Exposure to true growth investments are becoming scarce. Given longevity risk, volatility becomes less of an issue and investors should be cognisant of the return needed to keep pace with their end objectives. Understanding the impact of low prospective returns and lack of diversification traditionally provided by bonds on an investor’s portfolio will be crucial. We believe exposure to selective growth investments in an investment portfolio will become increasingly critical as these allocations will drive the bulk of the returns going forward and help achieve the end objective of sustaining wealth. This paper looks at how Indian equities can spice up your portfolio.
7 November 2018; Ray Dalio, Founder, Co-Chief Investment Officer & Co-Chairman, Bridgewater Associates on the Forum Stage during day two of Web Summit 2018 at the Altice Arena in Lisbon, Portugal. Photo by Harry Murphy/Web Summit via Sportsfile