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

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

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, ...

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

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

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 ...

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

Allocation Balanced fund seekers may want to consider taking a look at BlackRock Global Allocation A (MDLOX). MDLOX bears a ...

CIBC Asset Management’s Caitlin Ebanks says in Canada’s ETF boom, advisors should focus on simplicity, scale and fees ...

Market jitters are a sign that investors are anxious about the state of the economy and that the stock market could be ...