One of the keys to a well-rounded portfolio is diversification through different asset classes. Each class has its own unique characteristics and risk-return profile, and knowing the right mix can ...

Fifty years ago more people would have expected their future selves to have a flying car parked in their driveway than they would have envisioned private assets included in institutional investors' ...

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

How many asset classes are there? An asset class is a group of investments with similar financial characteristics. As a result, they react similarly to market events. Asset classes are the building ...

We first reviewed asset class performance so far in 2023. Many of this year's big winners were big losers in 2022, but many of 2022's big losers continue to underperform in 2023. The only three asset ...

When building an investment portfolio, one of the most important decisions is how to balance real assets and financial assets. Each plays a distinct role: Financial assets like stocks and bonds offer ...

While the winners among asset classes keep rotating every year, the absence of any such pattern over the past 10 years reinforces the importance of asset allocation in building a balanced portfolio.

The Global Market Index (GMI) remains on track to generate a 7%-plus annualized total return for the long-run outlook, based on data through October. This estimate of future performance has been ...

Editor’s note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it. Correlations often tend to increase during periods of market stress, making ...

An asset constitutes anything that holds monetary value, whether current or future, to a person or organization. Businesses, ...