Global markets navigated a complex first half of 2025, marked by shifting trends and uncertainties. Returns were broadly ...

The climate transition is scheduled to require significant capital expenditure, with private equity being an important ...

The report, authored by Indrani De and Zhaoyi Yang, identifies six key investment themes, including increased volatility, the ...

India has had a predictable policy regime under Mr. Modi’s leadership, which supports investment and deal activity, and it ...

REITs are positioned for accelerating earnings growth in 2026-2027, with management teams expressing increased optimism ...

While it is tempting to conclude that this backdrop implies ‘more of the same’ for US equities, we expect today’s backdrop to ...

Wide valuation gaps between the popular and unpopular offer extremely good prospects for those prepared to avoid the crowds.

New mutual fund launches continued to rise in June, but investor enthusiasm failed to keep pace. Market volatility, high ...

The momentum fund is an open-ended equity scheme following a momentum theme and is benchmarked against the Nifty 500 TRI.

The Motilal Oswal Flexi Cap Fund targets a mix of quality and growth stocks, employing a proprietary QGLP framework. The fund ...

Assets like gold and crypto were big winners in the first half of 2025, but remain powerful portfolio diversifiers despite ...

Effective asset allocation requires continuous management, balancing equity, debt, and gold while understanding market cycles. Diversifying across these asset classes minimizes risks and enhances ...