CI First Asset Global Asset Allocation ETF (CGAA:CA) declares CAD 0.0283/share monthly dividend. Payable Jan. 30; for ...

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

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

A thoughtful allocation strategy requires adjusting the equal-weight baseline based on four key considerations.

My colleague Amy Arnott recently wrote an article in which she argued investors ought to consider rebalancing their portfolios. Her reasoning was sound―stocks have run up, other asset classes haven’t ...

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 ...

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

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 ...

With gold and silver prices soaring, experts recommend multi-asset allocation funds. These funds offer diversification across ...

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

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 ...

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 ...