Morningstar’s fourth annual global asset owner survey finds a rethink on asset allocation amid changing global landscape, continued innovation in climate investing and a push for more direct ...

Target-date strategies continue to be the go-to retirement savings vehicle for US workers, with over $4 trillion in assets invested in these investments at the end of 2024. That’s larger than all but ...

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

The rapid appreciation of the largest U.S. stocks has shifted the asset allocation playing field in ways that are not widely recognized. Many fewer stocks now meet the conventional definition (used by ...

Asset owners are rethinking their global asset allocation amid a disrupted world order, according to Morningstar’s fourth annual quantitative survey of asset owners. This includes a notable pivot away ...

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Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Retirement becomes a hot topic for Gen X-ers as they enter their 50s. We discuss how to ...