No need to stagger investment; put in lump sum in some of the hybrid strategies: Lakshmi Iyer
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Lakshmi Iyer, CEO of Kotak Investment Advisors, suggests strategies for lump sum investments in equity and debt portfolios, emphasizing largecap skew in equity allocation. She discusses concerns about inflation, bond yields, and foreign investors anchoring bond yields. Iyer points out that after 20 years, the future price of copper is trading about $100 higher and the seasonality of food prices will continue to weigh on sentiments. She also mentions that the US jobs data indicates no sense of urgency to cut rates yet. Iyer advises investors to consider equity savings or balanced advantage strategies for augmenting fixed income returns and recommends having a skew towards largecap stocks in an equity portfolio. She expects bond yields to have a slight uptick in the near term but does not anticipate a massive selloff. Iyer suggests adding credit risk to fixed income portfolios and locking in opportunities for short-term investments. She also mentions the importance of rebalancing and reallocating strategies in the current market.

#Investment #Equity #Debt #Inflation #BondYields #Copper #FoodPrices #UsEconomy #FixedIncome #LargecapStocks #CreditRisk #Rebalancing

https://m.economictimes.com/markets/expert-view/no-need-to-stagger-investment-put-in-lump-sum-in-some-of-the-hybrid-strategies-lakshmi-iyer/articleshow/109151547.cms