The starting point is diversification. Larimore's recommended portfolio holds three Vanguard index funds: For this initial exercise, I assume that the collective portfolio is equally weighted, such ...

An asset allocation fund diversifies investment portfolios across multiple asset classes like stocks, bonds, and cash. Learn ...

Velthorne Asset Management today released a new institutional strategy paper examining how private capital markets may ...

Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts. Smaller firms often rely on borrowing to fuel growth. Lower financing ...

Targeting the highest-yielding asset classes can leave investors exposed to significant market risk. Here are tips to ...

Diversification has become one of key factors in asset allocation and replaced growth as the primary driver, according to a Schroders survey into Australian brokers and their asset allocation views.

AAC continues to see opportunity in growth and risk assets over the medium term, even as elevated risks and increasingly ...

Since early 2022, U.S. equities have experienced negative monthly returns in 17 separate months. Bonds declined in all but three of them. This pattern has led many investors and advisors to question ...

Asset allocation matters more than stock picks and diversification works only when assets hold up differently under stress, not just in bull markets, say experts ...

Asset allocation is typically sold as a simple stocks-versus-bonds split, but there is much more to it than that if you want an effective result. Bhanu Singh points to a whole series of decisions to ...

What constitutes a diversified portfolio? The general answer, according to conventional wisdom in the investment industry, is that diversified portfolios contain enough different securities to avoid ...

Multi-asset allocation funds have delivered strong returns over the past year by smartly diversifying across equities, debt ...