JM Financial Mutual Fund has launched the JM Multi Asset Allocation Fund, aiming to provide long-term capital appreciation ...

Explore Bill Bengen’s 7 key asset classes for smart portfolio construction—stocks, bonds, T-bills, and international exposure ...

"Equities are by far the best asset class for investors seeking higher returns. From 2008 to 2022, U.S. large-cap equities ...

Market regimes change, and asset allocation must evolve with them. Structural forces are redefining the investment landscape.

Managing risk through asset allocation instead has its advantages, especially for older investors nearing retirement.

The following is an excerpt from Christine Benz’s recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast. Christine Benz: Moving over to talk about asset allocation. This is ...

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 ...

Tactical asset allocation funds typically shift between asset classes in an attempt to benefit from shorter-term changes in market trends. The appeal behind these strategies is obvious: Every once in ...

The OCIO Solutions team at State Street Global Advisors (SSGA) manages over $150 billion in discretionary assets for their clients, making them one of the largest outsourced investment providers ...

The underlying portfolio is strategically allocated with approximately 70 percent invested in diversified global equities, 20 ...

There’s a broad range of assets out there that you can invest in. And while they’re largely different, many of them fall into specific asset classes. An asset class is a category or grouping of ...