Mega Webinar: Overcome Short Term Downside Risk with a Long Term Portfolio

Watch our mega webinar to know how to Overcome Short Term Downside Risk with a Long Term Portfolio. conducted on May 27th 2022 .

Our esteemed speakers Chirag Mehta (CIO- Quantum MF), Sorbh Gupta (Fund Manager – Equity, Quantum MF) Pankaj Pathak (Fund Manager – Fixed Income, Quantum MF) and Ghazal Jain (Associate – Fund Manager – Alternative Investment) discuss on how you can overcome short-term downside risk with a long-term portfolio .

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Time Stamps
00:00 Introduction
02:35 Chirag talking about uncertainty is emanating from some factors
03:55 Inflation is no more transitory
04:50 Inflation - Supply led but getting board based
07:23 India – Rate hikes could be gradual than US
09:40 Robust tax collection help government to continue public capex
10:13 Higher global interest rate have impact on near term
11:19 Risks to the Recovery
12:45 Assert Allocation Strategy with 12-20-80 to diversify your investment
14:35 Pankaj talking about how broad market drivers for fixed income
19:40 Bonds will be less sensitive to actual Rate hikes and how they are moved up
25:43 Improved outlook for liquid funds
25:58 Ghazal talking about Portfolio Diversify block of Gold
28:10 Real yields to determine golds trajectory
33:55 Gold as a portfolio diversifier
37:41 Sorbh talking about how the corporate profitability and valuation is moving?
43:00 India is an attractive destination for long term investors
45:44 15% of allocation should be towards Quantum Long Term Equity Value Fund
52:05 Chirag talks about Quantum ESG Equity Funds
59:20 Bulk of your allocation should go to Quantum Equity Fund of Fund
1:07:54 Q&A Session Starts

[ranjitmohite]

Can we get yesterday's loksatta arth shala webinar recording video