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 ...

US stocks topped returns for the major asset classes in October, regaining the leadership position for the first time in five months, based on a set of ETFs. For year-to-date results, foreign stocks ...

U.S. stocks had a good year, but not as good as international equities.

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 ...

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

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

Wealth managers are eager to deploy model portfolios in their client accounts, thanks to models’ ready availability, transactional convenience, and the increasingly broad array of model offerings.

The recent bout of market turmoil has many investors on edge. Following President Trump’s tariff announcements in early April, the equity market suffered two of its biggest one-day losses since the ...

Domestic gold and silver ETF assets under management increased by more than 150 per cent, while global ETF flows turned decisively positive in the latter half of the year.

I recently wrote about how fund investors’ stake in US equity has drifted higher over the past decade. That increase owes mostly to US stocks’ standout returns over that period, rather than investors’ ...

Asset allocators in search of differentiated returns are turning a laser eye on asset-based finance, one of the most rapidly growing segments in the private credit markets. Asset-based private credit, ...

Stocks in emerging markets extended their rally in June, posting the strongest gain for the major asset classes last month, based on a set of ETFs. Year to date, foreign stocks in developed markets ...