imageSunil JhaveriMSJ CapitalGurgaon
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  Please stop this mis-selling – NOW!
Mr. Bond takes up the dividend selling issue in equity oriented funds from where we left it at the recent WF conference. He lists 10 points that investors are most likely not aware of when they agree to invest in the dividend option of equity oriented funds instead of choosing SWPs for cash flow requirements. With hard data, he showcases how investors can earn more than 3X by simply opting for SWPs rather than dividend payouts.
29-Aug-2017

Say “NO” to buy-and-hold
Mister Bond shares an unequivocal message: say “no” to buy-and-hold, and say yes to discipline based rebalancing. As usual, he showcases hard data to support his claim that asset reallocation adds demonstrably more alpha into client portfolios than long term buy-and-hold strategies, and more interestingly, the gap in outperformance is only increasing over time.
30-May-2017
 

  Were you part of the herd or the wise few?
A year ago, accrual funds came under tremendous pressure due to credit downgrades in a couple of high profile names. Mister Bond counselled equanimity and patience even as media was busy writing an epitaph for accrual funds, prompting widespread advisor concern. A year down the road, Mister Bond presents hard data that showcases clearly the wisdom of taking a calm, objective and rational view rather than getting carried away by media hype.
03-May-2017

Best way to generate advisor alpha
In the 4th and concluding part of his series on equity advice, Sunil showcases how advisors can add that critical element of advisor alpha above the manager alpha that fund managers generate. A recurring theme across his equity series is the need for advisors to proactively track macros and valuations and take proactive rebalancing action in times of market extremes.
05-Apr-2017
 

  Mr. Bond’s data suggests likely equity returns over next 3 years
Continuing his new series of articles on equity investing, Mr. Bond draws an interesting observation from patters in 10 yr Sensex rolling returns and equity performance thereafter.
15-Mar-2017

Don’t fall for the “long term” argument
Don’t get swayed by “long term outlook” statements, equally don’t get swayed by just one valuation metric. Sunil suggests considering and regularly tracking three popularly available valuation metrics and how you can deliver much better investor performance for your clients by using them judiciously.
08-Mar-2017
 

  Mr. Bond’s 3 wise suggestions on equity fund selection
In this new series on equity investing, Sunil starts with the idea that knowing what not to do will help you win half the battle in selecting the right equity funds for your clients.
01-Mar-2017

An investment strategy to make money in 2017
Mr. Bond believes 2017, with all the domestic and global headwinds we are seeing now, could be another roller coaster year – which means being nimble with algo based asset allocation strategies can help you buy low and sell high and make money even if the market behaves like it did in 2016.
29-Dec-2016
 

  SIP Karo, Mast Raho is poor advice
Getting clients to commit to long term SIPs is only the first part of an advisor’s job says Mr. Bond. As the SIP corpus grows, proactively protecting the accumulated wealth is equally if not more important. Your client may “Fill It – Shut It – Forget It”, but you cannot afford to forget your role of wealth protection, especially during times of extreme market valuations
01-Nov-2016

Let’s stop selling schemes & start selling solutions
Mr. Bond has been a vocal supporter of a valuation sensitive approach towards equity investing, and the use of products that embed such strategies. He takes this thought forward in this piece, with a strong focus on how to use such products as need based solutions for a variety of needs from wealth creation to preservation to income generation.
02-Sep-2016
 

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