Global macroeconomic uncertainty has risen again, and discussions about a new financial crisis have returned to the core of ...

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

Fears of tariff-related slowdown and renewed inflation proved misplaced, as growth surprised to the upside and inflation ...

Tim Sanderson puts the traditional asset allocation approach head to head with the bucket strategy, with some surprising results. When advising a client to commence an account based pension, many ...

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

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

Of course, when markets become narrow, you go broad. In other words, even though a depreciating rupee boosted global returns ...

"The most important aspect for retail investors is to continue with asset allocation discipline, maintain a long-term ...

Asset management firms are realigning their RIA engagement strategies, increasingly directing their efforts toward the ...

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 ...

Portfolio optimisation and asset allocation strategies have evolved into sophisticated tools for managing financial risks while striving for superior returns. Recent advancements integrate classical ...

Take a Financial Advisor Quiz. Asset allocation is the measure of how the investments in your portfolio are divided among different asset types and classes. The idea is to spread your investments ...