An asset allocation fund diversifies investment portfolios across multiple asset classes like stocks, bonds, and cash. Learn ...

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

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 ...

We are living in times marked by simmering geopolitical tensions – be it the ongoing Russia-Ukraine war, tensions in the ...

Cierra Murry is an expert in banking, credit cards, investing, loans, mortgages, and real estate. She is a banking consultant, loan signing agent, and arbitrator with more than 15 years of experience ...

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 ...

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

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 ...

What are multi-asset allocation funds? Multi-asset allocation funds are hybrid mutual funds that invest in at least three ...

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

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...

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