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 ...

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 ...

NEWPORT BEACH, Calif.--(BUSINESS WIRE)--Research Affiliates, LLC, an investment advisor and global leader in smart beta and enhanced indexing, quantitative active equity, and multi-asset products, ...

While stock selection often gets the most attention, the true driver of portfolio performance is typically asset allocation, with around 90% of variability linked to how investments are distributed ...

Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts.

On this episode of The Long View, Omar Aguilar, CEO and chief investment officer for Charles Schwab Asset Management, and Sébastien Page, Global Multi-Asset Investing at T. Rowe Price, discuss the ...

Institutional investors are set to increase digital asset allocations in their portfolio to 7% by 2027, with the market for tokenized assets projected to surpass $10 trillion by 2030, signaling ...

Photo by Gao Erqiang/China Daily] China's A-share market has opened 2026 on a positive note. Record turnover, buoyant sentiment and a s ...

Individual investors’ allocations to stocks decreased while bond allocations increased and cash allocations were unchanged in ...

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

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

CY25 saw precious metals surge while equities showed resilience and fixed income lagged. CY26 anticipates a volatile Test match for equities with moderate gains expected, driven by earnings growth and ...