Individuals aged 26-35 exhibit the highest intention to invest in health and life insurance, fixed deposits and mutual funds in the next year, indicating a proactive approach towards financial planning. This was revealed in a study titled ICICI Lombard’s report on emerging trends in health insurance with focus on taxation benefit. At the same time,
The fixed-income investment realm offers investors a variety of options, including bonds, debt mutual funds, and now, Non-Convertible Debenture (NCD) IPOs. Investors must understand NCD IPOs and how they differ from equity IPOs. Non-Convertible Debenture (NCD) IPOs NCDs are corporate debt instruments similar to bonds, but unlike bonds, they cannot be converted into equity shares.
Mutual Funds vs bank deposits: A change in how consumers view money, shifting from saving to investing, is tightening the availability of funds in banks. The shift from saving to investing among consumers is reducing the amount of available money in banks, as more people are choosing mutual funds over traditional savings accounts. Adhil Shetty,
The Federal Reserve’s pushback on expectations for interest-rate cuts over the past two weeks has investors closing watching inflation data and piling more cash into money-market funds. Investors stashed a record $6.48 trillion away in U.S. money-market funds through the end of January, with the balance growing as euphoria in December over a Fed policy
The dynamics of index funds have changed significantly in the last few years in India. With the proliferation of awareness initiatives and the introduction of innovative benchmark schemes by mutual fund houses, investors are exploring this universe with active interest. Simply put, index funds replicate a stock market index in terms of a portfolio. For
Published: Feb. 2, 2024 at 4:25 p.m. ET Don’t miss these top money and investing features: Investing news and trends Tesla’s stock had its worst month in a year, but Cathie Wood’s ETFs kept buying The ARK Innovation and ARK Net Generation exchange-traded funds bought more than $150 million in Tesla shares in January. Read
Commission-based “load” mutual funds and the financial advisors who still sell them seem passé, like riding a horse and buggy to reach your investment goal instead of a zippy new exchange-traded fund. Yet there are excellent load funds run by top fund managers at big shops. Of the 10 largest mutual fund families, six have
Looking back at 2023, it’s clear that the stock market was dominated by tech — but not just by the tech sector in general. It was dominated by seven specific tech companies. The “Magnificent Seven” — Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla — made up 76% of the S&P 500’s gains last year.
Every year, it seems, is a stockpicker’s market. But BofA Securities is upping the ante, saying 2024 could be a “stockpicker’s paradise.” One of the big questions for investors this year is whether we will see broader participation in the stock market, across most sectors, not just Big Tech. The so-called Magnificent Seven—a group of
These mutual-fund and ETF investing tips keep your portfolio in the game
Published: Feb. 8, 2024 at 6:05 p.m. ET Don’t miss these top money and investing features: . INVESTING NEWS & TRENDS This fund manager stopped worrying about economics. Now he is outperforming the stock market. A change in strategy has helped transform the GoodHaven Fund from a long-term underperformer into an outperformer since the end