ETMarkets Fund Manager Talk: Why does this portfolio manager think the traditional 60:40 asset allocation model will return?
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Arindam Mandal, portfolio manager at Marcellus Investment Advisors, anticipates a return to the 60/40 asset allocation model for the average investor. For Indian investors, he recommends a 70% allocation to domestic equity and a 30% allocation to global equity. Mandal believes that after a year of rate-tightening, liquidity conditions may ease and interest rates may lower in 2024, leading to a return to the traditional asset allocation model. He also highlights the importance of striking a balance between local opportunities and exposure to international markets.

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https://m.economictimes.com/markets/expert-view/etmarkets-fund-manager-talk-why-does-this-portfolio-manager-think-the-traditional-6040-asset-allocation-model-will-return/articleshow/107888955.cms