Trend-following strategies gained ground with investors in the last few years when markets experienced noteworthy reversals and prolonged volatility. The importance of asset class diversification ...

At the end of every year, I find that it is important to review the total returns of five major investment categories.

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 ...

The start to 2025 saw a notable shift in market conditions, with volatility proving to be the only constant. Recent months serve as a stark reminder of how unpredictable markets can be, particularly ...

April’s tariff-induced market swings feel like a distant memory, with the third quarter of 2025 among the calmest in years. US stocks rose more than 8%, and only one trading day during the quarter saw ...

Diversification is the act of spreading investment dollars across a range of assets to reduce investment risk. Many, or all, of the products featured on this page are from our advertising partners who ...

There is a growing trend in which Family Offices are directly buying or investing in private companies, as opposed to allocating capital at arm’s length to managers of private equity funds. The trend ...

Harry Markowitz, the creator of modern portfolio theory, is credited with saying diversification is “the only free lunch in finance.” He showed that by adding risky assets that are less than perfectly ...