Cut exposure to crowded midcap trades, buy more largecaps: 360 ONE's Raghav Iyengar

Raghav Iyengar of 360 ONE Asset suggests tactical adjustments for investors. He recommends reducing midcap exposure and increasing investment in high-quality largecaps. HNIs and UHNIs are showing interest in REITs and InvITs for stable income. Family offices are exploring private credit and structured debt. Investors are diversifying into global markets and real assets.