Discover the latest asset allocation trends with updated stock, bond, and cash percentages. Click here for more information ...

Dynamic allocation funds follow a disciplined model instead. When equity markets become expensive, the fund reduces equity ...

Asset allocation is important for you to explain clearly as an advisor, so your clients fully understand their overall investment strategy. However, taking the somewhat broad topic of asset allocation ...

The following is part of our 21 Days to Improve Your Financial Life special report. Like so many aspects of investing, the precisely right asset allocation--the mix of stocks and bonds that delivers ...

China’s Diversification Strategy: Perhaps most significantly, Casanova highlighted how China is reducing its dependence on U.S. final demand. "They are deepening trade ties with Asia, Africa, and ...

In the third quarter, the PGIM Real Assets Fund outperformed both its blended benchmark and the Bloomberg Barclays U.S. TIPS ...

A version of this article appeared in CNBC's Inside Alts newsletter, a guide to the fast-growing world of alternative investments, from private equity and private credit to hedge funds and venture ...

My first experience with fee-based asset management was in the 1990s with an investment program that practiced “active asset allocation.” I sold it to nearly all my clients and it was a disaster. The ...

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 ...

Why Bank of America Is Recommending Crypto for HNWIs Bank of America (BAC) has endorsed a 1% to 4% portfolio allocation to ...

Bank of America is opening the door for its 15,000 advisers to recommend a 1%–4% crypto allocation, signaling a wider Wall ...

While North Carolina is redeploying billions from its cash reserves into potentially higher-earning assets on behalf of its ...