From the tactical success of the Elever FactorShields Fund, which delivered 20% returns in FY25, to sharp views on the US-led macro shifts and sector rotation strategies, Aggarwal outlines how investors can align portfolios for stability and long-term alpha. Edited Excerpts –
ETMarkets Smart Talk | Fixed income remains relevant, but corporate bonds favoured: Joseph Thomas
Emkay Wealth Management suggests shifting focus to corporate bonds and credit risk funds for better yields as gilt fund rallies peak. The Indian market shows