How do seasoned portfolio managers separate fleeting luck from long-term outperformance? Madhushree Agarwal from Nedgroup Investments shares the tools and tactics behind their multi-asset, multi-fund strategies that span equities, bonds, real assets, and alternatives. Explore why fund manager consistency matters, the red flags they watch for, and how their latest tactical shifts (from backing European equities to high-yield US credit) are paying off.