The long-run expected return for the Global Market Index remained above 7% for a third straight month in January, ticking ...

We find that the Digital Assets Bitcoin and Ethereum show variable correlation of return coefficients with traditional assets ...

Diversification has several benefits for you as an investor, but one of the largest is that it can actually improve your ...

This practice prevents overexposure to volatile asset classes and reduces the impact of market fluctuations. Sequence of return risk poses a significant threat to retirees’ financial security ...

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 ...

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 ...

Most investors regard fixed-income investments as a lower risk due to their interest return and low liquidity. Assets in this class come in the form of bonds and exchange-traded funds (ETFs).

The team leaned into more expensive US equities while cutting emerging-markets stocks in 2021, driven by risk and return correlations between asset classes added to the portfolio’s tilts in 2020.