The 60/40 equity–bond portfolio remains a widely used benchmark for long-term asset allocation, despite ongoing debate about its optimality (Pham et al., 2025). For most retail investors, portfolio ...
Solid overall performance, but I am taking my lumps thus far in February, especially with respect to the ASST and BMNR, two digital asset treasury companies. Overall, the Portfolio did very well in ...
Asset allocation is the process of dividing your portfolio between different asset classes such as shares, bonds, property, cash and gold. Each of these asset classes should behave in different ways ...
This scheme has consistently delivered the best returns in its Multi Asset Allocation category across . The absolute returns are plotted on a monthly basis for the timeframes which are selected below, ...
Morningstar and PitchBook have developed a series of indexes to track the performance of the growing number of semiliquid funds investing in private markets. The Rich Recognize AI’s Impact. They Plan ...
The absolute returns are plotted on a monthly basis for the timeframes which are selected below, from the start date as selected to the left. With these monthly rolling returns, one can compare how ...
Multi-asset allocation mutual funds attracted a record Rs 10,485 crore in net inflows in January, according to the latest Association of Mutual Funds in India (AMFI) data, making them the most ...
FT Dividend & Income Select CE 107 F CA 15.93 FT Dividend & Income Select CE 107 RE 15.93 FT Dividend & Income Select CE 107 F RE 15.93 FT Dividend & Income Select CE ...
American Funds Growth Portfolio Class 529-C 17.01 American Funds Growth Portfolio Class R-1 17.02 American Funds Growth Portfolio Class R-2 17.05 Copyright © 2026 ...
There’s no single best way to construct a robust portfolio. While investment teams at wealth management firms often focus on client needs, those at asset management firms tend to build portfolios that ...
Morningstar’s Investment Management group has a rich history of groundbreaking investment research, having won 11 awards from the CFA Institute Financial Analysts Journal. Our collaboration with ...
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Nancy Daoud: The changing nature of asset allocation
Over more than four decades as a financial advisor, Nancy Daoud has had a front-row seat to major changes in financial services. “Clearly the industry, and more specifically asset allocation, has ...
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