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 ...

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

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

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 ...

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, ...

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 ...

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

Erika Murphy is a portfolio manager in the Global Institutional Solutions (GIS) group at Fidelity Investments. In her role, she designs and manages custom multi-asset class mandates for institutional ...

Multi-asset allocation funds, heavily weighted towards gold and silver, witnessed a significant 40% surge in December inflows. This rise suggests a growing investor preference for diversified, ...

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

Investing solely in the S&P 500 may work for young investors, but it won't provide diversification for retirement security. Overlapping holdings in different funds can result in redundancy rather than ...