Asset allocation refers to how you divide up your money among different assets, such as stocks, bonds and cash. Most investors follow a long-term approach called strategic asset allocation, which ...

UK pension schemes are not the most active of asset allocators. While some institutional investors are constantly adjusting their asset allocations in the hope of improving performance or reducing ...

For many, this is an obvious no brainer, but it involves much more than simply shifting into cash, bonds or gold. What if you don’t want to exit stocks entirely? Then you may need what money managers ...

All investments involve some degree of risk–the possibility of incurring a financial loss. As investment risk rises, typically so do returns because investors seek greater returns to compensate for ...

Drawdown measures the decline in an asset's value from its peak to its lowest point over a specific period. (Image: Pixabay) Volatility is the lifeblood of financial markets. It creates profit ...

1 Asset Allocation Blend Index consists of 60% MSCI All Country World Index and 40% Bloomberg U.S. Aggregate Bond Index. The MSCI All Country World Index is calculated net of foreign tax withholdings.

At the same time developed markets have been generating policy and macro noise, emerging markets have been quietly ...

Zenith Investment Partners believes many advisers practice tactical asset allocation (TAA) in the management of their clients’ portfolios despite evidence to suggest that little value is added. Many ...

In this role, Wilke will lead a team of analysts conducting the global macroeconomic research that drives NTAM’s investment views on market-moving factors including growth, inflation, and economic ...

Fool Me Once Tactical-allocation funds--investments that readily adjust their asset mixes in response to current market conditions--are a sucker's play. Such funds garner assets after a stock market ...

In recent weeks, we’ve written several articles about how a strategy of doing nothing—eschewing trading and letting investments ride—would have fared. To sum up, we found a do-nothing strategy would ...

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