We continue to expect a weaker U.S. dollar and remain overweight commodities, including exposure to gold as a hedge against ...

The easiest asset allocation rule is a quick calculation that helps determine how much of your portfolio is in stocks or in ...

Discover how an Investment Policy Statement (IPS) guides financial decisions by outlining goals and strategies between clients and advisors. Learn its essential components.

Founder, Dhiraa Skilldev Foundation, added: Retail Investors often ask us which asset will perform best next year. Our answer ...

Morgan Stanley will launch a crypto allocation strategy for client portfolios, with E*Trade adding BTC, ETH, and SOL trading in 2026.

Multi-asset allocation funds invest in a number of traditional equity and fixed income strategies, index-tracking funds, ...

Investors are caught in an ongoing debate about whether asset allocation should remain static or adapt to changing market conditions. Adaptive Asset Allocation (AAA) can be broadly categorized into ...

“We found that target-date funds with significantly different asset allocations deliver similar retirement savings outcomes up to age 85. And as the target-date industry matures, we see an increase in ...

CalPERS in March may change its 14-month-old asset allocation to increase its allocation to private markets and decrease its allocation to equities and fixed income, according to a staff presentation ...

The yearly purchase of gold on Diwali addresses your asset allocation needs while fulfilling traditional desires.

Balanced advantage funds invest in a mix of stocks, debt, and arbitrage opportunities. These funds decide their equity ...

As of this writing, the S&P 500 has returned more than 14% year-to-date, while the more conservative Aggregate Bond Index has ...