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 ...

Fifty years ago more people would have expected their future selves to have a flying car parked in their driveway than they would have envisioned private assets included in institutional investors' ...

How many asset classes are there? An asset class is a group of investments with similar financial characteristics. As a result, they react similarly to market events. Asset classes are the building ...

We first reviewed asset class performance so far in 2023. Many of this year's big winners were big losers in 2022, but many of 2022's big losers continue to underperform in 2023. The only three asset ...

When building an investment portfolio, one of the most important decisions is how to balance real assets and financial assets. Each plays a distinct role: Financial assets like stocks and bonds offer ...

The US Inflation Rate reached 7.48% in January 2021, marking its highest level since “The Great Inflation” of the 1980s. US Core Inflation and Core CPI both topped 6% for the first time since ...

While the winners among asset classes keep rotating every year, the absence of any such pattern over the past 10 years reinforces the importance of asset allocation in building a balanced portfolio.

Editor’s note: Read the latest on how the coronavirus is rattling the markets and what investors can do to navigate it. Correlations often tend to increase during periods of market stress, making ...

Returns across asset classes have been quite strong, but multiple uncertainties continue to cloud financial markets amid a ...