An asset allocation fund diversifies investment portfolios across multiple asset classes like stocks, bonds, and cash. Learn ...
AAC continues to see opportunity in growth and risk assets over the medium term, even as elevated risks and increasingly ...
Ray Dalio’s All-Weather Portfolio may be losing its edge as bonds falter. Click here to read my full analysis.
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 ...
A hybrid mutual fund that dynamically allocates assets between debt (fixed-income instruments) and equity (stocks) in response to market conditions is referred to as a Balanced Advantage Fund (BAF).
Rio de Janeiro, BrazilVelthorne Asset Management today released a new institutional strategy paper examining how ...
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 ...
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, ...
The Associated Press on MSN

Asset allocation when you have enough

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?
Multi-asset allocation funds have delivered strong returns over the past year by smartly diversifying across equities, debt ...
Allocation Strategy provides institutional investors with analytics to improve asset allocation, supporting portfolio ...
Tapping into the thriving ETF market to drive product diversification HONG KONG SAR - Media OutReach Newswire - 28 January 2026 - Taikang Asset Management (Hong Kong) ...