Multi-asset allocation funds have delivered strong returns over the past year by smartly diversifying across equities, debt ...

The investment seeks total return. The fund is actively managed and allocates its portfolio assets among three asset categories – stocks, bonds, and alternatives. Portfolio assets are chosen using the ...

Today’s revised forecast marks the first higher estimate in the past four months for GMI. US shares are expected to earn noticeably softer results in the years ahead vs. the market’s realized return ...

The starting point is diversification. Larimore's recommended portfolio holds three Vanguard index funds: For this initial exercise, I assume that the collective portfolio is equally weighted, such ...

The investment seeks total return. The investment objective of the fund is to seek to achieve total return primarily by managing allocations among a broad range of asset classes, and secondarily by ...

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 ...

During Australia’s long bull market run from 1982 to 2007, investment managers moved away from asset allocation to instead focus on individual manager selection at the asset class level. With an ...

Ray Dalio’s All-Weather Portfolio may be losing its edge as bonds falter. Click here to read my full analysis.

As gold and silver continue their record-breaking streak, investors appear to be chasing multi-asset allocation funds, anticipating solid returns from the precious metals. Silver saw stellar gains in ...

Want to earn decent returns at lower risk? Go for multi asset allocation funds that invest in a mix of equity, debt and commodities. These funds invest in at least three asset classes, with a minimum ...