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

By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long ...

Individual investors’ allocations to stocks decreased while bond allocations increased and cash allocations were unchanged in ...

A thoughtful allocation strategy requires adjusting the equal-weight baseline based on four key considerations.

Photo by Gao Erqiang/China Daily] China's A-share market has opened 2026 on a positive note. Record turnover, buoyant sentiment and a s ...

The starting point is diversification. Larimore's recommended portfolio holds three Vanguard index funds: For this initial exercise, I assume that the collective portfolio is equally weighted, such ...

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

Many people focus on asset allocation with their investments but forget asset location. While they might sound similar, they serve distinct purposes for a well-rounded investment and tax planning ...

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

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

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 ...

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 ...