Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts.

By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long ...

Global markets endured a volatile run in 2025, but when the last trades closed on Dec. 31, all the major asset classes posted ...

Multi-asset allocation funds deliver strong returns in 2025 as gold and silver rally, AUM jumps 59%, and investors seek ...

Investors should combine low-correlated asset classes, such as equity and debt, to balance growth and stability ...

Discover optimal asset allocation strategies for incorporating cryptocurrency into your portfolio, balancing high-growth ...

With gold and silver prices soaring, experts recommend multi-asset allocation funds. These funds offer diversification across ...

In the aftermath of the credit crisis, diversification has come under the microscope. Portfolios that were traditionally considered diversified could not withstand the global reach of the crisis and ...

The following is an excerpt from Christine Benz’s recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast. Christine Benz: Moving over to talk about asset allocation. This is ...

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 ...

The following is part of our 21 Days to Improve Your Financial Life special report. Like so many aspects of investing, the precisely right asset allocation--the mix of stocks and bonds that delivers ...

There’s a broad range of assets out there that you can invest in. And while they’re largely different, many of them fall into specific asset classes. An asset class is a category or grouping of ...