When it comes to investing, one of the key principles that financial advisors and experts emphasize is the importance of asset allocation. Asset allocation refers to how an investor divides their ...

Capital market assumptions (CMAs) are crucial for guiding long-term investment strategies and help investors make informed ...

DeloriEs Jones, senior vice-president of sales and marketing at JN Fund Managers, is encouraging investors to use the new ...

Debt instruments, in contrast, bring stability and predictability to a portfolio. They offer consistent returns and act as a ...

A diversified portfolio reduces the impact of recency bias because the strategic or long-term asset allocation is based on long-term risk/return estimates. Another benefit in terms of behaviour ...

Here is a less punchy suggestion: “A diversified portfolio ... The idea of diversifying across asset classes as well as geographies—via the classic 60/40 portfolio of stocks and bonds, for ...

Real estate and infrastructure investments are another avenue for capital preservation. Infrastructure assets, in particular, generate steady cash flows through long-term, index-linked contracts or ...

Hence, it is no surprise that investment managers are expecting a volatile year for 2025. Amid the volatility, the street is ...

ICICI Pru CIO S Naren urged investors to protect gains made over the last five years, warning that mid- and small-cap stocks ...

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?