Dynamic asset allocation adjusts your portfolio based on macroeconomic trends to optimize returns and manage risk, offering flexibility in varying market conditions.

Within US equities, the AI/momentum pause and broader US stock market performance benefited portfolio results for the quarter. Read more here.

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

Any investors hoping to find a Allocation Balanced fund could think about starting with Fidelity Asset Manager 50% (FASMX). FASMX possesses a Zacks Mutual Fund Rank of 3 (Hold), which is based on ...

The BlackRock ESG Capital Allocation Term Trust offers diversified equity and fixed-income exposure. Learn more about its ...

Rio de Janeiro, BrazilVelthorne Asset Management today released a new institutional strategy paper examining how ...

Investing success depends far more on how money is allocated than on picking the “right” stocks, said First Global founder Devina Mehra, warning investors against risky extremes and ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...

Years ago, when financial advisors had a monopoly on asset allocation decisions, fees ran rather rich. Lately, though, with a surge in the number of index-based products promising to deliver asset ...

Conventional wisdom holds that financial advisors add value through security selection and asset allocation. Post-Great Recession, though, things are changing very quickly. Today, after completing all ...

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 ...