Rebalancing Your Fixed Income Strategy: Key Insights on Gilt Funds, Dynamic Bonds, and More скачать в хорошем качестве

Rebalancing Your Fixed Income Strategy: Key Insights on Gilt Funds, Dynamic Bonds, and More

In this episode of Investors' Hangout, Dhirendra Kumar shares his expert insights on building and optimising your fixed-income portfolio, especially in uncertain times with inflation, interest rate cuts, and market volatility. Learn how to navigate the complexities of fixed-income investing with practical strategies like gilt funds, dynamic bond funds, and target maturity funds. Whether you're a conservative investor or planning for retirement, this video provides valuable guidance on how to achieve growth, income, and safety in your portfolio. Don't miss this comprehensive breakdown! Timestamps: 00:05 Introduction 00:22 How should investors approach fixed-income strategies during inflation, rising rates, and market volatility? 02:45 Why are individual investors in India more comfortable with fixed income than with index funds? 06:10 What should form the core of a fixed-income strategy in the current environment? 08:48 With rates rising, how can an investor benefit? 10:03 What are common mistakes fixed-income investors make, and how can they avoid them? 11:27 What's the best advice for investors building or rebalancing their fixed-income strategy now? 11:55 Viewers' Question 12:34 Closing 12:44 Key Takeaways: 1. Diversify Fixed Income: Even if you're equity-focused, incorporate fixed income for stability to manage inflation, rising rates, and market volatility. 2. Core Allocation Strategy: Invest primarily in short-term, high-quality corporate bond funds for stability. Avoid low-rated bonds with excessive risk. 3. Avoid Past Performance Trap: Don't chase recent bond fund performance. Rate hikes usually follow rate cuts, causing unexpected capital losses. 4. Prioritise Credit Quality: Choose fixed-income investments with proven credit quality and a solid record of managing duration risk. 5. Focus on Safety for Short-Term Needs: For short-term requirements, prioritise liquid funds, money market funds, or low-risk debt instruments to maintain stability and accessibility. 🍁 𝗔𝗯𝗼𝘂𝘁 𝗩𝗮𝗹𝘂𝗲 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 🍁 Welcome to Value Research, your go-to source for insightful investment guidance and financial planning. With over three decades of experience, we empower savers to make informed decisions through independent research, fund ratings, stock analyses, and mutual fund insights. Trusted by individual investors and industry leaders alike, our channel provides expert answers to common queries about mutual funds, stocks, tax-saving strategies, and more. Join us for in-depth analyses, practical advice, and top-tier investment recommendations to achieve your financial goals and secure your financial freedom. ✨ 𝗝𝗼𝗶𝗻 𝗩𝗮𝗹𝘂𝗲 𝗥𝗲𝘀𝗲𝗮𝗿𝗰𝗵 ✨    / @valueresearchvideo   Through First Page, Dhirendra Kumar reflects on pressing issues facing investors today and shares timeless advice to keep them on track. He is also the Editor of Mutual Fund Insight and Wealth Insight magazines. You can read all his columns here: https://www.valueresearchonline.com/s... 👉Subscribe to our हिंदी YouTube channel, Dhanak --    / @valueresearchhindi   👉Subscribe to our newsletter 📃: https://bit.ly/3GW0HGe 📩 👉Subscribe to our YouTube channel:    / @valueresearchvideo   🔔 👉Subscribe to our monthly magazines 🔖: https://bit.ly/3DWgAdS 👉 Investors' Hangout:    • Investors' Hangout   👉 Fund Focus:    • Fund Focus: Expert Insights on New Fund Of...   👉 ABCD of ETFs:    • ABCD OF ETFs   👉 Investment Acorns:    • Investment Acorns - Conversations with the...   Do you have an investment-related question? ➡️Post it on our 'Ask Value Research' page -- https://vro.in/askvr. You can use our Premium service https://vro.in/prem/ for exclusive analysis, guidance, and customised recommendations. If you are a beginner wondering how to invest in stocks or an experienced investor looking for a new source of investment ideas, visit Value Research Stock Advisor at https://www.valueresearchstocks.com/. It has everything you need to know about stocks. 🌐 𝗙𝗼𝗹𝗹𝗼𝘄 𝗨𝘀 𝗢𝗻 𝗢𝘁𝗵𝗲𝗿 𝘀𝗼𝗰𝗶𝗮𝗹 𝗠𝗲𝗱𝗶𝗮 📢: ➤ Website: https://www.valueresearchonline.com ➤ X: https://x.com/ValueResearch ➤ Facebook:   / valueresearch   ➤ Instagram:   / valueresearch   ➤ Spotify: https://open.spotify.com/show/5da8Mxc...    / @valueresearchvideo   #FixedIncomeInvesting #BondFunds #GiltFunds #TargetMaturityFunds #DynamicBonds #investmentstrategies #retirementplanning #InterestRateCuts #investmenttips #wealthmanagement #mutualfunds #financialfreedom #safeinvesting #capitalpreservation #dhirendrakumar #valueresearch #investorshangout Thanks for Watching - Rebalancing Your Fixed Income Strategy: Key Insights on Gilt Funds, Dynamic Bonds, and More