Targeting the highest-yielding asset classes can leave investors exposed to significant market risk. Here are tips to ...

Trend-following strategies gained ground with investors in the last few years when markets experienced noteworthy reversals and prolonged volatility. The importance of asset class diversification ...

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 ...

There is a growing trend in which Family Offices are directly buying or investing in private companies, as opposed to allocating capital at arm’s length to managers of private equity funds. The trend ...

Amy Arnott, a portfolio strategist for Morningstar Inc., explains why asset classes like REITs and high-yield bonds may raise a portfolio’s overall level of risk. She also discusses which areas ...

Interest rate sensitivity: Lower interest rates typically benefit small-cap companies more than their large-cap counterparts. Smaller firms often rely on borrowing to fuel growth. Lower financing ...

Multi-asset allocation mutual funds have emerged as the standout performers among funds launched in 2024 and carried that momentum into 2025, as volatile markets rewarded diversification over ...

The investment world loves its labels. At a recent industry conference, the label "alternatives" became almost synonymous with private assets, particularly private equity. But is this a helpful ...