By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long ...

Now in 2025, we think that markets could be hitting an inflection point. And while we think it still is early to say that the market is going to be rotating from growth to value or from large cap to ...

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 ...

Many people focus on asset allocation with their investments but forget asset location. While they might sound similar, they serve distinct purposes for a well-rounded investment and tax planning ...

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

Learn how to fund your retirement cash bucket using appreciated assets, savings, and tax strategies before leaving the workforce. While most retirement portfolios include allocations to stocks and ...

TORONTO--(BUSINESS WIRE)--CI Global Asset Management (“CI GAM”) today launched a new suite of asset allocation mutual funds, providing Canadian investors with a selection of expertly constructed, ...

Due to endowments and foundations aggressive return objectives, they often are significantly exposed to equity market volatility. Endowments and foundations (E&Fs) may wish to mitigate portfolio ...

Mutual funds significantly boosted their cash holdings by Rs 14,539 crore in 2025. The total cash in portfolios reached Rs ...

Allspring Index Asset Allocation Fund beat its benchmark in Q3 2025 through effective tactical positioning. Review the ...

CHICAGO--(BUSINESS WIRE)--Northern Trust Asset Management (NTAM), a leading global investment management firm with $1.3 trillion in assets under management as of September 30, 2024, announced Peter ...