The script was completely flipped during the first three months of 2025. The so-called “Magnificent 7” U.S. mega cap growth stocks behind the S&P 500 Index’s (SPX)(SP500) meteoric rise off the 2022 ...

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

For the first time in a quarter century, the S&P 500 Index turned in back-to- back calendar year returns greater than 20%. The year ended on a bit of a negative streak, with December returns nearly ...

What Is Strategic Asset Allocation? Strategic asset allocation refers to the long-term investment strategy that involves allocating a portfolio's assets among different asset classes to achieve an ...

Fixed income is for stability. In 2025, interest rates on fixed deposits fell, while yields on government bonds increased.

Chirag Muni of Anand Rathi Wealth emphasizes goal-based investing and disciplined SIPs for building resilient portfolios in ...

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 ...

Thierry Brunel is the Chief Investment Strategist at Matter Family Office, advising families and institutions on long-term wealth strategy. When advising ultra-high-net-worth (UHNW) families, it’s ...

Since both equity and commodity markets undergo cycles, analysts are now of the view that equities will make a comeback in ...

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...

Learn everything you need to know about SMI 3Fourteen REAL Asset Allocation ETF (RAA) and how it ranks compared to other funds. Research performance, expense ratio, holdings, and volatility to see if ...

Ivy Asset Strategy fund (WASYX) was featured on Feb. 8, 2012 in Fund Allocation: Ivy Asset Strategy (WASYX) Continues To Be Bullish In Stocks And Gold. At the time, it was shown that the fund was ...