Picture a client who holds a long-duration gilt fund in their portfolio, expecting that if interest rates fall by 1%, their fund value will rise by a predictable, linear percentage. When the market moves, they are often...
A common dilemma for wealth advisors occurs when a client compares a conservative liquid fund with a credit risk-oriented Specialized Investment Fund strategy. The client notices that the credit risk strategy offers a...
Consider a scenario where your client, an HNI invested in a medium-duration mutual fund, calls to ask why their portfolio NAV has suddenly corrected despite no change in the fund's credit quality. You know that as...