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

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 ...

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

Rio de Janeiro, BrazilVelthorne Asset Management today released a new institutional strategy paper examining how ...

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

Investing in stocks is one of the greatest ways to build long-term wealth available to ordinary Americans. Despite the long-term benefits, stock investing carries several risks that make it a bad idea ...

Conventional wisdom holds that financial advisors add value through security selection and asset allocation. Post-Great Recession, though, things are changing very quickly. Today, after completing all ...

Allocation Strategy provides institutional investors with analytics to improve asset allocation, supporting portfolio ...

Rio de Janeiro, BrazilIn light of recent volatility in global markets, Arthur Kingsmere, Global Head of Insurance Asset ...

Asset allocation balances risk by mixing investment types to optimize returns and stability. Diversified portfolios, even with different investments, perform similarly if their asset mix is the same.