Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts.

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

Long-term expectations for the Global Market Index (GMI) remained steady at a 7%-plus pace for the annualized total return ...

With gold and silver prices soaring, experts recommend multi-asset allocation funds. These funds offer diversification across ...

Asset allocation is a very important part of creating and balancing your investment portfolio. After all, it is one of the ...

Subscribe to The St. Louis American‘s free weekly newsletter for critical stories, community voices, and insights that matter. Sign up Lewis Carroll, the author of Alice’s Adventures in Wonderland, ...

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.

According to the report, during the long bull market from 1982 to 2007 investment managers moved away from asset allocation, focusing instead on individual manager selection at the asset class level.

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 ...

Multi-asset allocation funds deliver strong returns in 2025 as gold and silver rally, AUM jumps 59%, and investors seek ...

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 ...

Discover optimal asset allocation strategies for incorporating cryptocurrency into your portfolio, balancing high-growth ...