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 ...

Investors should combine low-correlated asset classes, such as equity and debt, to balance growth and stability ...

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

We are living in times marked by simmering geopolitical tensions – be it the ongoing Russia-Ukraine war, tensions in the ...

With gold and silver prices soaring, experts recommend multi-asset allocation funds. These funds offer diversification across various asset classes, reducing risk while providing robust returns.

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

Due to endowments and foundations aggressive return objectives, they often are significantly exposed to equity market volatility. Endowments and foundations (E&Fs) may wish to mitigate portfolio ...

Cierra Murry is an expert in banking, credit cards, investing, loans, mortgages, and real estate. She is a banking consultant, loan signing agent, and arbitrator with more than 15 years of experience ...

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

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

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...