Practitioners' Insights: Rules-Based Asset Allocation | Ashutosh Bhargava

Introduction of the speaker and overview of the webinar topics: asset allocation and rule-based concepts.

Introduction of the speaker, Ashutosh Margekar, a fund manager with expertise in equity research.

Discussion on the importance of asset allocation in investing, emphasizing the impact of asset location.

Explanation of market trends, including the unpredictability of short-term market movements.

Discussion on the challenges of behavioral finance and emotional decision-making in investing.

Explanation of the difficulties in macro investing and the impact of factors like interest rates and inflation.

Explanation of technical parameters in asset allocation, including valuation and interest rate impact.

Discussing a multi-disciplinary approach to asset allocation with factors like valuation, momentum, and sentiment indicators.

Highlighting the influence of global markets on asset allocation strategies, focusing on factors like the dollar index and commodities.

Exploration of different investment strategies and factors to consider in asset allocation decisions.

Explanation of the momentum factor in asset allocation and its significance in investment decisions.

Comparison of static and dynamic asset allocation models and their advantages and disadvantages.

Discusses the legendary figures and demigods in the world of investments, highlighting the importance of research affiliates and simulation tools like Rafi for asset performance.

Emphasizes the need for customization in the Indian market, particularly in equity and fixed income markets, mentioning the uniqueness of India's market conditions.

Provides recommendations for websites like AQR Research Affiliates, FTS SC, and BlackRock, along with book suggestions like 'Wall Street' by Jim O'Shaughnessy for creating personalized investment strategies.

Encourages viewers to create their own investment strategies by combining insights from various sources like books and websites, highlighting the creativity and fun in developing unique approaches to investing.

Wraps up the webinar presentation, thanks the speaker Ashitosh for insights, reminds attendees not to plagiarize the information shared, and teases an upcoming webinar on CIO's insights with details to be shared in the chat.