Nishanth Vasudevan August 04, 2025
ET ANALYSIS Mumbai: The 60:40 or 70:30 equity: bond allocation-among the most widely recommended and followed portfolio models these days-has been the most effective, lucrative risk-adjusted investment strategy in the past decade or more. But what began as a sensible investment philosophy years ago in an era of cheap money and low bond yields may have ossified into lazy consensus, overlooking simmering risks such as rich share valuations,
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