Stock markets got a much-needed head start as inflation in the U.S. appeared to tone down.
Sentiments seem to have improved, as risky assets are surging significantly.
In the first two weeks of 2023, tech-laden NASDAQ is up 6.6%, while Bitcoin – the dominant cryptocurrency – has returned an astounding 27%!
Investors now want to know whether it is the right time to set target provisions for different asset classes and rebalance their portfolio, a technique known as asset allocation.
Join our upcoming webinar, wherein our global market expert, Yogesh Khairajani, will discuss possible asset allocation strategies in 2023 and the associated risks.
Factors that influence asset allocation strategy
Will the tables turn for a 60/40 portfolio this year? What about a 70/30?
How often should you rebalance your investment portfolio?
Are Municipal Bonds worth a look during rate hikes?
How to diversify your portfolio while investing in 2023?
How to manage risk amid recession warnings?
Global Market Strategist – Century Financial
Yogesh is a qualified investment professional with over a decade of expertise in Capital Markets, holding the Investment Advice Diploma (IAD) from CISI*, a certification in Fintech from HarvardX, and a Certificate in Climate Risk from Chartered Banker. He also completed The Wharton School's Certified Investment Management Analyst Program and has a degree in Business Administration from the Institute of Management Sciences.
His professional certifications from The Chartered Institute for Securities & Investment (CISI) include:
Investment Advice Diploma (3 modules) - UK Regulation & Professional Integrity, Derivatives, Investment Risk and Taxation, Risk in Financial Services, International Certificate in Wealth and Investment Management, International Introduction to Securities and Investment, UAE Financial Rules and Regulations, and Investment Operations Certificate.
*Disclaimer: This webinar (training) by Century Financial Consultancy LLC (“CFC”) is intended for general information & education purposes only. It should not be construed as an offer, recommendation or solicitation to purchase or dispose of any securities/financial instruments or to enter in any transaction or adopt any hedging, trading or investment strategy. Any information provided in the training shall not form the basis of any contract or commitment whatsoever.
The material provided in the training should also not be considered legal, regulatory, credit, tax or accounting advice. Anyone proposing to rely on or use any information provided by the trainer should independently verify and check the accuracy, completeness, reliability and suitability of the information and should obtain independent and specific advice from professionals or experts regarding the provided information.
Although CFC believes the information provided to be reliable, however no representation is made as to the accuracy or completeness of the content. Neither CFC, its directors, officers, employees, agents, shareholders, nor third party information providers, their directors, officers, employees, agents, shareholders, accept any liability for damages or loss of any nature whatsoever, be they direct or indirect, arising from the use of or reliance on the publication and the recommended product.
CFC does not endorse or offer opinion on any discussions held, the views expressed, or any training methodologies used by the trainer. Any trading insight or strategies do not guarantee any return and CFC is not responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information provided in the training.
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