The appetite for risk has taken a hit in recent weeks, although the worst of the selling has, so far, been contained to US stocks, on a year-to-date basis. The relative strength in markets outside the ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. One of the most common questions in investing is regarding the right asset ...

Ray Dalio’s All-Weather Portfolio may be losing its edge as bonds falter. Click here to read my full analysis.

For too long, the industry has been outsourcing asset allocation decisions to the risk score. This approach often results in portfolios that are disconnected from actual client goals and are ...

Elizabeth Moran looks at the broad risk-and-return characteristics of three investment classes: cash, bonds and equities in the Australian market between October 1989 and January 2012. Understanding ...

Select Asset Management’s Dominic McCormick says it’s time to reduce reliance on simplistic risk categories in asset allocation. The investment industry has long become conditioned to the view that ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration's tariff policies sent many stock market indexes into ...

The investment seeks total return. The investment objective of the fund is to seek to achieve total return primarily by managing allocations among a broad range of asset classes, and secondarily by ...