UK pension schemes are not the most active of asset allocators. While some institutional investors are constantly adjusting their asset allocations in the hope of improving performance or reducing ...

We advocate a fixed but dynamic allocation of 70% stocks, 20% bonds, and 10% gold, adjusting based on sentiment indicators. Currently, we hold 50% stocks, 10% bonds, and 40% in money market due to ...

Asset allocation is a very important part of creating and balancing your investment portfolio. After all, it is one of the ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. One of the most common questions in investing is regarding the right asset ...

High stock valuations suggest very low returns over the next decade, necessitating a shift from "buy and hold" to dynamic asset allocation. Dynamic Asset Allocation involves a mix of stocks, bonds, ...

If equity, debt, and gold all underperform together during severe market stress, diversification benefits for multi -asset ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Retirement becomes a hot topic for Gen X-ers as they enter their 50s. We discuss how to ...

Asset allocation may have fallen out of favour prior to the GFC, but it is now critical to investment returns. That is the key finding of a new report from AMP Capital, which examines how financial ...

In the diverse universe of mutual funds, understanding the distinction between various hybrid categories is crucial to making informed decisions. Two popular choices for investors seeking a balanced ...

Most investors begin their journeys with simple choices: an equity fund for growth, a debt fund for stability. It works for a while, until the market turns unpredictable — the months when equity ...

Fund is first to offer a GMO Asset Allocation strategy in ETF vehicle BOSTON--(BUSINESS WIRE)-- GMO, a global investment manager known for its long-term, valuation-oriented strategies, today announced ...