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 investment horizons. ・The basic building blocks of asset allocation are ...

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

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

Long-term expectations for the Global Market Index (GMI) remained steady at a 7%-plus pace for the annualized total return ...

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 ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...

Learn how blend funds differ from balanced funds regarding asset mix and investment strategy. Gain insights into choosing the ...

Multi-asset allocation funds, heavily weighted towards gold and silver, witnessed a significant 40% surge in December inflows. This rise suggests a growing investor preference for diversified, ...

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

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

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