15/02/2025
“Designing a macro-driven portfolio from a multi-asset perspective”
Expressing all my gratitude to th GD Goenka University for inviting me to speak on portfolio management for their BBA & MBA students.
It was indeed a great session where we tried to touch base on:
➡️ Global asset classes including equity, fixed income & alternatives.
➡️ Analysis of the global developed & emerging markets.
➡️ Talk on Yield curve, US dollar, currency & GDP.
➡️Financial metrics PE, PB, PEG, EV/EBITDA. CFO/PAT etc.
➡️ EIC framework
➡️ Brinson’s model & breaking down alpha with the FAMA & FRENCH model.
➡️ Tactical & strategic bets in portfolio.
➡️ Complex instruments like crossover credit & private debt.