relatable everyday situations to make conversations around investing simpler and more accessible for young Indians. With investing becoming increasingly mainstream, financial discussions are extending beyond traditional expert circles. Navi Mutual Fund’s latest campaign aims to demystify index funds by placing investment conversations in familiar social settings and showing how financial concepts can become part of everyday interactions. The campaign features two digital films, “The Akhada Film” and “The Date Film.” The Akhada Film follows…

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