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 ...

NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Research Affiliates, LLC, an investment advisor and global leader in smart beta and enhanced indexing, quantitative active equity, and multi-asset products, ...

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

According to Rakesh Jhunjhunwala, nearly 60% of an investor’s long-term returns come from getting asset allocation right, ...

Take a Financial Advisor Quiz. Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments ...

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

Adaptive Asset Allocation (AAA) offers a dynamic, rules-based portfolio strategy designed to deliver steady returns while minimizing downside risk. AAA stands out for ...

No matter the stage of investment journey, the biggest advantage of asset allocation ETFs comes from removing much of the ...

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

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

Tim Sanderson puts the traditional asset allocation approach head to head with the bucket strategy, with some surprising results. When advising a client to commence an account based pension, many ...